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SKO · NZX

Serko (SKO)

Technology / Travel software•Covered: FY21 - FY26•9 published briefings

Serko is an NZX-listed technology / travel software company with FY21 - FY26 of published result briefings.

Latest briefing

FY26 · Released 20 May 2026

EBITDAFI lifted 137% but free cash flow worsened to -NZ$4.4m

GetThere's first full year creates a basis discontinuity in the headline comparison while capex rose 59.7% and a working-capital release flatters

Market data

As at close
Close price
NZD 1.29
Market cap
$162.7m
Dividend yield
0%

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 20 May 2026

← Swipe to view more
SKO latest metrics
MetricValueChange
Revenue$119.4m↑ +188.0%
NPAT-$17.7m↓ -247.1%
Operating cash flow$7m↑ +50.1%
ROE %-20.0%↓ -15.5pp
PBT-$17m↓ -269.6%
FCF pre-lease-$4.4m↓ -438.5%
FCF post-lease-$4.4m↓ -438.5%
Debtor days19↓ -32.8%
Total assets$116m↓ -8.4%

Source: latest published briefing (FY26, released 20 May 2026). Change compares against the prior equivalent period: FY25, released 29 October 2024.

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

$162.7m

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

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

-0.14

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Recent filing-derived earnings per share.

PEG

Not available

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Not available for this company right now.

EV/EBITDA

Not available

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Not available for this company right now.

P/FCF

Not available

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Not meaningful when free cash flow is negative or unavailable.

P/B

1.84x

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Market value compared with latest reported equity.

Income and fund shape

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

Dividend yield

0.0%

i

Trailing dividends compared with the latest close.

Total return

Not available

i

Available once dividend and adjustment data are verified.

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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Chat

Ask about SKO

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

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

Ask about SKO

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

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Sign in to ask company questions.

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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SKO metric history
MetricFY2612 MONTHS20 May 2026HY266 MONTHS2025-11-18T08:37:34+13:00FY2512 MONTHS29 October 2024FY2412 MONTHS28 May 2024HY246 MONTHS15 November 2023HY236 MONTHS23 November 2022FY2212 MONTHS18 May 2022HY226 MONTHS28 October 2021FY2112 MONTHS19 May 2021Trend
Revenue$119.4m$61.1m$41.5m$68.8m$35.8m$18.8m$17.9m$9.2m$12.4m
Chart
Revenue growth %34.9%47.4%Outside range lowOutside range low revenue growth. 47.4%; 3-period range 80.8% to 105.3%. Revenue growth: 47.4%, below normal range; 3-period mean 92.2%, range 80.8%-105.3%.-39.7%285.1%Unprecedented highUnprecedented high revenue growth. 285.1%; 4-period range -52% to 43.8%. Revenue growth: 285.1%, unprecedented high; 4-period mean -3.3%, range -52.0%-43.8%.90.4%105.3%Outside range highOutside range high revenue growth. 105.3%; 3-period range 47.4% to 90.4%. Revenue growth: 105.3%, above normal range; 3-period mean 72.9%, range 47.4%-90.4%.43.8%80.8%-52.0%Outside range lowOutside range low revenue growth. -52%; 4-period range -39.7% to 285.1%. Revenue growth: -52.0%, below normal range; 4-period mean 81.0%, range -39.7%-285.1%.
Chart
  • FY24 Revenue growth %: Unprecedented high revenue growth. 285.1%; 4-period range -52% to 43.8%. Revenue growth: 285.1%, unprecedented high; 4-period mean -3.3%, range -52.0%-43.8%.
  • HY26 Revenue growth %: Outside range low revenue growth. 47.4%; 3-period range 80.8% to 105.3%. Revenue growth: 47.4%, below normal range; 3-period mean 92.2%, range 80.8%-105.3%.
EBITDA——-$7.9m-$18.6m-$9m-$22.9m-$0.04m-$11.8m-$22.3m
Chart
EBITDA margin %——-19.1%-27.0%-25.2%-121.8%-0.2%-128.5%-179.8%
Chart
PBT-$17m-$8.5m-$4.6m-$15.7m-$6.8m-$19.6m-$35.6m-$15.2m-$29m
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NPAT-$17.7m-$9.5m-$5.1m-$15.9m-$7.2m-$19.7m-$36m-$15.2m-$29.4m
Chart
Operating cash flow$7m$8.6m$4.7m$5.9m$2.2m-$17m-$18.5m-$9.8m-$18m
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OCF / EBITDA %——-59.2%-31.8%-24.8%74.1%n/m83.5%80.8%
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FCF pre-lease-$4.4m—$1.3m-$5.5m-$2.9m-$22m-$18.5m-$16.8m-$18m
Chart
FCF post-lease-$4.4m$3m$1.3m——————
Chart
ROE %-20.0%-10.3%-4.5%Unprecedented highUnprecedented high roe. -4.5%; 4-period range -28.2% to -13.7%. ROE: -4.5%, unprecedented high; 4-period mean -21.4%, range -28.2%--13.7%.-13.7%-5.6%-14.7%-23.8%-17.1%-28.2%Outside range lowOutside range low roe. -28.2%; 4-period range -23.8% to -4.5%. ROE: -28.2%, below normal range; 4-period mean -15.5%, range -23.8%--4.5%.
Chart
  • FY25 ROE %: Unprecedented high roe. -4.5%; 4-period range -28.2% to -13.7%. ROE: -4.5%, unprecedented high; 4-period mean -21.4%, range -28.2%--13.7%.
Net debt——————-$124.5m-$62.3m-$34.9m
Chart
Net debt / EBITDA——————n/m5.3x1.56x
Chart
Debtor days1948Outside range highOutside range high debtor days. 48d; 3-period range 14d to 38d. Debtor days: 47.5 days, above normal range; 3-period mean 28.3 days, range 14.1 days-38.3 days.2919Outside range lowOutside range low debtor days. 19d; 4-period range 19d to 91d. Debtor days: 18.9 days, below normal range; 4-period mean 45.9 days, range 19.3 days-91.3 days.14Outside range lowOutside range low debtor days. 14d; 3-period range 33d to 48d. Debtor days: 14.1 days, below normal range; 3-period mean 39.4 days, range 32.5 days-47.5 days.33443891Unprecedented highUnprecedented high debtor days. 91d; 4-period range 19d to 44d. Debtor days: 91.3 days, unprecedented high; 4-period mean 27.8 days, range 18.9 days-44.2 days.
Chart
  • HY24 Debtor days: Outside range low debtor days. 14d; 3-period range 33d to 48d. Debtor days: 14.1 days, below normal range; 3-period mean 39.4 days, range 32.5 days-47.5 days.
  • FY24 Debtor days: Outside range low debtor days. 19d; 4-period range 19d to 91d. Debtor days: 18.9 days, below normal range; 4-period mean 45.9 days, range 19.3 days-91.3 days.
  • HY26 Debtor days: Outside range high debtor days. 48d; 3-period range 14d to 38d. Debtor days: 47.5 days, above normal range; 3-period mean 28.3 days, range 14.1 days-38.3 days.
Total assets$116m$123.4m$126.7m$130.1m$137.4m$153m$167.2m$98.6m$111.3m
Chart

Reference: annolyse.ai/companies/sko

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.

Filing-only history charts

These charts use verified published filing periods only. Gaps are not interpolated, and mixed half-year/full-year histories are split into separate series.

Revenue

Reported revenue across covered periods.

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Revenue growth

Like-period revenue growth where comparable.

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  • FY21 SKO FY: Outside range low revenue growth. -52%; 4-period range -39.7% to 285.1%. Revenue growth: -52.0%, below normal range; 4-period mean 81.0%, range -39.7%-285.1%.
  • FY24 SKO FY: Unprecedented high revenue growth. 285.1%; 4-period range -52% to 43.8%. Revenue growth: 285.1%, unprecedented high; 4-period mean -3.3%, range -52.0%-43.8%.
  • HY23 SKO HY: Outside range high revenue growth. 105.3%; 3-period range 47.4% to 90.4%. Revenue growth: 105.3%, above normal range; 3-period mean 72.9%, range 47.4%-90.4%.
  • HY26 SKO HY: Outside range low revenue growth. 47.4%; 3-period range 80.8% to 105.3%. Revenue growth: 47.4%, below normal range; 3-period mean 92.2%, range 80.8%-105.3%.

EBITDA-equivalent

Company-specific earnings measure where disclosed.

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EBITDA margin

EBITDA-equivalent margin where revenue and earnings are source-backed.

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NPAT

Statutory profit after tax.

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Operating cash flow

Cash generated from operations.

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Full chartable metric set

Additional verified filing metrics for this company. Each point links back to a published briefing period in the source data contract.

FCF pre-lease

Operating cash flow less capex before leases.

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FCF post-lease

Free cash flow after lease payments where available.

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ROE

Return on equity.

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  • FY21 SKO FY: Outside range low roe. -28.2%; 4-period range -23.8% to -4.5%. ROE: -28.2%, below normal range; 4-period mean -15.5%, range -23.8%--4.5%.
  • FY25 SKO FY: Unprecedented high roe. -4.5%; 4-period range -28.2% to -13.7%. ROE: -4.5%, unprecedented high; 4-period mean -21.4%, range -28.2%--13.7%.

Net debt

Borrowings less cash; negative values indicate net cash.

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Debtor days

Receivables days where the working-capital inputs are source-backed.

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  • FY21 SKO FY: Unprecedented high debtor days. 91d; 4-period range 19d to 44d. Debtor days: 91.3 days, unprecedented high; 4-period mean 27.8 days, range 18.9 days-44.2 days.
  • FY24 SKO FY: Outside range low debtor days. 19d; 4-period range 19d to 91d. Debtor days: 18.9 days, below normal range; 4-period mean 45.9 days, range 19.3 days-91.3 days.
  • HY24 SKO HY: Outside range low debtor days. 14d; 3-period range 33d to 48d. Debtor days: 14.1 days, below normal range; 3-period mean 39.4 days, range 32.5 days-47.5 days.
  • HY26 SKO HY: Outside range high debtor days. 48d; 3-period range 14d to 38d. Debtor days: 47.5 days, above normal range; 3-period mean 28.3 days, range 14.1 days-38.3 days.

Operating working-capital movement

Per-period working-capital absorption or release, from the same published history. Positive values are working-capital build; negative values are release.

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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 20 May 2026

Annolyse analysis published 20 May 2026

EBITDAFI lifted 137% but free cash flow worsened to -NZ$4.4m

GetThere's first full year creates a basis discontinuity in the headline comparison while capex rose 59.7% and a working-capital release flatters

Read latest briefing→

Historical setup

What HY26 said to watch

Previous analysisHY26·Result released2025-11-18T08:37:34+13:00·Annolyse analysis published23 April 2026

From Serko's PBT loss widened 84.4% despite 47.4% revenue growth

No stated financial targets are disclosed in this release, so the result cannot be measured against a company-set benchmark. Management's own commentary emphasises "cost discipline" and non-GAAP EBITDAFI growth to $6.1m alongside total income growth of 45% to $61.8m, but the statutory PBT and NPAT figures moved in the opposite direction to that narrative, which matters because the non-GAAP framing does not reconcile cleanly with the reported loss widening. HY26 revenue represents 67.8% of the implied FY26 total, so this is a period of accelerated first-half spend without a disclosed second-half shape to test consistency against.

Open questions

Open questions from HY26

  • What specific costs — GetThere integration, R&D, or sales investment — are driving the 84.4% PBT decline?
  • Why did trade debtors grow 144.1% against 47.4% revenue growth, and is this a collection or billing-timing issue?
  • Will the ~1% ARR churn on key GetThere accounts hold as the acquisition anniversaries?
  • How does the "cost discipline" narrative reconcile with a statutory loss that widened 86.2%?
  • Is the increase in total liabilities tied to acquisition consideration, leases, or deferred revenue?

This briefing cannot assess forward-period guidance or targets, because none were disclosed in the supplied materials.

Archive

Briefing archive

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

FY26 · Released 20 May 2026

EBITDAFI lifted 137% but free cash flow worsened to -NZ$4.4m

GetThere's first full year creates a basis discontinuity in the headline comparison while capex rose 59.7% and a working-capital release flatters

Read briefing→

HY26 · Released 2025-11-18T08:37:34+13:00

Serko's PBT loss widened 84.4% despite 47.4% revenue growth

Revenue accelerated on the GetThere acquisition but losses deepened and working capital expanded even as cash generation improved.

Read briefing→

FY25 · Released 29 October 2024

Period mismatch overshadows HY25 turn to positive EBITDAF and FCF

The supplied -39.7% revenue change compares half-year results to a full year, masking a positive EBITDAF turn and NZ$1.3m of free cash flow.

Read briefing→

FY24 · Released 28 May 2024

PBT loss narrowed 56% on 285% revenue growth, cash fell 59%

Operating cash turned positive at NZ$5.9m but still trailed NZ$11.4m capex, halving the cash balance to NZ$14.1m.

Read briefing→

HY24 · Released 15 November 2023

Revenue up 90.4% and EBITDAF loss cut 96%, but cash quality lags

Operating cash turned positive at $2.2m, yet an $11.1m working-capital build and $5.1m of capitalised development left free cash flow negative.

Read briefing→

HY23 · Released 23 November 2022

Revenue rose 105.3% but operating cash outflow worsened 72.6% to $17.0m

SaaS growth outpaced its historical range while operating cash outflow nearly doubled, pressuring the path to cashflow positive.

Read briefing→

FY22 · Released 18 May 2022

FCF burned NZ$34.5m as capex surged 122.5% on revenue growth of 43.8%

Revenue recovery accelerated but investment intensity deepened losses 22.4%, leaving Serko dependent on its fresh capital raise to fund the runway.

Read briefing→

HY22 · Released 28 October 2021

Revenue rebounded 80.8% but PBT loss widened 51.2% on accelerated investment

Travel bookings up 157% confirm recovery, but $16.8m FCF burn highlights Serko's investment-phase capital intensity.

Read briefing→

FY21 · Released 19 May 2021

Revenue fell 52% as Serko's pandemic losses widened to a $29.0m PBT loss

Booking volumes crashed and cash burn accelerated even as management pointed to a late-year recovery in travel demand.

Read briefing→

Related insights

Compare this company

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

Insight

Cash conversion quality

This result converted 108.2% of EBITDA to operating cash flow, -64.0pp versus the prior comparable period.

Open insight→

Insight

Earnings quality and statutory distortions

PBT and NPAT growth diverged by 1.8pp, with a distortion flag in the result.

Open insight→

Insight

Revenue growth context

Revenue growth was 34.9% for this reporting period.

Open insight→

Insight

ROE and capital efficiency

ROE was -20.0%, +2.0pp versus the prior comparable period.

Open insight→

Get notified when SKO publishes

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