Serko Limited Ordinary Shares

SKO.NZX

Information Technology

Serko is a story of travel technology innovation. Founders Darrin Grafton and Bob Shaw started the Serko journey with Interactive Technologies Limited in 1994. ITL was a technology company designed to help travel agents solve a number of thorny mid-office and back office system challenges. As the Internet took off and irrevocably changed the way users searched and booked travel, the business changed direction in order to ride the wave and in 2000 Serko was born. Since then the company has gone from strength to strength and with an unwavering commitment to simplifying and improving the travel experience, has gone on to become Australasia's preferred OBT.

Market Data

Price

$1.700

+0.1%
Market Cap

$212.3M

P/E Ratio

-11.9x

EPS

$-0.142

Div. Yield

0.00%

52-Week Change

-0.4%

Latest Earnings

Serko's Audited FY26 Financial Results

20 May 2026

Revenue
$120.90
+34.0% YoY
NPAT
-$17.70
+19.0% YoY

Serko delivered strong FY26 results with total income up 34% to NZD $120.9 million, reaching the top end of its narrowed guidance range, driven by Booking.com for Business completed room nights up 31% to 4.3 million and the first full year of GetThere revenue ($16.1M). EBITDAFI (Earnings Before Interest, Tax, Depreciation, Amortisation, Foreign Currency and Fair Value) surged 137% to $6.5 million, while the net loss after tax narrowed by $4.2 million to $17.7 million. For FY27, Serko guides total income of $128-134 million and total spend of $132-140 million, with a strong start to the year and booking volumes slightly ahead of growth expectations. Key points: Total income grew 34% to NZD $120.9 million, reaching the top end of the narrowed guidance range; EBITDAFI (non-standard metric including FX and fair value adjustments) surged 137% to $6.5 million, demonstrating significant improvement in underlying operating earnings; Booking.com for Business completed room nights up 31% to 4.3 million, with active customers growing 36% to 301,000

Recent Announcements

20 May 2026 Actual Results Positive

Serko's Audited FY26 Financial Results

Serko delivered strong FY26 results with total income up 34% to NZD $120.9 million, reaching the top end of its narrowed guidance range, driven by Booking.com for Business completed room nights up 31% to 4.3 million and the first full year of GetThere revenue ($16.1M). EBITDAFI (Earnings Before Interest, Tax, Depreciation, Amortisation, Foreign Currency and Fair Value) surged 137% to $6.5 million, while the net loss after tax narrowed by $4.2 million to $17.7 million. For FY27, Serko guides total income of $128-134 million and total spend of $132-140 million, with a strong start to the year and booking volumes slightly ahead of growth expectations. Key points: Total income grew 34% to NZD $120.9 million, reaching the top end of the narrowed guidance range; EBITDAFI (non-standard metric including FX and fair value adjustments) surged 137% to $6.5 million, demonstrating significant improvement in underlying operating earnings; Booking.com for Business completed room nights up 31% to 4.3 million, with active customers growing 36% to 301,000

30 Apr 2026 Date Announcement Neutral

FY26 Full Year Results Announcement Date - 20 May 2026

Serko Limited (ASX & NZX: SKO) announced that it will release its full year results for the period ended 31 March 2026 on 20 May 2026, followed by a phone briefing at 11:00am NZT with management Q&A.

16 Apr 2026 Neutral

Annual Meeting and Closing Date for Director Nominations

Serko Limited (ASX & NZX: SKO) has announced its 2026 Annual Shareholders Meeting will be held on 30 June 2026 in Auckland with virtual attendance options, with director nominations closing on 4 May 2026 at 5:00pm NZT.

26 Mar 2026 Neutral

ASX Appendix 3H

Serko Limited ceased 3,868 options (SKOAA) and 524,199 restricted share units (SKOAB) on 26 March 2026 due to lapse of conditional rights where conditions were not satisfied or became incapable of being satisfied.

10 Mar 2026 Supplementary Neutral

Investor Day presentation & FY26 Trading Update

Serko Ltd held an Investor Day presentation on 16 May 2024 and provided a FY26 trading update, outlining strategic initiatives to leverage competitive advantages and pursue growth in targeted corporate segments, while also introducing a new multi-agent AI offering. The company expects FY26 total income to be above the midpoint of its previous guidance range of $11.1m-$12.1m, narrowed to $11.0m-$12.0m, with total spend guided to $11.2m-$12.0m reflecting delivery efficiencies.

5 Mar 2026 Insider Neutral

Ongoing Disclosure Notice - Claudia Batten

Claudia Batten, a Director of Serko Limited, sold 140.08 ordinary shares on 3 March 2026 through an automated custodial plan to settle administration fees, reducing her custodial holding from 41,088.61 to 40,948.53 shares while maintaining a separate beneficial ownership of 89,639 shares.

3 Mar 2026 Sph Neutral

SPH Notice - FirstCape Group Limited

FirstCape Group Limited changed substantial holding from 15.424% to 16.433%.

27 Feb 2026 Sph Neutral

SPH Notice - Harbour Asset Management Limited

Harbour Asset Management Limited changed substantial holding from 15.062% to 16.189%.

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