Kelsian Group Ltd KLS

Morningstar Rating
A$3.87 −0.25 (6.07%)
View Full Chart

Company Report

Kelsian Earnings: A Smooth Bus Ride

Kelsian reported an 11% rise in fiscal 2026 underlying EBITDA to AUD 316 million. Net profit before amortization strikingly rose 17% to AUD 111 million. The company declared a final fully franked dividend of AUD 10 cents per share, bringing the total for the year to AUD 18 cents per share, up 3%.

Price vs Fair Value

KLS is trading at a s.G premium.
Price
A$3.87
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Government public transport contracts underpin defensive revenue with significant concessions for inflation generally, including for the key inputs of labor and fuel costs.

Bears

Competition for government bus contracts is fierce and service offerings largely undifferentiated. Competitors could increase their focus on Kelsian’s key markets.

Trading Information

Previous Close Price
A$4.12
Day Range
A$3.83–4.13
52-Week Range
A$3.68–5.25
Bid/Ask
A$3.87 / A$4.03
Shares Outstanding
271.88M
Market Cap
A$1.05B
Volume/Avg
1M / 540,402

Key Statistics

Price/Earnings (Normalized)
12.28
Price/Sales
0.44
Dividend Yield (Trailing)
4.65%
Dividend Yield (Forward)
4.65%
Dividend Payment Schedule
Apr, Oct
Total Yield
4.65%

Company Profile

Kelsian operates public transport bus services throughout Australia, Singapore, and the UK on behalf of state governments. In the private sector, the group provides commuter transport services to resource companies, corporates, and education providers in Australia and the United States. Kelsian also operates marine transportation and a variety of tourism-related services throughout Australia, including ferry services, leisure cruises, accommodation, bus tours, and packaged holidays. In February 2026, Kelsian announced it had entered into an agreement to divest the leisure-centric tourism assets.
Sector
Industrials
Industry
Railroads
Stock Style Box
Small Value
Total Number of Employees
8,800

Competitors

Valuation

Metric
KLS
CCL
DOW
Price/Earnings (Normalized)
12.2810.5817.10
Price/Book Value
1.102.392.29
Price/Sales
0.441.260.47
Price/Cash Flow
4.825.169.02
Price/Earnings
KLS
CCL
DOW

Financial Strength

Metric
KLS
CCL
DOW
Quick Ratio
0.980.151.00
Current Ratio
1.150.271.09
Interest Coverage
2.223.644.82
Quick Ratio
KLS
CCL
DOW

Profitability

Metric
KLS
CCL
DOW
Return on Assets (Normalized)
3.11%6.34%4.84%
Return on Equity (Normalized)
8.17%25.32%15.35%
Return on Invested Capital (Normalized)
5.91%11.02%9.87%
Return on Assets
KLS
CCL
DOW

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