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KOV.AX ASX Construction Supplies & Fixtures

Kov.Ax

A$18,48
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Mcap
P/E
EV / Rev
Div yield
5,96 %
Op margin
15,8 %
ROE
21,6 %
Net margin
11,0 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

KOV.AX operates in the construction supplies and fixtures industry, providing products and services to the construction sector, primarily generating revenue through the sale of construction materials and related fixtures.

Business. KOV.AX operates in the construction supplies and fixtures industry, providing products and services to the construction sector, primarily generating revenue through the sale of construction materials and related fixtures.

Classification92 %
SectorConsumer Cyclicals
Business sectorCyclical Consumer Products
IndustryConstruction Supplies & Fixtures
Generated · model-assisted
Sell-side consensus
BUY1 analysts
1 buy0 hold0 sell
Avg 12m price target

Analyst recommendations

1 analysts · consensus Buy
Buy1
Hold0
Sell0
12-month price target
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
1 analysts · indicative
Ownership
not yet wired
Profitability
21,6 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning KOV.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to KOV.AX. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    KOV.AX operates in the construction supplies and fixtures industry, providing products and services to the construction sector, primarily generating revenue through the sale of construction materials and related fixtures.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorCyclical Consumer Products
    IndustryConstruction Supplies & Fixtures
    AI synthesis
    GENERATED

    KOV.AX maintains a strong liquidity position, with a current ratio of 3.0, indicating the company can easily cover its short-term liabilities with its current assets. The company's cash and equivalents amount to AUD 13.03 million, which is a significant portion of its total assets of AUD 90.38 million. The liquidity_fpt metric further supports this, showing the company has sufficient short-term liquidity to meet operational needs without external financing.

    Profitability metrics for KOV.AX are robust, with a return on equity (ROE) of 21.63% and a return on assets (ROA) of 14.56%. These figures exceed the typical thresholds for healthy returns in the construction supplies and fixtures industry. The company's operating income of AUD 18.91 million and net income of AUD 13.16 million reflect strong operational performance and effective cost management.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of diversification may expose the company to regional economic fluctuations, particularly in the construction sector, which is sensitive to macroeconomic conditions.

    Looking ahead, KOV.AX is projected to maintain a stable growth trajectory, with no significant revenue changes expected in the next fiscal year. The company's capital expenditure of AUD -3.69 million indicates a reduction in investment in new assets, which may signal a focus on maintaining current operations rather than expansion.

    Risk factors for KOV.AX are currently low, with no immediate liquidity or dilution concerns identified. The company's debt-to-equity ratio of 0.16 suggests a conservative capital structure, with minimal reliance on debt financing. Additionally, the absence of dilution risk and strong analyst sentiment (mean recommendation of 1.00) supports the company's financial stability.

    Recent filings and transcripts do not indicate any material events that would significantly impact the company's operations or financial position. The company's strong cash position and positive earnings per share (EPS) of AUD 1.11, which is slightly above the mean EPS estimate of AUD 1.07, suggest continued confidence from both management and analysts.

    Key takeaways
    • KOV.AX has a strong liquidity position with a current ratio of 3.0 and significant cash reserves.
    • The company's profitability metrics, including ROE of 21.63% and ROA of 14.56%, are well above industry norms.
    • Revenue is concentrated in a single business segment, with no geographic diversification disclosed.
    • The company is projected to maintain stable growth with no significant capital expenditure in the near term.
    • Risk factors are currently low, with no immediate liquidity or dilution concerns.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    A$18,48
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    A$60.8M
    Net cash
    A$3.1M
    Current ratio
    3.0
    Debt / equity
    0.2
    ROA
    14.6%
    ROE
    21.6%
    Cash conversion
    142.0%
    CapEx / revenue
    -3.1%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,07
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    1
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,07
    Revenueno estimateno estimate124,7M AUD
    Operating incomeno estimateno estimate17,2M AUD
    Full-year consensus mean (period as reported by source) · consensus in AUD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution1 analysts
    Strong buy1
    Buy0
    Hold0
    Sell0
    Strong sell0
    Operating income · consensus17,2M AUD
    EPS surprise
    +3,8 %
    reported vs consensus · beat
    Revenue surprise
    −4,1 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin15,8 %Best in class
    Net Margin11,0 %Above P75
    ROE21,6 %Best in class
    Capex / Rev-3,1 %Above median
    D/E0,16Above median
    Cash Conv1,42Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • KOV.AX Market data — financials · 2026-05-28
    • Korvest Ltd Market data — analyst estimates · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    KOV.AXCanonical
    ASX · AUD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage