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Kelsian Group
Kelsian Group (KLS) investor relations material
Kelsian Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary23 Feb, 2026
Executive summary
Delivered record half-year results for the six months ending 31 December 2025, with revenue and earnings growth across all divisions, driven by contract growth, cost indexation, and strong US and Marine & Tourism performance.
Statutory net profit after tax increased 62% to $32.4 million, with underlying NPATA up 32% to $52.5 million.
Announced binding agreements to divest the tourism portfolio for $161 million, streamlining focus on core commuter and contracted transport operations; proceeds to reduce leverage and fund growth.
Upgraded full-year FY26 earnings guidance following strong first-half performance.
Strong operating cashflow and cash conversion, with cash conversion rate near 95%.
Financial highlights
Group revenue increased 11% year-over-year to $1.186 billion, driven by contract expansions, indexation mechanisms, and improved Marine & Tourism trading.
Underlying EBITDA rose 16.4% to $153.8 million; EBIT up 26.5% to $75.3 million.
Net operating cash flow increased 26.1% to $83.1 million; cash conversion rate at 94.8%.
Net profit after tax for the period rose 62% to $32.4 million.
Interim dividend maintained at 8.0 cents per share, fully franked.
Outlook and guidance
Upgraded FY26 underlying EBITDA guidance to $303–$312 million, up from $297–$310 million.
Full-year EBITDA now expected to reach $412 million, reflecting strong momentum.
Capex forecast at ~$135 million; depreciation ~$129 million; amortisation ~$32 million; interest ~$59 million; effective tax rate 22–25%.
Continued expansion in US employee shuttle contracts and new contract opportunities in Australia, New Zealand, and the UK.
Focus on operational improvements, new contract ramp-ups, and global Finance & HR platform rollout.
How does tourism divestment impact capital allocation?
Electric bus transition delay cost mitigation plans?
UK franchising pipeline opportunity size and timeline?
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Next Kelsian Group earnings date
H2 202624 Aug, 2026
Kelsian Group
Next Kelsian Group earnings date
H2 202624 Aug, 2026
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Frequently asked questions
Kelsian Group Limited, headquartered in Adelaide, Australia, is the country’s largest integrated multi-modal transport provider and tourism operator. The company boasts a diverse portfolio of services across Australia, the USA, London, Singapore, and the Channel Islands. Kelsian's operations encompass public bus services, marine transport, and tourism experiences. The company's shares are listed on the ASX.
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