Kinatico (KYP) H2 2026 earnings summary

Executive summary

• Achieved record financial performance in FY26, with group revenue up 9.4% to $35.2 million and SaaS revenue up 37.5% to $20.5 million, now 58.4% of total revenue.

• Net profit after tax rose 78.5% to $2.0 million, and EBITDA increased 28.2% to $5.6 million, reflecting strong operating leverage from SaaS growth.

• All growth and platform investments were funded from operating cash flow, with no new debt or equity raised.

• The company launched its AI-native compliance platform, Kinatico Compliance, expanding its addressable market and serving both enterprise and SMB customers.

• Employee engagement rose 18 points to 74, surpassing global benchmarks, despite sector-wide AI-driven uncertainty.

Financial highlights

• Group revenue: $35.2m (up 9.4% YoY); SaaS revenue: $20.5m (up 37.5% YoY, 58.4% of total).

• EBITDA: $5.6m (margin 15.9%, up from 13.5%); NPAT: $2.0m (up 78.5% YoY); EPS: 0.48c (up 78.2%).

• Operating cash flow: $6.3m (up 19.4%); free cash flow: $2.5m (up 84.9%).

• Net assets: $29.8m (up 9.6%); cash: $11.8m (up 15.8%).

• SaaS revenue from retained customers grew 22.0% YoY.

Outlook and guidance

• Regulatory changes, including new AML/CTF obligations, are expected to drive further demand.

• SaaS growth is expected to re-accelerate as the pipeline converts and AI agents increase operating leverage.

• Debt-free balance sheet and strong cash position provide flexibility for further investment and selective acquisitions.