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Kogan.com (KGN) investor relations material

Kogan.com H2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H2 2025 earnings summary25 Aug, 2025

Executive summary

  • FY25 saw strong growth, with active customers up 35% to 3.5 million and platform-based sales revenue up 24% to over $111 million.

  • Free cash flow increased 40% to $32.4 million, supporting capital returns to shareholders.

  • Group gross sales grew 15% to $931 million, with revenue up 6.2% year-on-year.

  • Strategic marketing investment drove a significant rebound in customer growth.

  • Platform-based sales now represent over two-thirds of Kogan.com gross sales.

Financial highlights

  • Gross profit increased 13% to nearly $190 million, with gross margin up 2.3pp to 38.9%.

  • Adjusted EBITDA was $36.8 million, down 8% year-on-year, impacted by higher costs and Mighty Ape's underperformance.

  • Net loss of $39.5 million due to a $46.3 million goodwill impairment on Mighty Ape.

  • Cash at year-end was $42.1 million with no debt.

  • Dividends paid totaled $12.4 million, up 90% year-on-year.

Outlook and guidance

  • FY26 priorities include completing Mighty Ape's turnaround, inventory optimisation, and maintaining strong platform-based sales.

  • Group adjusted EBITDA margin guidance for FY26 is 6–9%, expected to improve in the second half as Mighty Ape recovers.

  • July 2025 management accounts show group gross sales up 26.5% year-on-year.

  • Medium-term margin ambitions are 8–12%, with long-term targets above 20% as platform-based sales grow.

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Frequently asked questions

Kogan.com Ltd operates as an online retailer in Australia. The company offers televisions, notebook computers, and digital cameras; tablets, readers and accessories; microwaves, fridges and freezers, dishwashers, vacuum cleaners and floor care products; washing machines, dryers and accessories; home phone handsets and headsets; fans, heaters and air conditioners; electric blankets and rugs; kettles and toasters; irons and garment steamers; small kitchen appliances; outdoor furniture and barbecues; lighting products; electrical accessories; cables, wall mounts, headphones, earphones and speakers; computer components, PC parts & upgrades, gaming controllers and consoles, accessories for gaming PCs and notebooks. The company was founded in 2006 and is based in Melbourne, Australia.

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