Australia · Delayed Price · Currency is AUD Kelly Partners Group Holdings Earnings Call Transcripts
Fiscal Year 2026
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Four interconditional resolutions proposed ASX delisting subject to Nasdaq approval, Class B share-term amendments, a 3-for-1 share consolidation and an ESS Trust share acquisition. Poll results were to be processed and announced to the ASX after the meeting.
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Revenue grew 18% to AUD 159.2 million, with strong margins and disciplined capital management. Global expansion continues, with six acquisitions and new offices, while AI and technology investments are seen as key future value drivers.
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Revenue grew 17% year-over-year, driven by organic and acquired growth, with strong margins and cash flow. Six acquisitions expanded the global footprint, and ongoing investment in technology and people supports continued growth and resilience.
Fiscal Year 2025
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The AGM highlighted strong revenue and margin growth, a disciplined acquisition strategy, and global expansion plans. Shareholders discussed governance, capital allocation, and AI adoption, with management emphasizing a focus on sustainable growth and integration. Voting outcomes and Q&A addressed key shareholder concerns.
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Revenue grew 25% to $134.6 million, driven by organic growth and acquisitions, with EBITDA up 19.2% and strong cash conversion. International expansion continues, capital structure is under review, and management remains focused on disciplined growth and capital efficiency.
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Revenue grew 22.8% year-over-year to AUD 64.9 million, with strong cash flow, high returns, and continued global expansion, especially in the U.S. A potential NYSE listing is under consideration to support further growth, with ongoing share buybacks and disciplined capital allocation.
Fiscal Year 2024
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The AGM highlighted strong financial growth, disciplined capital management, and ongoing global expansion, with a focus on the Partner-Owner-Driver model. All resolutions were put to vote, and leadership reaffirmed commitment to core values, prudent risk management, and transparent reporting.
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FY2024 revenue grew 29.2% to AUD 108.1 million, with EBITDA margin rising to 27.8% and underlying NPATA up 52.3%. Strong cash flow, disciplined capital allocation, and rapid US expansion underpin a positive long-term outlook.