Companies / KMD

KMD BRANDS LIMITED

ASX:KMDConsumer Discretionary Distribution & Retail
72.0M shares on issueASX (delayed) · snapshot 11 Sept 202673.4M fully diluted+2.0% if every option and right converts$1.54price · delayed$110.8Mmarket cap · indicative

Today’s holders own 98.0% of what they think they own, once every option and right converts.

Low
Dilution risk

Share count grew 24% in 24 months; 1 cash raise in 24 months

MinimalVery high
Absolute levels — not a ranking against other companies.
Cash runwayno data — not a quarterly (4C/5B) cash filer
Share-count growth (24m)24.3%
Raise cadence (24m)1 cash raise
Options & rights overhang2.0% of sharesconsolidation-adjusted
In-the-money supplyno data — no exercise price on recordconsolidation-adjusted
Pending proposed issuesnone

KMD BRANDS LIMITED had a 1-for-25 share consolidation in June 2026. Its ordinary share count stood at 72M as of April 2026, reflecting a 24.3% increase from April 2026, with the figure adjusted for the consolidation. In the past 24 months, the company undertook one capital raise, a Placement and Accelerated Renounceable Entitlement Offer (AREO) in March 2026, which raised A$65.3M. Options and rights on issue could convert into 1M new shares, representing 2.0% of the current share count. No filing on record states an expiry date for these securities. KMD BRANDS LIMITED does not have a current quarterly cash report on record, so no funding runway figure is disclosed. No proposed securities issues are pending.

AI-generated summary of this page's cited filings · updated 1 Sept 2026
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2.0%
Options & rights overhang
In-the-money supply · no stated strikes
1
Raises · last 12 months
Cash cover · not a quarterly filer

Shares on issue — last 2 years

Ordinary shares on issue
Weekly counts from ASX records. Dots mark cash capital raises. Adjusted for the 1-for-25 consolidation (26 June 2026). Latest count 72.0M per ASX (delayed) (snapshot 11 Sept 2026).
71.5M72.0M72.5MJuly 26Aug 26Sept 2672.0M

Cash runway

Not a quarterly cash filer. This company does not lodge Appendix 4C/5B quarterly cash reports, so cash runway does not apply.

Issuance timeline

Latest 5 filings (Appendix 2A quoted issues, 3G unquoted, 3H cancellations)

DateFormSecurityOn issue, per this filingSource
26 Apr 20262A · quoted issueKMD: Ordinary Fully Paid Foreign Exempt NZX1.80BAppendix 2A
9 Apr 20262A · quoted issueKMD: Ordinary Fully Paid Foreign Exempt NZX1.45BAppendix 2A
18 Dec 20253G · unquotedORDINARY FULLY PAID FOREIGN EXEMPT NZX711.7MAppendix 3G
7 Dec 20253H · cancellationKMD : ORDINARY FULLY PAID FOREIGN EXEMPT NZX711.7MAppendix 3H
30 July 20253H · cancellationKMD : ORDINARY FULLY PAID FOREIGN EXEMPT NZX711.7MAppendix 3H

Each filing states the count for the security it names, as at its own reference date and in the units of that filing — so the newest row (1.80B) need not equal the current count above (72.0M).

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11 filings on record — Full issuance history
Every quoted and unquoted issue and cancellation on record, plus unquoted securities (Appendix 4.2).
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Capital raises

1 cash raise in the last 24 months · 1 in the last 12 months

$65.3M
Placement and Accelerated Renounceable Entitlement Offer (AREO)
24 Mar 2026
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1 raise on record — Full raise history
Issue price, shares issued, brokers and stated purpose for every raise on record.
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Forward supply

Every dated event on record that could add securities to the register — option expiries to their stated dates and proposed issues over the next 18 months, on one timeline.

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Forward supply calendar
Option expiries and proposed issues on one forward timeline, with the securities each could add.
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Placement capacity

How much stock a company can place without asking holders. Listing Rule 7.1 allows 15% of ordinary securities in any 12 months, and every Appendix 3B states how much of it an issue uses.

No estimatea share consolidation inside the last 12 months puts the filings and the share count in different units.
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Placement capacity — LR 7.1 / 7.1A
The filings behind the figure: every Appendix 3B in the window with what it says was issued under 7.1 and 7.1A, each row linked to its filing, and how many shares are left.
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Pending proposed issues

No proposed issues (Appendix 3B) currently pending.

Options & convertible securities

consolidation-adjusted Figures rebased for the share consolidation on record.

2.0%
Options & rights overhang · of current shares
In-the-money supply · no stated strikes
1.4M
Potential new shares
Nearest expiry
What a price move would switch on

No option supply on record carries an exercise price to pay, so no share price switches any of it on. All 1.4M of it converts on something else — a hurdle that may never be met, or terms the filing does not price.

CodeSecurityTypeExercise priceExpiryOn issueSource
KMDAKPerformance rightsCondition-triggered1.4MFiling Meeting

“Nil” is a stated nil exercise price: nothing is paid to convert. An em dash means the filing names no exercise price at all. Security is read from the filing’s own class description; an em dash there means the description is not one this table labels. One row is one security class, at the number stated in the most recent quotation application that restated it — linked, and dated, in the last column.

A condition-triggered class has no exercise price and usually no expiry: what it vests on is set by a shareholder resolution, not by the register. Where the company lodged a notice of meeting before the class first appears here, it is linked as “Meeting” — that is where terms of this kind are put to shareholders. It is not confirmation that the document sets this class’s conditions, and no link appears where there is no such filing.

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1 option line on record — In-the-money value & price ladder
What each line is worth in the money today, the price ladder to the next tranche that converts, and the filing description behind every code.
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Director dealings

DateDirectorTypeSharesOptionsOtherValueSource
1 Oct 2025Philip BowmanBuy on-market500k$137k3Y notice
30 Sept 2025Abigail FooteBuy on-market75k$21k3Y notice
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2 notices on record — Full dealing history
Every change-of-director's-interest notice on record, with direction and consideration.
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Ownership

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Top-20 holders & substantial holder notices
Top-20 register snapshot and substantial-holder movements, each linked to its source notice.
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Latest announcements

Headlines link to the source PDFs on the ASX announcements platform. Data as of 12 Sept 2026.