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Highlights
- Kelsian’s US subsidiary lands multi-year transport contract
- Project linked to LNG development in Louisiana
- Initial capex of US$13M planned in FY26
Kelsian Group (ASX:KLS) has taken a major step in its US expansion strategy, securing a significant contract worth approximately US$59 million (AU$91 million) through its American subsidiary. This agreement is poised to enhance Kelsian’s footprint in the global transport infrastructure market, particularly within energy and industrial services.
The contract has been signed between Hotard Coaches, part of Kelsian’s All Aboard America! Holdings portfolio, and Worley Field Services. Under the agreement, Hotard will provide workforce transportation services at the Venture Global LNG CP2 export facility construction site located in Louisiana, USA. The service period is scheduled to run for over three years, beginning in June 2025 and concluding by August 2028.
To support this contract, Hotard is expected to invest approximately US$13 million during the first half of financial year 2026. This capital outlay will enable the procurement and deployment of the necessary vehicle fleet to meet operational demands at the evolving LNG site.
The scale and pace of transportation services will be closely aligned with the construction timeline and project dynamics, as the LNG CP2 facility ramps up. Notably, Worley Field Services is serving as the engineering, procurement, and construction (EPC) contractor for the large-scale energy export initiative.
While this development marks a strategic growth opportunity for Kelsian, the company has signaled that it does not expect a material impact on earnings for FY26. This is due to the early phase of the project, which is expected to be focused on mobilisation and foundational work before activity scales up in the later stages.
Kelsian’s inclusion in the S&P/ASX200 index reflects its standing among Australia’s leading listed companies. The latest US contract underscores its ability to tap into long-term infrastructure cycles and diversify earnings across geographies and sectors.
This move further cements Kelsian’s role as a key international transport solutions provider, particularly within essential services linked to energy infrastructure. With consistent momentum in expanding overseas operations, the company continues to reinforce its presence on the global stage while maintaining its core operations across the domestic Australian market.
