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KFL · NZX

Kingfish (KFL)

Investment Companies / Listed investment company•Covered: FY21 - FY26•11 published briefings

Kingfish is an NZX-listed investment companies / listed investment company company with FY21 - FY26 of published result briefings.

Latest briefing

FY26 · Released 25 May 2026

Kingfish portfolio returned -3.2% versus +5.2% benchmark, NAV down 11.1%

An 8.4 percentage point benchmark gap drove a NZ$13.6m net loss and pulled NTA to NZ$1.20 while annual distributions slipped to 10.84cps.

Market data

As at close
Close price
NZD 1.20
Market cap
$436.1m
Dividend yield
8.8%

as at close, 21 July 2026. Source: yfinance.

Sections⌄
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights
  1. Snapshot
  2. Valuation
  3. Chat
  4. Longitudinal View
  5. Follow-through
  6. Archive
  7. Related Insights

Snapshot

Latest metrics

FY26, released 25 May 2026

← Swipe to view more
KFL latest metrics
MetricValueChange
Revenue-$8.3m↓ -117.2%
NPAT-$13.6m↓ -133.3%
DPS2.5c↓ -9.5%
Total assets$31m↓ -93.4%

Source: latest published briefing (FY26, released 25 May 2026). Change compares against the prior equivalent period: FY25, released 19 May 2025.

Valuation

Valuation

A compact read on what the market price implies next to the latest filing data. The numbers are a starting point for comparison, not a recommendation.

Prices as at close, 21 July 2026

Price and market cap

The latest close and share count context for the market price.

Market cap

$436.1m

i

End-of-day close multiplied by current shares on issue.

Income and fund shape

Yield and fund-style valuation where the company shape supports it.

Dividend yield

8.8%

i

Trailing dividends compared with the latest close.

Premium / discount

0.2%

i

For investment companies, price compared with reported NTA.

Total return

Not available

i

Available once dividend and adjustment data are verified.

Profitability multiples

How the market price compares with recent earnings and cash-flow inputs.

P/E

Not available

i

Not meaningful when recent earnings are negative.

EPS

-0.04

i

Recent filing-derived earnings per share.

PEG

Not available

i

Not available for this company right now.

EV/EBITDA

Not available

i

Not useful for this reporting shape.

P/FCF

Not available

i

Not available for this company right now.

Price history

Daily closes use the full available width, with hover and touch readouts against real observations. Expand opens the chart at reading size.

Share price

Five years of daily closes, as at close, 5 June 2026. Weekends, suspensions, and listing gaps stay as natural gaps in the time scale.

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P/E over time

Filing-period markers only: EOD close on or before each release date divided by filing-derived trailing NPAT where both inputs verify.

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Chat

Ask about KFL

Ask follow-up questions about Kingfish's latest result and company history.

Informational only. No buy, sell, hold, price-target, or personal financial advice.

Ask about KFL

Informational only. No buy, sell, hold, price-target, or personal financial advice.

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What changed in the latest result?What is unusual in the historical context?How has cash conversion changed over time?Compare this company with CNU.

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Longitudinal view

Performance over time

The latest period is shown first.

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KFL metric history
MetricFY2612 MONTHS25 May 2026HY266 MONTHS24 November 2025FY2512 MONTHS19 May 2025HY256 MONTHS21 November 2024FY2412 MONTHS20 May 2024HY246 MONTHS20 November 2023FY2312 MONTHS22 May 2023HY236 MONTHS17 November 2022FY2212 MONTHS23 May 2022HY226 MONTHS22 November 2021FY2112 MONTHS27 May 2021Trend
Revenue-$8.3m$20m$48.2m$5.5m$10.1m-$12.3m$9m-$45.9m-$10.7m$63.2m$156m
Chart
Revenue growth %-179.7%Outside range lowOutside range low revenue growth. -179.7%; 4-period range -106.8% to n/m. Revenue growth: -179.7%, below normal range; 4-period mean 682.5%, range -106.8%n/m.262.8%379.4%144.8%11.5%73.2%—-172.7%-106.8%-33.9%n/m
Chart
  • FY26 Revenue growth %: Outside range low revenue growth. -179.7%; 4-period range -106.8% to n/m. Revenue growth: -179.7%, below normal range; 4-period mean 682.5%, range -106.8%n/m.
EBITDA———————-$48.4m-$17.3m$56.9m$142.7m
Chart
EBITDA margin %———————105.4%162.2%90.1%91.5%
Chart
PBT—$16.4m—$42.8m$19.9m-$14.7m-$19.4m-$48.4m-$17.3m$56.9m$142.7m
Chart
PBT growth %—-61.7%———————-34.6%n/m
Chart
NPAT-$13.6m$16.4m$40.8m$42.8m$19.9m-$14.7m-$19.5m-$48.4m-$17.3m$56.9m$142.7m
Chart
NPAT growth %—-61.7%105.0%——————-34.6%n/m
Chart
Operating cash flow—$16m—$10.2m$22.4m$15.1m$22.7m$13.6m$3.2m$1.1m-$48.3m
Chart
OCF / EBITDA %———————-28.0%-18.6%1.9%-33.8%
Chart
DPS2.5c2.7c2.8c2.9c2.6c2.6c2.8c2.9c3.2c3.7c3.6c
Chart
Payout ratio vs NPAT %—57.4%—22.7%181.7%————20.2%23.9%
Chart
Annual payout ratio vs EPS %————181.7%—————24.0%
Chart
ROE %—3.5%8.7%9.3%4.3%-3.4%-4.2%Outside range lowOutside range low roe. -4.2%; 4-period range -3.4% to 25.9%. ROE: -4.2%, below normal range; 4-period mean 8.9%, range -3.4%-25.9%.-10.9%Unprecedented lowUnprecedented low roe. -10.9%; 4-period range -3.4% to 9.6%. ROE: -10.9%, unprecedented low; 4-period mean 4.8%, range -3.4%-9.6%.-3.4%9.6%Outside range highOutside range high roe. 9.6%; 4-period range -10.9% to 9.3%. ROE: 9.6%, above normal range; 4-period mean -0.4%, range -10.9%-9.3%.25.9%Unprecedented highUnprecedented high roe. 25.9%; 4-period range -4.2% to 8.7%. ROE: 25.9%, unprecedented high; 4-period mean 1.3%, range -4.2%-8.7%.
Chart
Net debt————————-$8m——
—
Net debt / EBITDA————————0.46x——
—
Debtor days—26—1530n/m0n/mn/m91
Chart
Total assets$31m$473.9m$470.6m$487.5m$458.9m$435.2m$462.2m$445.1m$506.4m$597.1m$560.4m
Chart

Reference: annolyse.ai/companies/kfl

Note: Figures are shown as reported. Half-year and full-year absolute values are not directly comparable. Growth rates and ratios are the meaningful comparison across mixed periods.

NTA/NAV per share

Net tangible asset or net asset value per share, shown in per-share cents for chart readability.

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  • FY21 KFL: Unprecedented high nta/nav per share. 177c; 5-period range 120c to 158c. NTA/NAV per share: n/m, unprecedented high; 5-period mean n/m, range n/mn/m.
  • HY22 KFL: Unprecedented high nta/nav per share. 188c; 4-period range 129.61c to 141.38c. NTA/NAV per share: n/m, unprecedented high; 4-period mean n/m, range n/mn/m.
  • HY24 KFL: Outside range low nta/nav per share. 130c; 4-period range 134.03c to 187.94c. NTA/NAV per share: n/m, below normal range; 4-period mean n/m, range n/mn/m.
  • FY26 KFL: Outside range low nta/nav per share. 120c; 5-period range 134c to 177c. NTA/NAV per share: n/m, below normal range; 5-period mean n/m, range n/mn/m.

Investment income

Recurring investment-income or revenue-return proxy, excluding fair-value movement where disclosed.

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  • FY21 KFL: Outside range low investment income. $5.5m; 3-period range $7.9m to $10.1m. Investment income: NZ$5.5m, below normal range; 3-period mean NZ$9.0m, range NZ$7.9m-NZ$10.1m.
  • HY22 KFL: Unprecedented low investment income. $4.6m; 4-period range $5m to $5.9m. Investment income: NZ$4.6m, unprecedented low; 4-period mean NZ$5.5m, range NZ$5.0m-NZ$5.9m.
  • FY24 KFL: Outside range high investment income. $10.1m; 3-period range $5.5m to $9m. Investment income: NZ$10.1m, above normal range; 3-period mean NZ$7.5m, range NZ$5.5m-NZ$9.0m.
  • HY26 KFL: Outside range high investment income. $5.9m; 4-period range $4.6m to $5.7m. Investment income: NZ$5.9m, above normal range; 4-period mean NZ$5.2m, range NZ$4.6m-NZ$5.7m.

Investment total return

Total income or return including fair-value or capital movement where disclosed.

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  • FY21 KFL: Outside range high investment total return. $156m; 3-period range $-14.7m to $26.8m. Investment total return: NZ$156.0m, above normal range; 3-period mean NZ$0.5m, range NZ$-14.7m-NZ$26.8m.
  • HY22 KFL: Outside range high investment total return. $63.2m; 4-period range $-45.9m to $46.4m. Investment total return: NZ$63.2m, above normal range; 4-period mean NZ$2.1m, range NZ$-45.9m-NZ$46.4m.
  • HY23 KFL: Unprecedented low investment total return. $-45.9m; 4-period range $-12.3m to $63.2m. Investment total return: NZ$-45.9m, unprecedented low; 4-period mean NZ$29.3m, range NZ$-12.3m-NZ$63.2m.
  • FY23 KFL: Outside range low investment total return. $-14.7m; 3-period range $-10.7m to $156m. Investment total return: NZ$-14.7m, below normal range; 3-period mean NZ$57.4m, range NZ$-10.7m-NZ$156.0m.

Net assets attributable

Net asset base attributable to shareholders or unitholders.

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  • FY21 KFL: Unprecedented high net assets attributable. $551.4m; 4-period range $457.6m to $505.4m. Net assets attributable: NZ$551.4m, unprecedented high; 4-period mean NZ$473.6m, range NZ$457.6m-NZ$505.4m.
  • HY22 KFL: Unprecedented high net assets attributable. $594.4m; 4-period range $434.4m to $486.7m. Net assets attributable: NZ$594.4m, unprecedented high; 4-period mean NZ$459.7m, range NZ$434.4m-NZ$486.7m.
  • HY24 KFL: Outside range low net assets attributable. $434.4m; 4-period range $444.4m to $594.4m. Net assets attributable: NZ$434.4m, below normal range; 4-period mean NZ$499.7m, range NZ$444.4m-NZ$594.4m.
  • FY24 KFL: Outside range low net assets attributable. $457.6m; 4-period range $461.6m to $551.4m. Net assets attributable: NZ$457.6m, below normal range; 4-period mean NZ$497.1m, range NZ$461.6m-NZ$551.4m.

Distribution coverage

Recurring investment income or revenue-return coverage of cash distributions where source-backed.

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Portfolio/NAV total return vs benchmark

Portfolio or NAV total return compared with the disclosed benchmark or index return.

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  • FY21 Portfolio/NAV total return: Outside range high portfolio/nav total return. 41.1%; 3-period range -3.5% to 8.9%. Portfolio/NAV total return: 41.1%, above normal range; 3-period mean 0.7%, range -3.5%-8.9%.
  • FY22 Portfolio/NAV total return: Outside range low portfolio/nav total return. -3.5%; 3-period range -3.2% to 41.1%. Portfolio/NAV total return: -3.5%, below normal range; 3-period mean 15.6%, range -3.2%-41.1%.
  • HY23 Portfolio/NAV total return: Outside range low portfolio/nav total return. -9.5%; 3-period range -3.3% to 10.4%. Portfolio/NAV total return: -9.5%, below normal range; 3-period mean 5.8%, range -3.3%-10.4%.
  • FY21 Benchmark total return: Unprecedented high benchmark total return. 28.2%; 5-period range -3.6% to 5.2%. Benchmark total return: 28.2%, unprecedented high; 5-period mean 1.6%, range -3.6%-5.2%.
  • HY22 Benchmark total return: Outside range high benchmark total return. 5.7%; 4-period range -8.6% to 2.6%. Benchmark total return: 5.7%, above normal range; 4-period mean -2.7%, range -8.6%-2.6%.
  • FY22 Benchmark total return: Outside range low benchmark total return. -3.6%; 5-period range 1.4% to 28.2%. Benchmark total return: -3.6%, below normal range; 5-period mean 8.0%, range 1.4%-28.2%.
  • HY23 Benchmark total return: Unprecedented low benchmark total return. -8.6%; 4-period range -4.9% to 5.7%. Benchmark total return: -8.6%, unprecedented low; 4-period mean 0.9%, range -4.9%-5.7%.

The setup & the reality

HY26 → FY26 Follow-through

The latest result is checked against what the prior briefing said to watch.

Current result now available

FY26 · Released 25 May 2026

Annolyse analysis published 25 May 2026

Kingfish portfolio returned -3.2% versus +5.2% benchmark, NAV down 11.1%

An 8.4 percentage point benchmark gap drove a NZ$13.6m net loss and pulled NTA to NZ$1.20 while annual distributions slipped to 10.84cps.

Read latest briefing→

Historical setup

What HY26 said to watch

Previous analysisHY26·Result released24 November 2025·Annolyse analysis published22 April 2026

From Portfolio return halved to NZ$20.0m but investment income hit a record NZ$5.9m

No forward targets, NAV guidance, or portfolio outlook figures are supplied in the release excerpts. The release commentary itself notes the outlook "has failed to improve as expected," which suggests management is not signalling a near-term acceleration in either portfolio returns or the recurring income trajectory.

Against the supplied historical baseline, the result sits roughly mid-range on portfolio total return, at a record on recurring income, and at the lower edge of the NTA-per-share band. The release does not contain enough forward context to assess whether the second half can rebuild NTA per share toward the historical mean of NZ$1.49.

Open questions

Open questions from HY26

  • What was the portfolio's total return versus the NZ benchmark in the half, and did Kingfish maintain the relative outperformance shown in prior periods?
  • Why has NTA per share moved to the lower edge of its historical range, and how much of the move reflects distributions versus portfolio performance?
  • How sustainable is the distribution given coverage remains below 50% and recurring income, while at a record, still falls well short of distributions paid?
  • What is the current expense ratio and has it changed materially against the historical fee load?
  • How does management read the comment that the outlook "has failed to improve as expected," and what does that imply for portfolio positioning?

This briefing cannot assess portfolio-level holdings, the gross-versus-net portfolio return split, the expense ratio, or any unrealised gain/loss composition that would clarify how much of the NZ$20.0m total return is capital movement versus realised gains.

Archive

Briefing archive

Every published Annolyse briefing for this company appears here in reverse chronological order.

FY26 · Released 25 May 2026

Kingfish portfolio returned -3.2% versus +5.2% benchmark, NAV down 11.1%

An 8.4 percentage point benchmark gap drove a NZ$13.6m net loss and pulled NTA to NZ$1.20 while annual distributions slipped to 10.84cps.

Read briefing→

HY26 · Released 24 November 2025

Portfolio return halved to NZ$20.0m but investment income hit a record NZ$5.9m

NPAT fell 61.7% to NZ$16.4m as fair-value gains receded against a near-flat benchmark, while NTA per share slipped 5.2% to NZ$1.34.

Read briefing→

FY25 · Released 19 May 2025

Kingfish beat benchmark by 7.5pp but H2 NPAT swung to -$2.0m

A strong first half drove the $40.8m full-year NPAT, but H2 reversed and NTA per share sits at the lower edge of its four-year range.

Read briefing→

HY25 · Released 21 November 2024

Portfolio return of 10.4% drove Kingfish to NZ$42.8m interim profit

Recurring investment income held flat at NZ$5.5m, leaving distributions only 48.8% income-covered despite the headline swing.

Read briefing→

FY24 · Released 20 May 2024

Kingfish swung to NZ$19.9m profit but net assets fell below historical range

Distributions of NZ$23.0m absorbed the portfolio rebound, leaving net assets at NZ$457.6m versus the NZ$461.6m–NZ$505.4m historical range.

Read briefing→

HY24 · Released 20 November 2023

Kingfish NTA slipped to $1.30 as loss narrowed but net assets eroded

The portfolio beat its benchmark by 1.6pp, yet net assets stayed below the historical baseline and the interim distribution was trimmed 7.7%.

Read briefing→

FY23 · Released 22 May 2023

NTA per share fell 11.4% while the benchmark returned +3.2%

Recurring investment income grew 14.4% to NZ$9.0m, but a NZ$14.7m portfolio loss left distributions only 36.7% covered by income.

Read briefing→

HY23 · Released 17 November 2022

Portfolio return of -9.5% drove $48.4m loss as NAV per share fell

Kingfish trailed its benchmark by 0.9pp as net assets fell to $444.4m and ROE swung to an unprecedented -10.9%, with distribution coverage at 39.5%.

Read briefing→

FY22 · Released 23 May 2022

NTA fell 10.7% to $1.58 as portfolio return swung to -3.5%

A strong $56.9m H1 profit was more than reversed in H2, leaving a $17.3m full-year loss and active return barely ahead of the benchmark.

Read briefing→

HY22 · Released 22 November 2021

Kingfish NTA hit a record $1.88 as portfolio beat benchmark by 4.7pp

Net profit fell 34.6% against an exceptional prior-year comparable, but a 10.4% portfolio return lifted net assets to a record $594.4m.

Read briefing→

FY21 · Released 27 May 2021

Portfolio returned 41.1%, beating benchmark by 12.9 points

NTA per share hit a fresh high of $1.77, but recurring investment income fell 10.9% and covered only 25.4% of distributions paid.

Read briefing→

Related insights

Compare this company

The latest KFL metrics also appear in these cross-company views.

Insight

Revenue growth context

Revenue growth was -179.7% for this reporting period.

Open insight→

Get notified when KFL publishes

Get the next Kingfish result briefing and five-year history updates by email.