SERKO LIMITED (SKO)
Share Price Analysis and Chart

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SKO

SKO - SERKO LIMITED

FNArena Sector : Software & Services
Year End: March
GICS Industry Group : Software & Services
Debt/EBITDA: 2.65
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.22

21 Nov
2025

0.000

OPEN

$2.22

0.000

HIGH

$2.22

0

LOW

$2.22

TARGET
$4.715 112.4% upside
OTHER COMPANIES IN THE SAME SECTOR
360 . ALC . AMX . AR9 . ATA . AV1 . BMT . COS . DOC . GTK . KYP . NET . NXL . QOR . RDY . UBN . VGL . XF1 . YOJ .
FNARENA'S MARKET CONSENSUS FORECASTS
SKO: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) - 6.0 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-16.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx80.5 M
Book Value Per Share xxxxxxxxxxxxxxx74.5
Net Operating Cash Flow xxxxxxxxxxxxxxx4.4 M
Net Profit Margin xxxxxxxxxxxxxxx-24.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-20.30 %
Return on Invested Capital xxxxxxxxxxxxxxx-20.11 %
Return on Assets xxxxxxxxxxxxxxx-17.08 %
Return on Equity xxxxxxxxxxxxxxx-20.30 %
Return on Total Capital xxxxxxxxxxxxxxx-17.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx3.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx2 M
Goodwill - Gross xxxxxxxxxxxxxxx2 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx56 M
Price To Book Value xxxxxxxxxxxxxxx4.82

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx5.7 M
Capex % of Sales xxxxxxxxxxxxxxx7.03 %
Cost of Goods Sold xxxxxxxxxxxxxxx78 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx20 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

-

xx.xx%

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UBS

xx/xx/xxxx

1

xxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

18/11/2025

1

Buy

$3.45

55.41%

Serko's 1H26 EBITDA beat expectations, which, together with the reiteration of FY26 revenue and lower capex guidance, could lead to share price outperformance in Citi's view.

The broke notes the positives in the result include strong B4B customer growth, up 40% y/y, stabilising GetThere churn with large customer churn less than 1%, and strong cash conversion.

Among the negatives were lower room-nights per customer, a -2% y/y fall in Australasia ARPB, and declining B4B commission metrics.

The broker reckons the key debate is whether FY26 guidance is conservative, given it implies lower revenue in 2H. At the same time, it acknowledged A&NZ is seasonally lower in 2H and there would be government shutdown impact on GetThere.

Buy. Target price $3.45.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -7.70 cents.
Citi forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.18 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

20/11/2025

2

Overweight

-

-

Serko has maintained its growth outlook, reiterating income guidance for FY26 of NZ$115-23m. The company has noted the success of both a new onboarding experience and loyalty program trial for the Booking.com for business segment.

Jarden lowers cash flow forecasts for the medium term on higher expenditure assumptions, which nets out to having minimal impact on long-term forecasts.

Overweight retained, with accelerating customer growth and technology roll-out indicating progress. Target is raised to NZ$4.55 from NZ$4.40.

FORECAST
Jarden forecasts a full year FY26 EPS of minus -1.63 cents.
Jarden forecasts a full year FY27 EPS of minus -4.71 cents.
Access Extra Coverage Research History >

SKO STOCK CHART

FNArena News on SKO

1
Australian Broker Call *Extra* Edition – Nov 24, 2025

10:30 AM - Daily Market Reports
2
FNArena Corporate Results Monitor – 21-11-2025

Nov 21 2025 - Australia
3
Weekly Ratings, Targets, Forecast Changes – 23-05-25

May 26 2025 - Weekly Reports
4
Next Week At A Glance – 26-30 May 2025

May 23 2025 - Weekly Reports
5
FNArena Corporate Results Monitor – 23-05-2025

May 23 2025 - Australia

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