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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Kelsian Group
Kelsian Group (KLS) investor relations material
Kelsian Group AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary26 Oct, 2026
Opening remarks and agenda
The Chair opened the AGM after confirming a quorum and welcomed shareholders attending in person and online.
Seven agenda items included six resolutions for poll voting; FY26 financial, directors’ and auditors’ reports were to be received without a vote.
Financial performance review
FY26 revenue was $2,403m, up 8.8%; underlying EBITDA rose 10.8% to $315.8m, underlying EBIT rose 14.5% to $155.7m and underlying NPATA rose 17.2% to $111.1m.
Statutory NPAT increased 16.6% to $63.5m; net operating cash flow rose 7.3% to $220.1m.
Leverage was 2.46x at 30 June, within the 2x–2.5x target range and down from 2.74x in December 2025; three-year underlying EBITDA CAGR was 25% to FY26.
Growth across geographies came from new and existing contracts and indexation; contracted revenue supported margins amid inflation and fuel-price volatility.
Underlying EBITDA was at the top of guidance after adjusting for delayed Kangaroo Island mobilisation costs; statutory NPAT included one-off acquisition, tourism divestment and finance-system implementation costs.
Board and executive committee updates
Fiona Hele chaired the Board; independent non-executive directors included Diane Grady AO, Terry Dodd, Jackie McArthur, Caroline Elliott and Terry Sinclair.
Graeme Legh joined the Board while continuing as CEO; Michelle Evans was Group Chief Legal and Risk Officer and Joint Company Secretary, and Andrew Muir was CFO and Joint Company Secretary. EY was auditor.
Neil Smith resigned in February 2026 after 16 years; Terry Dodd will not seek another term, and a global search for a director was well advanced.
Caroline Elliott and Jacqueline McArthur stood for re-election, citing relevant financial, operational, transport and governance experience.
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Latest events from Kelsian Group
- Record FY26 revenue and margin growth; FY27 guidance targets further EBITDA expansion.KLS
H2 2026 - Divesting tourism assets for $161M, focusing on core transport, and guiding FY26 EBITDA at $303–$312M.KLSInvestor presentation
- Record revenue and profit growth, upgraded FY26 EBITDA guidance, and $161M tourism divestment.KLSH1 2026
- Record financial growth, asset divestment, and expansion plans set a positive FY26 outlook.KLSAGM 2025
- Revenue up 9.5%, EBITDA up 7.4%, and FY26 EBITDA guidance set at $297–$310M.KLSH2 2025
- Record revenue and EBITDA growth, board renewal, and strategic decarbonisation focus.KLSAGM 2024
- Record revenue and EBITDA growth in FY24, with strong FY25 outlook and major investments ahead.KLSH2 2024
- Kelsian advances core transport growth and divests tourism assets, targeting sustainable expansion.KLSCompany Presentation
- Revenue up 9.1%, EBITDA guidance maintained, leverage to fall below 2.5x by FY26.KLSH1 2025
Next Kelsian Group earnings date
H1 202722 Feb, 2027
Kelsian Group
Next Kelsian Group earnings date
H1 202722 Feb, 2027
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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.