John Keells Holdings PLC

JKH.N0000

Diversified Holdings · Industrial Conglomerates

Rs 19.90
+0.00%
as of Aug 3, 2026
Price history
-17.08%
P/E
24.3
P/B
0.85
EPS
Rs 0.82
Div Yield
1.51%
Market Cap
Rs 352.9B
Beta
1.44
ROE
3.3%
Op Margin
5.2% (+0.6pp)

Annual fundamentals

YearRevenueNet profitEPS
2026Rs 528.9BRs 22.1B0.77
2025Rs 317.4BRs 6.9B0.32
2024Rs 280.8BRs 12.1B8.06
2023Rs 276.6BRs 18.9B13.12
2022Rs 218.1BRs 20.4B15.13
2021Rs 127.7BRs 4.0B3.62
2020Rs 140.0BRs 9.7B7.14

Recent dividends

  • 2026 · finalRs 0.10
  • 2026 · second interimRs 0.10
  • 2026 · first interimRs 0.10
  • 2025 · finalRs 0.05
  • 2025 · second interimRs 0.05
  • 2025Rs 0.05
  • 2024 · finalRs 0.50
  • 2024 · second interimRs 0.50

About John Keells Holdings PLC

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.

AI analysis

neutral

JKH’s recovery is tangible, with the latest quarter’s operating margin at 11.6%; but ROE of 3.3% keeps valuation dependent on execution.

Read the full report (Jul 30, 2026) →

News sentiment

Describes news flow, not a forecast
Last 30 days
More negative than usual for this company
its own lowits own high

Higher than 9% of its last 23 months · 6 of 9 in its sector

10 articles in 30 days: 2 positive, 8 negative, 0 neutral.

24 months positive negative 3-month net
Sep 24: 10 articles, net -0.40Oct 24: 14 articles, net +0.59Nov 24: 10 articles, net +0.09Dec 24: 7 articles, net +0.86Jan 25: 17 articles, net -0.14Feb 25: 13 articles, net +0.21Mar 25: 12 articles, net -0.23Apr 25: 21 articles, net +0.20May 25: 13 articles, net +0.32Jun 25: 17 articles, net +0.32Jul 25: 14 articles, net +0.34Aug 25: 13 articles, net +0.22Sep 25: 17 articles, net +0.31Oct 25: 8 articles, net +0.04Nov 25: 14 articles, net +0.29Dec 25: 9 articles, net -0.13Jan 26: 5 articles, net +0.23Feb 26: 5 articles, net +0.87Mar 26: 20 articles, net -0.30Apr 26: 8 articles, net -0.25May 26: 19 articles, net +0.38Jun 26: 9 articles, net +0.12Jul 26: 12 articles, net -0.17Aug 24Dec 24Apr 25Aug 25Dec 25Apr 26
Recent news
View all news →
Daily FT·Jul 3, 2026·Management or board change
Council for Business with Britain appoints Ameena Ziauddin as President at 26th Annual General Meeting

Ameena Ziauddin (Norfolk Foods) was elected President of the Council for Business with Britain; John Keells (JKH.N0000), Hayleys (HAYL.N0000) and Aitken Spence (SPEN.N0000) were elected to the 2026–27 committee and Commercial Bank (COMB.N0000) was invited to join. The meeting highlighted rising UK tourist arrivals and UK DCTS reforms expanding zero‑tariff access for Sri Lankan exporters.

TourismExporters
Daily FT·Jun 26, 2026·Management or board change
Ceylon Chamber re-elects Chairperson Krishan Balendra at 187th AGM

John Keells Holdings chair Krishan Balendra was re-elected Chairperson of The Ceylon Chamber of Commerce at its 187th AGM for 2026/27. The Chamber's board includes executives from Hayleys, Renuka Hotels and Dialog Axiata, and said 18 of its Budget 2026 recommendations on trade, digitalisation and investment were adopted.

ExportersIT & Digital
Ada Derana·May 27, 2026·Earnings & resultsPositive
JKH posts 75% EBITDA growth to Rs.80.01 billion as recent investments begin to contribute

John Keells Holdings (JKH) posted Group EBITDA of Rs.80.01 billion for FY2025/26, up 75%. Recurring profit attributable rose 155% to Rs.13.24 billion; group units Nations Trust Bank (NTB) and Union Assurance (UAL) also reported improved results, with NTB completing the HSBC Sri Lanka retail acquisition.

Construction ActivityTourismConsumer Staples (FMCG)
Daily FT·May 27, 2026·Earnings & resultsPositive
JKH’s EBITDA tops Rs. 80 b mark with 75% growth

John Keells Holdings reported FY2025/26 Group EBITDA of Rs.80.01bn (up 75%), recurring PBT of Rs.35.72bn (up 143%) and recurring profit attributable of Rs.13.24bn, and declared a final interim dividend of 10 cents to bring FY26 total to 30 cents (Rs.4.42bn). The group cited broad-based contributions from Retail, Transportation and Leisure, and noted improved performance at NTB and double-digit premium growth at Union Assurance.

Construction ActivityTourismConsumer Staples (FMCG)
Daily FT·May 23, 2026·Regulatory or legal
JKCG denies prior knowledge of surcharge or importing BYDs

John Keells CG Auto denied having prior knowledge of the temporary surcharge on vehicle imports and said it did not establish Letters of Credit for BYD vehicles immediately before the Gazette notification dated 15 May 2026. JKCG said its most recent BYD orders were between March and 30 April 2026 and no LCs were opened in May.

Ada Derana·May 22, 2026·Regulatory or legal
JKCG Says No BYD LCs Opened Ahead of Vehicle Import Surcharge Announcement

John Keells CG Auto (JKCG) said it did not open any Letters of Credit for BYD vehicles on the day before Gazette notification No. 2488/56 (15 May 2026) and denied prior knowledge of the temporary vehicle import surcharge. The company said its BYD orders were placed between March and 30 April 2026 and no LCs were established after that date.

EconomyNext·Apr 30, 2026·Market commentaryNegative
Sri Lanka stocks down midday, plantations see interest

Colombo Stock Exchange ASPI fell 0.37% to 22,552.24 midday, with plantations (Watawala, Sunshine, Namunukula among others) leading gains while John Keells, Sampath and Commercial Bank weighed on the index. Market turnover was Rs2bn; Abans Finance completed a debenture issue to raise Rs1.33bn.

Tea & Plantation Crops