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

$1.16

24 Jun
2026

-0.140

OPEN

$1.17

-10.77%

HIGH

$1.21

135,742

LOW

$1.15

TARGET
$3.075 165.1% upside
OTHER COMPANIES IN THE SAME SECTOR
360 . ALC . AMX . AR9 . ATA . AV1 . BMT . COS . DOC . EIQ . GTK . KYP . NXL . PPL . QOR . RDY . UBN . VGL . XF1 . YOJ .
FNARENA'S MARKET CONSENSUS FORECASTS
SKO: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) - 5.5 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 © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx-12.8
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx106.1 M
Book Value Per Share xxxxxxxxxxxxxxx59.7
Net Operating Cash Flow xxxxxxxxxxxxxxx6.2 M
Net Profit Margin xxxxxxxxxxxxxxx-14.86 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx-19.14 %
Return on Invested Capital xxxxxxxxxxxxxxx-18.51 %
Return on Assets xxxxxxxxxxxxxxx-14.91 %
Return on Equity xxxxxxxxxxxxxxx-19.14 %
Return on Total Capital xxxxxxxxxxxxxxx-13.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx5.1 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx5 M
Total Debt xxxxxxxxxxxxxxx6 M
Goodwill - Gross xxxxxxxxxxxxxxx0 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx45 M
Price To Book Value xxxxxxxxxxxxxxx2.30

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx8.8 M
Capex % of Sales xxxxxxxxxxxxxxx8.31 %
Cost of Goods Sold xxxxxxxxxxxxxxx92 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx26 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

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

22/05/2026

1

Buy

$2.90

150.00%

Following Serko's FY26 results, Citi raises its target price by 2% to $2.90 and retains a Buy rating.

The analyst expects revenue growth to accelerate in FY28 as US Defined Corporate revenue scales further and Serko.ai begins contributing to monetisation.

Summaries of the broker's prior research on the results follow.

Post conference call with Serko management, Citi analysts' key takeaways are that Serko is seeing limited impact from the Middle East and overall macro, with B4B activity levels picking back up in 2H26 and 1H27 to date.

Earlier today the broker responded as follows:

Serko announced an underlying net profit after tax loss of -NZ$11.3m which was greater than forecast and missed Citi's expectations of a loss of -NZ$9.5m.

Earnings (EBITDA) of NZ$6.5m also came in lower than the analyst's and consensus forecasts with revenue in line. Higher opex and a lower capitalisation ratio weighed on earnings (EBITDA).

Revenue guidance for FY27 also missed consensus expectations at the midpoint by -1% but was 2% above the broker's forecast.

Serko.ai closed beta was launched and is on track for launch later in 2026. On the negative side, completed room-nights were better but room nights per active customer fell -5% y/y. Total spend guidance was also higher than expected for FY27.

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
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

16/03/2026

2

Overweight

-

-

Serko’s investor day highlighted its strategy to scale corporate travel booking products, with Booking.com for Business (B4B) expected to remain the primary near-term earnings driver, Jarden reports.

The broker highlights accelerating B4B product development and improved conversion rates, alongside a new US target segment focused on workforce mobility corporates with high accommodation demand.

The company also unveiled Serko.ai, a conversational AI travel booking interface aimed at managed travel in North America, with beta testing set for April 2026 and a minimum viable product targeted by late 2026.

FY26 revenue guidance was narrowed to NZ$119-NZ$121m while spending guidance was reduced, reflecting efficiency gains.

Overweight rating and NZ$4.55 target price unchanged.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.60 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -4.49 cents.
Access Extra Coverage Research History >

SKO STOCK CHART

FNArena News on SKO

1
FNArena Corporate Results Monitor – 22-05-2026

May 22 2026 - Australia
2
Australian Broker Call *Extra* Edition – Mar 16, 2026

Mar 16 2026 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Nov 24, 2025

Nov 24 2025 - Daily Market Reports
4
FNArena Corporate Results Monitor – 21-11-2025

Nov 21 2025 - Australia
5
Weekly Ratings, Targets, Forecast Changes – 23-05-25

May 26 2025 - Weekly Reports

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