Diversified Holdings · Industrial Conglomerates
John Keells Holdings PLC is a diversified listed group with operations across transportation, consumer foods, retail, leisure, property and financial services, together with information technology, plantation services and centre functions.
JKH shares are down 16.5% over the past year and last closed at Rs 18.70 on Sep 30, 2026.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.1 | -1.8 | -17.9 | +11.5 | -1.0 | +0.5 | -1.5 | -0.5 | -5.5 | +0.0 | +0.0 | +0.0 |
| 2025 | +1.3 | -7.0 | -5.2 | +2.5 | +1.4 | +6.7 | +6.7 | -2.1 | -5.6 | -4.5 | +5.2 | -2.7 |
| 2024 | -6.0 | +4.2 | +3.9 | +7.9 | -1.2 | -1.4 | -16.1 | -1.3 | +6.2 | +18.7 | -6.8 | +14.1 |
| 2023 | +2.4 | -2.3 | +2.9 | -1.3 | -0.5 | +9.1 | +12.5 | +5.9 | +7.8 | -0.1 | +0.0 | -0.7 |
| 2022 | +6.3 | -6.9 | -16.9 | -1.6 | +1.8 | -1.4 | -1.6 | +6.4 | +7.4 | -2.5 | +4.1 | -2.7 |
| 2021 | +12.6 | -9.8 | -2.3 | -4.5 | -1.6 | -2.9 | +2.2 | -6.1 | +16.9 | -2.5 | -2.9 | +4.5 |
| 2020 | -2.9 | -9.3 | -22.4 | +0.0 | +0.0 | +11.4 | -9.8 | +22.9 | -1.5 | -1.8 | +12.4 | +0.9 |
| 2019 | -0.8 | +1.1 | -2.0 | -4.2 | -8.4 | +1.0 | +8.9 | +2.0 | +0.0 | +1.9 | +7.6 | -1.2 |
| 2018 | +11.0 | -2.7 | -0.4 | +2.8 | -7.4 | -3.3 | -5.3 | +0.2 | -5.9 | +14.7 | +6.6 | -1.2 |
| 2017 | -3.4 | +1.8 | -2.5 | +15.8 | +4.6 | +6.2 | -2.8 | -6.8 | +0.4 | -2.3 | -2.5 | -4.1 |
| 2016 | -13.6 | +3.2 | -6.3 | +4.4 | +0.3 | -13.5 | +4.1 | +8.5 | +1.0 | -3.2 | +0.7 | -3.3 |
| 2015 | -14.4 | -4.3 | -2.7 | +3.5 | -5.4 | +4.6 | -3.3 | -8.8 | -5.7 | +3.6 | +2.4 | -0.8 |
| 2014 | +5.6 | -8.0 | +2.9 | +4.8 | -1.7 | -6.0 | +7.7 | +5.2 | +1.9 | +1.4 | -6.4 | +3.8 |
| 2013 | +4.5 | +1.8 | +5.6 | +1.2 | +14.0 | -11.8 | +3.5 | -17.5 | +1.5 | +2.6 | -5.7 | +7.8 |
| 2012 | +0.0 | +0.0 | +0.0 | -1.4 | -9.1 | -1.0 | +0.6 | +7.6 | +15.8 | -10.4 | +1.6 | +5.5 |
| Average | +0.5 | -2.9 | -4.5 | +3.0 | -1.0 | -0.1 | +0.4 | +1.0 | +2.3 | +1.1 | +1.2 | +1.4 |
| ASPI average | +3.1 | -2.7 | -4.7 | +2.0 | +0.2 | +0.8 | +3.1 | +2.2 | +3.2 | -0.1 | +1.0 | +3.0 |
| Median | +1.9 | -2.5 | -2.4 | +2.6 | -1.1 | -1.0 | +0.6 | +0.2 | +1.0 | -1.0 | +1.1 | -0.7 |
| % up | 57% | 36% | 29% | 64% | 36% | 47% | 53% | 53% | 60% | 43% | 57% | 43% |
| Line | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | Rs 528.9B +66.6% | Rs 317.4B +13.0% | Rs 280.8B +1.5% | Rs 276.6B +26.9% | Rs 218.1B +70.8% | Rs 127.7B -8.8% | Rs 140.0B +3.4% | Rs 135.5B +11.8% |
| Operating profit | Rs 43.0B +202.6% | Rs 14.2B -7.5% | Rs 15.4B +21.1% | Rs 12.7B +73.7% | Rs 7.3B +186.4% | Rs 2.6B -62.4% | Rs 6.8B -11.3% | Rs 7.7B -33.2% |
| Net profit | Rs 22.1B +218.9% | Rs 6.9B -42.9% | Rs 12.1B -35.8% | Rs 18.9B -7.6% | Rs 20.4B +417.4% | Rs 4.0B -59.4% | Rs 9.7B -40.0% | Rs 16.2B -29.8% |
| EPS | 0.77 +140.6% | 0.32 -96.0% | 8.06 -38.6% | 13.12 -13.3% | 15.13 +318.0% | 3.62 -49.3% | 7.14 -35.9% | 11.13 -26.5% |
Compared with the same period a year earlier.
Per-share figures are as reported, not adjusted for splits.
| # | Company | Price | Mkt cap | P/E | P/B | EPS | ROE | Div Yield |
|---|---|---|---|---|---|---|---|---|
| 1 | JKH.N0000 · this company | 18.70 | Rs 331.8B | 22.7 | 0.80 | 0.82 | 3.49% | 1.60% |
| 2 | MELS.N0000 | 185.00 | Rs 215.6B | 10.7 | 1.29 | 17.34 | 12.13% | 4.41% |
| 3 | HAYL.N0000 | 225.50 | Rs 179.3B | 12.1 | 1.52 | 18.71 | 13.67% | 2.66% |
| 4 | CARS.N0000 | 720.00 | Rs 141.4B | 15.5 | 1.29 | 46.35 | 8.68% | 1.76% |
| 5 | CTHR.N0000 | 540.00 | Rs 108.8B | 13.9 | 2.91 | 38.92 | 20.99% | 2.82% |
| 6 | VONE.N0000 | 88.80 | Rs 101.1B | 7.2 | 0.81 | 12.27 | 11.20% | 1.69% |
| 7 | HHL.N0000 | 31.00 | Rs 92.9B | 10.7 | 1.66 | 2.89 | 15.53% | 3.23% |
| 8 | BUKI.N0000 | 846.00 | Rs 86.3B | 19.4 | 1.09 | 43.50 | 6.34% | 2.38% |
| Peer median · 7 companies | - | - | 12.1 | 1.29 | - | - | 2.66% |
John Keells Holdings PLC is a diversified listed group with operations across transportation, consumer foods, retail, leisure, property and financial services, together with information technology, plantation services and centre functions. Its travel and hospitality presence is anchored by the Cinnamon brand and the City of Dreams Sri Lanka (CODSL) integrated resort, and it operates significant port and logistics assets including the Colombo West International Terminal (CWIT). The Group's consumer foods businesses cover beverages, confectionery, convenience foods and frozen products, and its retail activities include a supermarket chain and a new energy vehicle (NEV) business (JKCG). Financial services operations include insurance (Union Assurance), banking (Nations Trust Bank PLC) and stockbroking (John Keells Stock Brokers), while property development and management activities span residential developments, commercial leasing and shopping malls such as Crescat Boulevard and K-Zone. The Group provides information technology and BPM services with a regional presence in the Middle East, North Africa and Asia Pacific, and offers plantation services including tea and rubber broking and warehousing for pre‑auction produce. Other activities described in the reporting and regulatory disclosures include freight forwarding, bunkering services, operation of a container terminal at the Port of Colombo, and various centre functions supporting group strategy and operations. Operations are primarily described in the context of Sri Lanka with hospitality and resort operations also in the Maldives and wider South Asia, and IT services extending into MENA and APAC regions.
Evidence points bullish because revenue expanded 53.7% over the twelve months to June while operating profit improved faster in the latest quarter. The catch is that June's net margin was only 0.6%.
Read the full report (Sep 29, 2026) →Higher than 4% of its last 24 months · 5 of 9 in its sector
14 articles in 30 days: 2 positive, 8 negative, 4 neutral.
The Colombo ASPI fell 0.6% to 20,817.82, sliding to a six-month low as losers (163) outpaced winners (31) and turnover barely topped Rs.1bn. Top decliners and contributors to the drop included Dialog, Commercial Bank, Overseas Realty, Singer, Tokyo Cement and Ceylinco, while John Keells closed flat.
Colombo Stock Exchange closed lower with the ASPI down 0.39% to 20,955.56 and turnover at Rs595.97mn. Top contributors included Distilleries, Ceylon Tobacco, Laugfs Gas and Hayleys, while SMB Finance, Carson Cumberbatch, Sri Lanka Telecom and Dialog were among the laggards; ACL Cables announced a 60 cent interim dividend.
Fitch upgraded Sri Lanka's Long-Term Issuer Default Rating to B- from CCC+ with a Stable outlook, and the Colombo Stock Exchange's ASPI rose 0.36% to 21,054.01 on Tuesday. Top positive contributors were Access Engineering, Overseas Realty, Dialog Axiata and Hatton National Bank, while Kotmale, Namunukula Plantations, Sri Lanka Telecom, CDB and John Keells were among the decliners.
The Colombo bourse fell to a near six-month low as the ASPI dropped 0.37% to 20,979.18 and the S&P SL20 fell 0.33% to 5,909.45. Market turnover was over Rs.750m, foreign investors were net buyers of Rs.19.1m, and top ASPI decliners included BREW, MELS, CTHR, CINS and HNB.
Colombo Stock Exchange ASPI rose 0.16% to 21,056.26 on Friday (S&P SL20 up 0.07%) while the ASPI ended the week down 326.48 points. Market turnover was Rs 1.34bn; People's Leasing plans to list Rs 10bn of 13.75% debentures and DFCC Bank allotted its Rs 12.5bn Tier-2 debenture issue.
The ASPI fell 0.52% (109.98 pts) to 21,023.43, hitting a 23-week low as selling driven by concerns over rising interest rates and sustained crude above $100 pressured the market. Top drags included Melstacorp, Dialog, Hayleys, Ceylon Beverage and RIL while foreigners were net sellers of ~Rs.213m; turnover ~Rs.1.3bn.
Colombo Stock Exchange fell as the ASPI dropped 0.47% (−100.30 pts) to 21,033.11 and the S&P SL20 fell 0.30% to 5,929.45; market turnover was LKR 1.33bn, led by capital goods (LKR 282.3m). Investors cited slowing GDP momentum, US midterms and possible crude oil price rises as factors.
Colombo market slipped 0.61% to a six-week low as the ASPI closed at 21,133.41 amid rising oil prices and fears of an interest-rate hike; 172 counters fell, turnover was over Rs.1.6bn and foreign investors were net sellers of Rs.8m.
Colombo Stock Exchange closed higher with the ASPI up 0.12% (25.00 pts) at 21,382.74 and the S&P SL20 up 0.19% at 6,015.08, on turnover of 333 million rupees. Galle Face Capital Partners received in-principle CSE approval to list up to 4,060,218 new ordinary shares via a scrip dividend; its shares closed down 2.45% at 19.90 rupees.
CSE closed down 0.38% (ASPI −81.43 pts to 21,542.23) as heightened selling amid Middle East tensions and rising global oil prices weighed on sentiment; turnover topped Rs.1.4bn and foreigners were net buyers of Rs.13.6m. Top negatives were CINS, BREW, CARS, SAMP and JKH; insurance led turnover (23%).