Kainos Group H2 Earnings Call Highlights

Kainos Group (LON:KNOS) said it has returned to maturation aft reporting stronger sales, gross and backlog for the twelvemonth ended March 31, 2026, with absorption highlighting broad-based momentum crossed its 3 divisions.

Brendan, who led the presumption alongside Richard, said the main connection from the results was that “Kainos are backmost successful maturation mode.” The institution reported income bookings up 32% to GBP 505 million, which Brendan described arsenic a grounds income period. Revenue roseate to GBP 431 million, portion backlog stood astatine much than GBP 430 million, providing what absorption called beardown visibility into fiscal 2027 and aboriginal years.

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The institution said maturation was not concentrated successful 1 area. Digital Services income roseate 29%, Workday Services income accrued 44%, and Workday Products yearly recurring revenue, oregon ARR, grew 23%. Brendan said gross besides accrued crossed each 3 divisions, though the accelerated maturation required greater usage of contractors and proviso partners, which moderated borderline growth.

Customer basal and workforce grow

Kainos said it present works with much than 1,250 customers globally, with astir fractional of its customers based extracurricular the U.K. Revenue from existing customers accrued by much than GBP 70 cardinal implicit the past year, and the institution added much than 150 caller clients. Brendan besides pointed to a Net Promoter Score of 61, which helium said placed the institution successful the “excellent” category.

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North America was the fastest-growing region, with gross up 20% twelvemonth implicit twelvemonth and present representing astir one-third of radical revenue. The institution besides reported maturation successful the U.K. and Europe.