Kelly Partners Group Holdings Ltd
(ASX:KPG)
A$
4.21
+0.030 (+0.72%)
Market Cap: 190.61 Mil
Enterprise Value: 340.01 Mil
PE Ratio: 62.84
PB Ratio: 6.42
GF Score: 72/100 
Half Year 2026 Kelly Partners Group Holdings Ltd Earnings Call Transcript
Feb 10, 2026 / 11:00PM GMT
Release Date Price:
A$6.19
(+3.51%)
Key Points
Positve
- Revenue growth of 17% and a revenue run rate increase of 22%, indicating strong financial performance.
- Expansion into new international markets, including Ireland, India, Hong Kong, and the Philippines, enhancing global presence.
- Successful implementation of a programmatic acquisition strategy, with six acquisitions completed in the last six months.
- Strong cash flow and balance sheet metrics, with a cash conversion rate of 101.1% and a return on equity of 38.1%.
- Continued investment in internal software development and AI tools to differentiate services and improve operational efficiency.
Negative
- Share price has decreased by 49.51% over the last 12 months, reflecting broader market sell-off.
- Increased net debt to $77.1 million, primarily due to funding acquisitions, raising concerns about leverage.
- Slowdown in reported revenue growth from 24% to 17%, attributed to timing of acquisitions.
- Additional investments impacting NPATA and EBITDA margins, with returns on these investments yet to be fully realized.
- Challenges in expanding the acquisitions team due to high salary expectations, potentially limiting growth opportunities.
Kenneth Ko
Kelly Partners Group Holdings Ltd - Chief Financial Officer, Partner
Can you hear me, Brett?
Brett Kelly
Kelly Partners Group Holdings Ltd - Founder, Chief Executive Officer, Executive Chairman of the Board
I can hear you. Can you hear me?
Kenneth Ko
Kelly Partners Group Holdings Ltd - Chief Financial Officer, Partner
Yes. Yes, I can. We're live, Brett. So we're good to go.
Brett Kelly
Kelly Partners Group Holdings Ltd - Founder, Chief Executive Officer, Executive Chairman of the Board
Yes, that's cool. It just says my microphone is muted. That's all. But look, if we're live. Good day, and welcome to our First Half 2026 Results for Kelly Partners Group Holdings Limited.
My name is Brett Kelly, the Founder and CEO, and I'm joined by my colleague, Kenneth Ko, our Chief Financial Officer. It's really terrific to meet with everyone today, and we'll have a short presentation, which was published this morning and we'll take largely as having been read,
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