Kelly Partners Group Holdings Limited Q4 2026 Earnings Recap

Shares rose 9.1% after the company reported solid EBITDA and NPATA growth, underscoring sustained organic expansion and strong return metrics that outpaced investor expectations.

Key Takeaways

• Underlying EBITDA increased to AUD 17.9 million; underlying NPATA grew 18% to AUD 10.8 million.
• Organic revenue growth was 2.9%, contributing to a current run rate of approximately AUD 164 million.
• Return on invested capital (ROIC) remains elevated at 23.2%, with a return on equity improving to 35.7% from 31.9%.
• The business maintains a disciplined capital structure with shares outstanding stable since IPO and strong free cash flow per share up 17.5%.
• The company highlighted its global operational reach now functioning 24/7, aiming to compound growth further through this expanded flywheel.