Kainos Group Earnings Call Transcripts
Fiscal Year 2026
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Record sales and revenue growth driven by strong performance across all divisions, with significant expansion in North America and a robust backlog supporting future visibility. Profitability impacted by higher costs and contractor use, but full-year guidance is maintained and growth is expected to translate to profit by fiscal 2027.
Fiscal Year 2025
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Strong growth in Digital Services, Workday Services, and Workday Products is underpinned by a deepening partnership with Workday, a robust product innovation pipeline, and a disciplined approach to diversification and capital allocation. Expansion in Canada is accelerating through the Davis Pier acquisition, targeting significant public sector opportunities.
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Fiscal 2025 saw strong growth in Workday Products and AI, but services divisions faced revenue declines, prompting restructuring. New customer acquisition and international expansion remain robust, with continued investment in product development and a positive outlook for ARR targets.
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H1 2024 saw strong growth in Workday Products and healthcare, offset by declines in Digital Services and Workday Services due to economic and political headwinds. Cash position remains robust, a £30 million share buyback was launched, and long-term ARR targets for Workday Products were raised.