Kelsian Group Limited · ASX:KLS
Kelsian — 2026 Macquarie Australia Conference
10 slides from Kelsian's conference presentation, May 7, 2026
Slide 1: ASX Announcement: 2026 Macquarie Australia Conference Presentation
Kelsian Group Limited ABN 49 109 078 257 L3, 26 Flinders Street Adelaide SA 5000 +61 (0)8 8202 8688 www.kelsian.com ASX Announcement 7 May 2026 2026 Macquarie Australia Conference Presentation Kelsian Group Limited (ASX:KLS) (‘Kelsian’) provides for information a copy of the presentation that Mr Gra
Slide 2: 2026 Macquarie Australia Conference
For personal use only 2026 Macquarie Australia Conference Kelsian Group Limited (ASX: KLS) Graeme Legh Group Chief Executive Officer 7 May 2026
Slide 3: Leading global multi-modal transport operator
AUSTRALIA SINGAPORE ______________________ ______________________________ Largest multimodal 3rd largest public transport bus Leading global public bus and ferry operator operator For personal use only multi-modal transport operator Operates a portfolio of public transport services providing essenti
Slide 4: Resilient operations with cost base protections
Resilient operations with cost base protections Margins largely protected from For personal use only Provide essential passenger journeys Public transport is maintained during times of crisis, with ~100% service delivery through COVID, and remains critical/essential during the current fuel price inc
Slide 5: FY26 trading update
FY26 trading update Q3 trading in line with expectations, demonstrating resilience in uncertain times For personal use only Q3 update • Continued strong performance in USA, including ongoing ramp up of industrial contracts • Acquired regional UK operator, South Wales Transport, to position for upcom
Slide 6: Tourism Portfolio divestment progressing
Tourism Portfolio1 divestment progressing Entered binding sale agreements for total cash consideration of $161 million For personal use only • Journey Beyond2 to acquire all Tourism Portfolio operations • Sale price equivalent to 6.8x the LTM underlying EBITDA of the Tourism Portfolio to 31 December
Slide 7: Post divestment of Tourism Portfolio
Post divestment of Tourism Portfolio Long term, defensive, contracted cashflows with growth exposure For personal use only Retained Marine Business Units • Kelsian’s streamlined operations to be focused on marine, bus and motorcoach transport Kangaroo Up to 25-year licence with the SA Government Isl
Slide 8: Foundations in place to deliver long-term growth
Foundations in place to deliver long-term growth Focus on operational excellence to drive improved returns from existing assets and For personal use only capitalise on significant growth pipeline Growth opportunities • Operational efficiencies, contract extensions and service growth from existing co
Slide 9: Kelsian investment proposition
Kelsian investment proposition A diversified global business with a strong track record of growth For personal use only 2026 Macquarie Conference 8
Slide 10: Disclaimer
Disclaimer Basis of Preparation, Forward Looking Statements and Disclaimer For personal use only This document has been prepared by Kelsian Group Limited (ACN 109 078 257) (‘Kelsian Group’ or the ‘Company’). No party other than Kelsian Group has authorised or caused the issue of this document, or ta