Australia · Delayed Price · Currency is AUD Kogan.com Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw strong growth, with Kogan.com driving revenue and margin expansion, and Mighty Ape returning to profitability in Q4 after a reset. The group maintained a robust capital position, increased shareholder returns, and is leveraging AI for efficiency. Guidance targets further margin growth and sustained profitability at Mighty Ape.
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Strong first half FY26 with double-digit sales growth, robust cash flow, and margin expansion driven by Kogan.com, while Mighty Ape is positioned for recovery after a strategic reset. Group outlook remains positive with continued investment and capital returns.
Fiscal Year 2025
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FY 2025 delivered strong customer and revenue growth, led by Kogan.com, while Mighty Ape faced operational setbacks. Platform-based sales now drive nearly 60% of gross sales, with recurring high-margin revenue streams. Group margins are expected to improve as Mighty Ape recovers.
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Strong first-half FY25 results with double-digit growth in sales, revenue, and profit, driven by Kogan.com’s platform-based model and customer loyalty programs. Mighty Ape faced short-term setbacks from a website upgrade but is expected to recover. Interim dividend and share buyback reflect robust cash flow.
Fiscal Year 2024
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Strong profitability returned in FY 2024, driven by platform-based sales and improved margins. Loyalty programs and exclusive brands saw robust growth, while a strong balance sheet and new initiatives position the business for continued momentum into FY 2025.