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

$3.90

29 Jan
2026

-0.100

OPEN

$4.01

-2.50%

HIGH

$4.01

428,348

LOW

$3.89

TARGET
$5.50 41.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ACE . AIZ . AQZ . AVD . AZJ . BWN . 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 36.6 xxx
DPS (cps) xxx 17.5 20.0 xxx
EPS Growth xxx - 6.3% 81.7% xxx
DPS Growth xxx 0.0% 14.3% xxx
PE Ratio xxx N/A 10.7 xxx
Dividend Yield xxx N/A 5.1% xxx
Div Pay Ratio(%) xxx 87.0% 54.7% xxx

Dividend yield today if purchased 3 years ago: 3.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.49

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: 15/09 - ex-div 9.50c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 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

1.0

No. Of Recommendations

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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

27/08/2025

1

Buy

$5.50

41.03%

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.
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

Canaccord Genuity

26/08/2025

1

Buy

$5.80

48.72%

Kelsian Group met its FY25 EBITDA guidance and was 1% ahead of Canaccord Genuity's forecast on stronger performance in 2H. Net profit missed by -3%.

The highlight was the generation of free cash flow of $16m, and the broker now expects $69m in FY26, rising to $100m in FY27, with multi-year capex spending completed. The outlook into FY26 remains robust, supported by contract renewals and new wins.

The company's FY26 EBITDA guidance is for $297-310m, prompting the broker to revise its forecast by 1% from $302.8m previously. FY27 EBITDA forecast is lifted by 2%.

Buy. Target rises to $5.80 from $5.60.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 18.00 cents and EPS of 36.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 19.00 cents and EPS of 42.00 cents.
Access Extra Coverage Research History >

KLS STOCK CHART

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