KPG.AX(KPG.AX)

$3.96—

Chart

KPG.AX(KPG.AX)

ASX

$3.96—

Chart Studio

KPG.AX(KPG.AX)

KPG.AX

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

7/11/26

KELLY PARTNERS (KPG.AX)

Saturday

3:25 PM

Thesis: The expansion of the franchise network and increased demand for advisory services due to regulatory changes are creating a more favorable outlook for KPG.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$108M	$135M
Rev. Growth	+25.0%	+24.5%
EPS	$0.08	$0.08
EPS Growth	-10.3%	-2.9%
P/E	50.6×	52.1×

What’s Driving the Stock

1KPG's franchise partner network has expanded by 15% YoY, indicating strong demand for its services.
2The company is investing in a new digital platform aimed at improving client engagement, projected to increase client retention by 20%.
3Recent regulatory changes are expected to increase compliance needs for SMEs, potentially driving demand for KPG's advisory services.
4Digital transformation in accounting services
5Growth of the SME sector in Australia
6Growth in SME sector demand for accounting services
7Expansion of franchise network across Australia
8Technological advancements in service delivery

FY2025 Snapshot

Revenue: $135M
Rev. Growth: +24.5%
Gross Margin: 19.3%
Op. Margin: 19.3%
Net Margin: 2.5%
Net Income: $3M
NI Growth: -3.1%
EPS: $0.08
1Y Return: -64.5%

KPG.AX Chart

My Notes

"Our growth strategy is gaining traction, and we are well-positioned to capitalize on the evolving needs of SMEs."
Moat: KPG's franchise model and established brand provide a moderate level of competitive advantage, though it faces pressure from larger firms.
growth - Investors may be attracted to KPG due to its strong revenue growth potential and expansion opportunities.
Rising interest rates can increase financing costs for SMEs, potentially reducing demand for KPG's services and impacting valuation…
Watch on earnings: SME sector growth rate, Franchise partner expansion rate, Operating margin.

One Sentence Summary:

Kelly Partners: the setup is constructive — kpg's franchise partner network has expanded by 15% yoy, indicating strong demand for its services.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2024

FY2025

P/E

50.6×

52.1×

What’s Driving the Stock

1KPG's franchise partner network has expanded by 15% YoY, indicating strong demand for its services.

2The company is investing in a new digital platform aimed at improving client engagement, projected to increase client retention by 20%.

3Recent regulatory changes are expected to increase compliance needs for SMEs, potentially driving demand for KPG's advisory services.

4Digital transformation in accounting services

5Growth of the SME sector in Australia

6Growth in SME sector demand for accounting services

7Expansion of franchise network across Australia

8Technological advancements in service delivery

My Notes

"Our growth strategy is gaining traction, and we are well-positioned to capitalize on the evolving needs of SMEs."

Moat: KPG's franchise model and established brand provide a moderate level of competitive advantage, though it faces pressure from larger firms.

growth - Investors may be attracted to KPG due to its strong revenue growth potential and expansion opportunities.

Rising interest rates can increase financing costs for SMEs, potentially reducing demand for KPG's services and impacting valuation…

Watch on earnings: SME sector growth rate, Franchise partner expansion rate, Operating margin.