Kelly Partners Group Holdings Ltd (ASX:KPG)

Full Year 2025 Kelly Partners Group Holdings Ltd Earnings Call Transcript

Aug 11, 2025 / 12:00 AM GMT

Release Date Price: A$10.62 (-0.19%)

Transcript

Key Points

Positve

Kelly Partners Group Holdings Ltd (KPGHF) reported a 25% increase in revenue, reaching $134 million, with a revenue run rate of approximately $150 million.
The company achieved an 8% growth in free cash flow, demonstrating strong cash management.
Kelly Partners Group Holdings Ltd (KPGHF) has successfully doubled its business six times in 19 years, indicating a robust business model.
The company maintains a high cash conversion rate of 99.8%, showcasing operational efficiency.
The international expansion, particularly in the US, has been rapid, achieving the size of the Australian business at IPO in just 2.5 years.

Negative

There has been a reduction in return on invested capital, which may concern investors looking for high returns.
The company has used more capital for US expansion compared to Australia, impacting profitability in the short term.
Net debt increased by 29.4% from the prior year, primarily due to acquisitions, which could raise concerns about leverage.
The company faces challenges in turning around profitability in the US and Ireland to match Australian levels.
Significant costs were incurred for PCAOB audits and legal expenses in the US, impacting financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KPG.AX - Kelly Partners Group Holdings Ltd
Full Year 2025 Kelly Partners Group Holdings Ltd Earnings Call
Aug 12, 2025 / 12:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Kelly Partners.

Welcome everybody to the FY25 results presentation for Kelly Partners Group Holdings Limited.

My name's Brett Kelly, the founder and CEO, and I'm joined by our Chief Financial Officer, Kenneth Koe.

Our plan format is to share the presentation which we published this morning and take questions through the the chat function of the Q&A.

I expect we can get through this quite quickly as our business is very consistent and for those of you have followed the business for some time, I think most of what you can see here you'll be very familiar with.

There are now 660 team members, 102 equity partners across 38 businesses in five countries,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.