KELSIAN GROUP LIMITED (KLS)
Share Price Analysis and Chart

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KLS

KLS - KELSIAN GROUP LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 4.25
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.79

30 Jun
2025

-0.010

OPEN

$3.83

-0.26%

HIGH

$3.84

483,819

LOW

$3.76

TARGET
$4.375 15.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BXB . CLX . ERD . KSC . LAU . NTD . QAN . QUB . SLH . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
KLS: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 21.5 33.1 xxx
DPS (cps) xxx 17.5 17.0 xxx
EPS Growth xxx 100.0% 53.9% xxx
DPS Growth xxx 3.5% - 2.9% xxx
PE Ratio xxx N/A 11.3 xxx
Dividend Yield xxx N/A 4.5% xxx
Div Pay Ratio(%) xxx 81.5% 51.4% xxx

Dividend yield today if purchased 3 years ago: 3.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.67

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

Last ex-div: 13/09 - ex-div 9.5c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx21.5
DPS All xxxxxxxxxxxxxxx17.5
Sales/Revenue xxxxxxxxxxxxxxx2,016.8 M
Book Value Per Share xxxxxxxxxxxxxxx343.8
Net Operating Cash Flow xxxxxxxxxxxxxxx146.7 M
Net Profit Margin xxxxxxxxxxxxxxx2.88 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx6.27 %
Return on Invested Capital xxxxxxxxxxxxxxx3.22 %
Return on Assets xxxxxxxxxxxxxxx2.53 %
Return on Equity xxxxxxxxxxxxxxx6.27 %
Return on Total Capital xxxxxxxxxxxxxxx5.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-49.0 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx56 M
Long Term Debt xxxxxxxxxxxxxxx964 M
Total Debt xxxxxxxxxxxxxxx1,020 M
Goodwill - Gross xxxxxxxxxxxxxxx721 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx134 M
Price To Book Value xxxxxxxxxxxxxxx1.50

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx149.8 M
Capex % of Sales xxxxxxxxxxxxxxx7.43 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,665 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx255 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

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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

UBS

19/06/2025

1

Buy

$4.80

26.65%

Kelsian Group has secured a US$59m contract with Worley ((WOR)) to service the CP2 LNG project in Louisiana over three years. Meaningful contributions are expected in FY27–28 and initial capex of -US$13m in 1H26 for fleet deployment.

The broker highlights the contract's attractive margins and estimates it could add around 7% to FY26 All Aboard America! Holdings, Inc. (AAAHI) revenue forecasts on a run-rate basis.

It's though Kelsian is well positioned to win additional industrial and energy contracts.

Although earnings upgrades are modest in the near term, UBS lifts FY25–27 EPS forecasts by between 1-6% on improved trading momentum in AAAHI and stronger domestic bus margins.

The analysts list further catalysts including potential LNG wins, a renewal for Regional 6 in Sydney, and the outcome of the strategic review of tourism assets, which could help deleverage the balance sheet.

UBS retains a Buy rating and a $4.80 target price.

FORECAST
UBS forecasts a full year FY25 dividend of 17.00 cents and EPS of 33.00 cents.
UBS forecasts a full year FY26 dividend of 19.00 cents and EPS of 36.00 cents.

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

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

2

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

Taylor Collison

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Canaccord Genuity

13/05/2025

1

Buy

$5.60

47.76%

Kelsian Group's third quarter earnings were in line with Canaccord Genuity's forecast, with EBITDA of $78m.

Management reiterated FY25 guidance for earnings of between $283-295m, but indicated the outcome would likely land at the lower end.

Leverage improved, highlights the broker, supported by an earnings uplift and -$32m net debt reduction.

The analyst remains positive on the stock given recent share price weakness. The 4Q is expected to benefit from Bankstown rail replacement and the All Aboard America! Holdings, Inc. (AAAHI) ramp-up.

Canaccord retains a Buy rating on Kelsian Group with a $5.60 target price.

FORECAST
Canaccord Genuity forecasts a full year FY25 dividend of 17.00 cents and EPS of 33.00 cents.
Canaccord Genuity forecasts a full year FY26 dividend of 18.00 cents and EPS of 36.00 cents.
Access Extra Coverage Research History >

KLS STOCK CHART

FNArena News on KLS

1
Weekly Ratings, Targets, Forecast Changes – 27-06-25

Jun 30 2025 - Weekly Reports
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 27-06-25

Jun 27 2025 - Weekly Reports
3
Contract Wins Support Kelsian Group Optimism

Jun 25 2025 - Small Caps
4
Australian Broker Call *Extra* Edition – Jun 23, 2025

Jun 23 2025 - Daily Market Reports
5
Next Week At A Glance – 23-27 Jun 2025

Jun 20 2025 - Weekly Reports

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