Kainos Group (KNOS) Q4 2026 TU earnings summary

Executive summary

• Revenue for the year ended 31 March 2026 is expected to exceed consensus, with adjusted PBT in line with forecasts.

• Achieved double-digit percentage revenue growth, strong sales, and record backlog levels in the second half.

• Workforce grew by 21% to 3,475, including 259 contractors and consultants, reflecting robust demand.

Financial highlights

• Revenue anticipated above consensus range of £392.1m–£411.1m; consensus at £406.5m.

• Adjusted PBT expected within £65.6m–£70.0m; consensus at £66.4m.

• Robust cash generation and a debt-free balance sheet support financial strength.

Outlook and guidance

• Optimism for continued momentum in digital transformation and Workday businesses.

• Margin improvement expected in H2 FY27 as contractor usage declines.

• Confidence in delivering on strategy despite macroeconomic volatility, supported by strong backlog and pipeline.