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Kelsian Group Community
ASX:KLS Community
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Kelsian Group
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
North American Expansion And Operational Efficiencies Will Boost Future Performance
Key Takeaways Kelsian Group anticipates revenue growth through efficiencies, strategic contract expansions, and major projects in North America and the U.S. industrial sector. Renewed contracts and operational optimizations, including cost controls and dynamic pricing, are expected to stabilize and improve net margins.
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AU$4.40
FV
12.7% undervalued
intrinsic discount
3.97%
Revenue growth p.a.
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1 day ago
author updated this narrative
Kelsian Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
US And UK Urbanization Will Expand Low-Emission Transit
Key Takeaways Structural margin improvements and strategic cost initiatives position Kelsian for sustained profitability outperformance relative to consensus expectations. Global decarbonization trends and urbanization drive long-term contract growth, expanding stable revenues and supporting ambitious international expansion.
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AU$5.60
FV
31.4% undervalued
intrinsic discount
4.57%
Revenue growth p.a.
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1 day ago
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Kelsian Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Slowing Demand And Rising CapEx Will Hinder Prospects
Key Takeaways Structural shifts toward remote work and stagnant ridership threaten long-term organic growth and expose the company to policy and competitive risks. Rising compliance costs, aging demographics, and operational inefficiencies from acquisitions are likely to suppress operating margins and hinder meaningful earnings improvement.
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AU$3.50
FV
9.7% overvalued
intrinsic discount
4.43%
Revenue growth p.a.
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16 days ago
author updated this narrative
Your Valuation for
KLS
KLS
Kelsian Group
Your Fair Value
AU$
Current Price
AU$3.84
34.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
3b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$2.5b
Earnings AU$59.8m
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