1 ASX dividend stock down 50% I'd buy right now

This business is delivering investors sizeable and resilient passive income.

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Key points

  • Despite a 50% share price decline, Kelsian Group Ltd (ASX: KLS) has maintained a steady dividend, providing stability for income investors.
  • Kelsian operates extensive bus, motorcoach, and marine services globally, with significant networks in countries like Australia, the USA, and the UK.
  • With rising revenue and profitability, Kelsian projects further growth in FY26, offering potential for dividend diversification at a comparatively low valuation.

Despite declining approximately 50% from this decade's high, as the chart below shows, the ASX dividend stock Kelsian Group Ltd (ASX: KLS) has managed to provide a pleasingly consistent dividend for investors.

Normally, when a share price falls that far, investors may typically see that company's dividend drop because of the likely decline of a company's profitability.

But, Kelsian's dividend has been steadfast for shareholders over that time, and I believe there's a promising outlook for the company.

What does Kelsian do?

Kesian describes itself as a leading global operator of bus, motorcoach and marine services, it has been chosen by governments and private clients to deliver passenger transport solutions.

The business said that its transport offerings are across urban and regional networks in Australia, Singapore, the USA, the UK and the Channel Islands.

It has a number of businesses, including Transit Systems, one of Australia's largest public bus operators. All Aboard America! Holdings Inc is the second-largest motorcoach operator in the USA. SeaLink is Australia's leading marine transport provider. Kelsian says that its Tower Transit business is spearheading bus franchising in the UK, Channel Islands and Singapore. It has 5,870 buses, 124 vessels and 24 light rail vehicles delivering more than 383 million customer journeys last year.

Strong dividend credentials

The ASX dividend stock has provided investors with a pleasingly-consistent payout over the last few years.

It's not a rapidly-growing business, so we shouldn't expect the annual dividend to fly higher in the coming years. But, the dividend payments rose in FY23 and FY24, then it was maintained in FY25.

So, it has provided income investors with stability over the last few years.

In the 2025 financial year, the company maintained its annual dividend at 17.5 cents per share. At the current Kelsian share price, it has a dividend yield of 3.5% without franking credits and a grossed-up dividend yield of 5%, including franking credits.

While the dividend isn't huge, it's better than what term deposits are currently providing.

Promising outlook for the company

When the ASX dividend stock announced its FY25 result, it revealed growth. Revenue rose 9.5% to $2.2 billion, underlying EBITDA growth rose 7.4% to $285 million, underlying EBIT grew 11.4% to $136 million and underlying net profit rose 2.4% to $94.8 billion.

It noted several contract extensions, renewals and new contract wins around its global network.  

The company is expecting its FY26 underlying EBITDA to increase to between $297 million and $310 million, representing growth of between 4.2% to 8.8%.

I think this is an intriguing choice for dividend diversification, particularly with its valuation being so much lower than it was earlier this decade.

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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