FY26 Investor Presentation

Key points

• Growth across all brands with continued momentum in turnaround
• Significant underlying EBITDA growth of 138% YOY
• Successful completion of technology and systems investments in Australia

Full summary

KMD Brands Ltd's FY26 presentation highlights continued growth across all brands, with Kathmandu, Rip Curl, and Oboz delivering year-over-year sales growth. The company achieved a significant underlying EBITDA growth of 138% YOY, driven by gross margin expansion and a reset cost base. Key financial highlights include a 6.5% increase in total sales, a 1.2% increase in gross margin, and a 4.0% EBITDA margin. The company also completed technology and systems investments in Australia, enabling simplification and streamlined business processes.

Outlook

KMD Brands Ltd expects strong digital growth across all brands to start FY27, delivering ROI on platform investments.