KELSIAN GROUP LIMITED (KLS)
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KLS

KLS - KELSIAN GROUP LIMITED

FNArena Sector : Transportation & Logistics
Year End: June
GICS Industry Group : Transportation
Debt/EBITDA: 3.95
Index: ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.86

01 Sep
2025

-0.120

OPEN

$4.84

-2.41%

HIGH

$4.95

943,030

LOW

$4.84

TARGET
$4.725 -2.8% downside
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 . SPZ . SST . THL . WTC .
FNARENA'S MARKET CONSENSUS FORECASTS
KLS: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 20.1 203.6 xxx
DPS (cps) xxx 17.5 20.0 xxx
EPS Growth xxx - 6.3% 100.0% xxx
DPS Growth xxx 0.0% 14.3% xxx
PE Ratio xxx N/A 2.4 xxx
Dividend Yield xxx N/A 4.1% xxx
Div Pay Ratio(%) xxx 87.0% 9.8% xxx

Dividend yield today if purchased 3 years ago: 3.24%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.51

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx20.1
DPS All xxxxxxxxxxxxxxx17.5
Sales/Revenue xxxxxxxxxxxxxxx2,208.9 M
Book Value Per Share xxxxxxxxxxxxxxx352.8
Net Operating Cash Flow xxxxxxxxxxxxxxx205.2 M
Net Profit Margin xxxxxxxxxxxxxxx2.47 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx5.78 %
Return on Invested Capital xxxxxxxxxxxxxxx2.81 %
Return on Assets xxxxxxxxxxxxxxx2.22 %
Return on Equity xxxxxxxxxxxxxxx5.78 %
Return on Total Capital xxxxxxxxxxxxxxx6.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-0.2 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 xxxxxxxxxxxxxxx33 M
Long Term Debt xxxxxxxxxxxxxxx1,029 M
Total Debt xxxxxxxxxxxxxxx1,062 M
Goodwill - Gross xxxxxxxxxxxxxxx733 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx183 M
Price To Book Value xxxxxxxxxxxxxxx1.07

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx165.1 M
Capex % of Sales xxxxxxxxxxxxxxx7.47 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,810 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx279 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

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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UBS

27/08/2025

1

Buy

$5.50

13.17%

Kelsian Group's FY25 result was in line with guidance so no surprises.

Driving a positive reaction, UBS suggests, were low expectations following a string of disappointing results, strong exit trajectory of US AAAHI business, solid Marine & Tourism beat despite challenging weather in Queensland, and guidance in line with consensus showing good operating momentum.

With some contract wins going its way and the potential catalyst of Tourism divestment (although probably priced in now) at an near term enterprise value to earnings of 11.5x, a -37% discount to Small Industrials, UBS retains Buy.

Target rises to $5.50 from $4.80.

FORECAST
UBS forecasts a full year FY26 dividend of 18.00 cents and EPS of 36.00 cents.
UBS forecasts a full year FY27 dividend of 20.00 cents and EPS of 39.00 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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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%

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Canaccord Genuity

13/05/2025

1

Buy

$5.60

15.23%

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 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
FNArena Corporate Results Monitor – 27-08-2025

Aug 27 2025 - Australia
2
Next Week At A Glance -7-11 Jul 2025

Jul 04 2025 - Weekly Reports
3
Weekly Ratings, Targets, Forecast Changes – 27-06-25

Jun 30 2025 - Weekly Reports
4
In Case You Missed It – BC Extra Upgrades & Downgrades – 27-06-25

Jun 27 2025 - Weekly Reports
5
Contract Wins Support Kelsian Group Optimism

Jun 25 2025 - Small Caps

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