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Koala Company Ltd ASX:KOA

1 opened or increased1 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

31 Mar 2026 to today

Commentary Showing 2 of 3

DateManagerActionSummary

31 Aug 2026Perennial PartnersHeldPerennial Partners continues to hold its position in Koala Company because its first full-year result since listing beat prospectus expectations, driving the share price up 39.3% and bucking broader weakness in the consumer discretionary sector. The online furniture retailer delivered strong revenue growth and significant EBITDA expansion in its maiden result following its April IPO, with management indicating that momentum had continued into the current financial year. Perennial sees continued momentum in the US market plus early-stage expansion into the UK as a meaningful growth runway heading into FY27, with increasing scale expected to support further earnings and margin expansion.

Monthly Report, price recorded $4.25

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31 Mar 2026ECP Asset ManagementInitiatedThe manager initiated a position in The Koala Company (KOA) during the quarter because the direct-to-consumer digital native furniture brand contributed positively during the period.

Quarterly Report, price recorded $3.80

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 2 managers first commented on KOA.

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About Koala Company Ltd

Consumer Discretionary, Specialty Retail

The Koala Co (ASX:KOA), the online furniture brand, has impressed fund managers since listing. In August 2026, Perennial Partners reported Koala rallied 39% after its first full-year result since listing beat prospectus expectations, with strong revenue growth and significant EBITDA expansion. Perennial noted the IPO was successful despite a tough market and traded above its issue price, while ECP added Koala to its portfolio, describing it as a direct-to-consumer, digital-native furniture brand. Koala Company operates in the Consumer Discretionary sector within the Specialty Retail industry, and Thesis Tracker has captured 2 comments from 2 fund managers, Perennial and ECP. Founded in 2015 and headquartered in Sydney, Koala designs and sells mattresses, sofas, beds and other furniture online in Australia, Japan and other markets, known for fast delivery, sustainability initiatives and a capital-light, direct-to-consumer model.

Market cap: $462m
Price to earnings: 13.0x
Return on equity: 174.8%
Dividend yield: 0.0%
Price to book: 9.76x
Net margin: 7.4%
52-week range: $2.79 to $5.33

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Koala Company Ltd (ASX:KOA)?

Fund managers including Perennial Partners and ECP Asset Management have invested in Koala Company Ltd (ASX:KOA).

What opportunities or catalysts do fund managers highlight for Koala Company Ltd?

Perennial and ECP highlight results ahead of prospectus forecasts, strong revenue growth, EBITDA expansion and a scalable digital-native business model.

What are the key risks to the Koala Company Ltd investment thesis, according to fund managers?

The available commentary is positive, though Koala depends on discretionary furniture spending and competition from larger retailers.

What does Koala Company Ltd (ASX:KOA) do?

The Koala Co., Ltd. is a retail furniture company offering sitting furniture, mattresses, bedroom furniture, living room furniture, kitchen and dining furniture, outdoor furniture, and related products. The company operates across Australia, Japan, the United States, and Corporate segments. Founded in November 2015 by Dany Milham and Mitchell James Taylor, Koala Co., Ltd. is headquartered in Alexandria, Australia.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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