Company Update: 17 April 2026

Capturing Kinetic Growth in Singapore Sports Events


Strong Growth in 9M25

Kin delivered revenue of S$56.5mn in 9M25, up materially from S$19.6mn in FY24, driven by strong momentum in the D&B segment. While this supports the case for a broader revenue base and larger project scope, it also introduces greater execution, margin and working-capital complexity due to milestone-based project delivery.

Favourable Business Environment

Singapore continues to strengthen its position as a premium destination for sports, entertainment and business events, supported by tourism growth, venue expansion and a robust pipeline of major developments. Against this backdrop, Kin is well placed to benefit from both sector tailwinds and a broader internal project mix, with design-and-build complementing its established sports-event execution base.

Valuation & Action

We initiate an OUTPERFORM rating on KIN with a target price of S$0.28/share, based on a blended multiples valuation framework FY28 EV/EBITDA, EV/OI and forward P/E, discounted back at a 10.0% WACC. Our valuation gives Kin credit for its leadership in Singapore sports event delivery and the scaling potential of its design-and-build segment, while remaining disciplined given its project-based earnings profile and limited recurring revenue. In our view, Kin’s market leadership, net cash position and broader events exposure support an attractive medium-term return profile.

Risks

Project-based revenue volatility, execution and margin risk in design-and-build, working-capital intensity, dependence on subcontractors and external partners, event postponement/cancellation risk, and slower-than-expected commercial returns from strategic investments such as IMBA. 



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