Trading Statement

Kainos Group plc (KNOS), a UK-headquartered IT provider with expertise across three divisions, Digital Services, Workday Services, and Workday Products, today issues its customary trading update for the period from 1 April 2025 to date.

Building on our solid Q4 2025 performance, we delivered further sequential improvement in the period. As a result, the Board now expects revenues for the year ending 31 March 2026 at the upper end of consensus forecasts*, driven by stronger sales in the period. This sales success is creating opportunities for further operating progress during the rest of the financial year.

With new projects mobilising across all three divisions, we are recruiting additional staff, as well as increasing our short-term use of contractors to support both growth and our strong pipeline. We are maintaining a prudent outlook and anticipate delivering Adjusted PBT in line with current consensus forecasts*.

Divisional Highlights and Outlook

• Our Workday Products division has continued to deliver strong growth, passing the $100m Annual Recurring Revenue milestone in July. We are working with design partners including Diageo and Linklaters on our next product, Pay Transparency. It will launch in Q3 to support customers responding to the EU Pay Transparency Directive, which comes into force in June 2026.
• Within Digital Services, we have secured several significant programmes in both healthcare and the public sector, including contracts in the Home Office, NHS England, and the Driver and Vehicle Standards Agency. These engagements are expected to lead to meaningful increases in revenues for both sectors in the second half of the financial year. Strong revenue growth in North America continued, offset by performance in the commercial sector, where activity remained muted and below prior-year levels.
• A strong sales performance in our Workday Services division will result in a return to growth during the year, driven by improved results in our core European and North American markets as well as further progress in Australia, New Zealand and Mexico.

Our long-term customer relationships, combined with the commitment of our people, continue to drive valuable outcomes. We remain grateful for the trust our customers place in us and for the energy and talent of our colleagues.

Although the macro-economic environment has improved, volatility persists, and we continue to balance growth, international expansion, investment and profitability against this backdrop.

Kainos continues to operate in markets with clear long-term structural drivers, including the emerging opportunities from wider AI adoption. We remain confident in our strategy to capture and deliver on these opportunities. Backed by a robust backlog, healthy pipeline, solid balance sheet, disciplined capital allocation, and strong cash flow, we have a firm foundation from which to drive long-term shareholder value.

We will announce results for the six months ending 30 September 2025 on 10 November 2025.

* Note: Company compiled range is based on known sell side analyst estimates. The ranges are: Revenue £378.0m - £393.4m and Adjusted PBT £65.1m - £74.7m. The respective consensus figures are £385.0m and £66.4m.

Kainos Group plc Legal Entity Identifier: 213800H2PQMIF3OVZY47