Year in Review: The Koala Company (ASX:KOA) Shares Rise Approximately 54%

Sonal Goyal

22 October 2026 10:29 PM AEDT

Year in Review: The Koala Company (ASX:KOA) Shares Rise Approximately 54%

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Key highlights

The Koala Company Ltd (ASX:KOA) shares were priced at $5.25 as at 22 October 2026, up 2.94% on the day and up approximately 54.41% over the past year.
Koala reported FY26 revenue of $332.3 million, up 24.4% in constant currency, and pro forma EBITDA of $27.9 million, up 139.2%, in its 26 August 2026 release.
The result was ahead of the $24.8 million forecast in the March 2026 prospectus.

As at 22 October 2026, The Koala Company Ltd (ASX:KOA) shares were priced at $5.25, up 2.94% on the day, and the share performance data shows the stock up approximately 54.41% over the past year. The Koala Company is a direct-to-consumer furniture and sleep brand operating in Australia, Japan and other markets. Koala reported FY26 revenue of $332.3 million, up 24.4% in constant currency, and pro forma EBITDA of $27.9 million, up 139.2%, in its 26 August 2026 release.

About The Koala Company Ltd: business overview

The Koala Company Limited sells sofas, mattresses and other furniture directly to consumers online and through showrooms. It operates in four markets after entering the United Kingdom, including Australia and Japan, and listed on the ASX in March 2026.

FY26 results

In an ASX announcement dated 26 August 2026, Koala reported revenue of $332.3 million, up 20.1% (24.4% in constant currency), contribution margin of $88.0 million, up 31.2%, and gross margin of 65.3%, up 2.9 percentage points. Pro forma EBITDA was $27.9 million, up 139.2%, 12.7% ahead of the prospectus forecast, with a margin of 8.4%. Statutory EBITDA was $22.4 million, statutory EBIT was $17.4 million and statutory NPAT was $24.6 million compared with a loss of $4.6 million.

Segments and balance sheet

Australian revenue rose 10.7% to $166.7 million with contribution margin up 3.0 points to 29.8%, and Japanese revenue rose 23.5% in local currency to $89.4 million. Cash from operations net of lease liabilities was $28.6 million, and Koala ended the year debt-free with net cash of $71.2 million. It launched new sitting furniture and sleep products and entered the UK.

Related sector context

Retailers are influenced by household spending, consumer confidence, interest rates, supplier pricing and tariffs, and the timing of key trading periods. Companies commonly publish trading updates between full results, and report sales, gross margin, store networks and online share alongside profit. Yearly share price changes in the segment can reflect shifts in expectations for spending and housing-related demand as well as company-specific results.

Risks to weigh in

Pro forma figures adjust for IPO and public company costs and differ from statutory results. The company is newly listed, its UK entry is early stage, and consumer demand, marketing costs, currency and competition can affect results.

Catalysts on watch

Items to watch include UK launch progress, Japan growth, product launches and the half-year result.

Closing perspective

Koala’s 26 August 2026 release recorded higher revenue and margins, net cash and a UK entry. The next result will show how growth continues.

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