SERKO LIMITED (SKO)
Share Price Analysis and Chart

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SKO

SKO - SERKO LIMITED

FNArena Sector : Software & Services
Year End: March
GICS Industry Group : Software & Services
Debt/EBITDA: 2.65
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$1.24

25 Mar
2026

-0.160

OPEN

$1.25

-11.43%

HIGH

$1.29

13,090

LOW

$1.22

TARGET
$3.915 215.7% upside
OTHER COMPANIES IN THE SAME SECTOR
360 . ALC . AMX . AR9 . ATA . AV1 . BMT . COS . DOC . GTK . KYP . NXL . PPL . QOR . RDY . UBN . VGL . XF1 . YOJ .
FNARENA'S MARKET CONSENSUS FORECASTS
SKO: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) - 5.0 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio N/A xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages
HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-16.5
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx80.5 M
Book Value Per Share xxxxxxxxxxxxxxx74.5
Net Operating Cash Flow xxxxxxxxxxxxxxx4.4 M
Net Profit Margin xxxxxxxxxxxxxxx-24.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-20.30 %
Return on Invested Capital xxxxxxxxxxxxxxx-20.11 %
Return on Assets xxxxxxxxxxxxxxx-17.08 %
Return on Equity xxxxxxxxxxxxxxx-20.30 %
Return on Total Capital xxxxxxxxxxxxxxx-17.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx3.3 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx1 M
Long Term Debt xxxxxxxxxxxxxxx1 M
Total Debt xxxxxxxxxxxxxxx2 M
Goodwill - Gross xxxxxxxxxxxxxxx2 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx56 M
Price To Book Value xxxxxxxxxxxxxxx4.82

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx5.7 M
Capex % of Sales xxxxxxxxxxxxxxx7.03 %
Cost of Goods Sold xxxxxxxxxxxxxxx78 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx20 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.8

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

11/03/2026

1

Buy

-

-

Serko’s Investor Day demonstrated to UBS that AI presents opportunity rather than disruption risk, following the unveiling of the Serko.ai corporate travel booking platform.

Serko.ai uses large language models trained on over 10m bookings and 400 corporate travel policies, targeting US small-to-medium businesses and mid-market customers.

The analysts expect Booking.com for Business to remain the primary growth driver through FY30, with potential new partnerships offering further revenue opportunities.

The broker retains a Buy rating, noting limited exposure to Middle East disruptions. Target price slips to NZ$4.00 from NZ$4.35.

FORECAST
UBS forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -0.04 cents.
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -0.01 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

-

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

16/03/2026

2

Overweight

-

-

Serko’s investor day highlighted its strategy to scale corporate travel booking products, with Booking.com for Business (B4B) expected to remain the primary near-term earnings driver, Jarden reports.

The broker highlights accelerating B4B product development and improved conversion rates, alongside a new US target segment focused on workforce mobility corporates with high accommodation demand.

The company also unveiled Serko.ai, a conversational AI travel booking interface aimed at managed travel in North America, with beta testing set for April 2026 and a minimum viable product targeted by late 2026.

FY26 revenue guidance was narrowed to NZ$119-NZ$121m while spending guidance was reduced, reflecting efficiency gains.

Overweight rating and NZ$4.55 target price unchanged.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.62 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -4.63 cents.
Access Extra Coverage Research History >

SKO STOCK CHART

FNArena News on SKO

1
Australian Broker Call *Extra* Edition – Mar 16, 2026

Mar 16 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Nov 24, 2025

Nov 24 2025 - Daily Market Reports
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FNArena Corporate Results Monitor – 21-11-2025

Nov 21 2025 - Australia
4
Weekly Ratings, Targets, Forecast Changes – 23-05-25

May 26 2025 - Weekly Reports
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Next Week At A Glance – 26-30 May 2025

May 23 2025 - Weekly Reports

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