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K&S (KSC) investor relations material

K&S H2 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2026 earnings summary24 Aug, 2026

Executive summary

  • Underlying profit before tax for FY2026 was $32.1 million, down 16.0% year-over-year.

  • Statutory profit after tax fell 22.0% to $22.8 million compared to FY2025.

  • Operating revenues decreased by 2.1% to $729.2 million.

  • Operating cash flow increased 4.3% to $63.7 million.

  • Safety remains a focus, with lost time injury frequency rate rising to 6.8 from 4.2.

Financial highlights

  • EBIT decreased 18.5% to $37.9 million; EBITDA down 10.0% to $81.6 million year-over-year.

  • Dividend per share reduced to 11.0 cents from 16.0 cents, a 31.3% decline.

  • Net borrowings (excluding lease liabilities) rose 12.4% to $55.8 million.

  • Shareholders' funds increased 1.4% to $378.9 million.

  • Net tangible assets per share up 1.5% to $2.73.

Outlook and guidance

  • Persistent low growth economic environment expected in 2026.

  • Risks to FY2027 results include input cost pressures, flat construction activity, and cessation of InfraBuild services.

  • Anticipated partial offset from price, volume, and margin improvements in FY2027.

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Frequently asked questions

K&S Corporation Limited is an Australian logistics and transportation company offering a comprehensive range of supply chain services. The company provides freight transportation, warehousing, distribution, and specialized logistics solutions, serving industries such as manufacturing, steel, timber, and consumer goods. K&S operates an extensive fleet and network across Australia and New Zealand, focusing on road, rail, and coastal shipping logistics. In addition to its core transport services, the company offers fuel distribution and bulk goods transportation, supporting complex supply chain needs with customized logistics strategies. The company is headquartered in Truganina, Victoria, and its shares are listed on the ASX.