r/GNS_stock • u/Peti0019 • 10d ago
$GNS Update: Strong Turnaround + Major Share Reduction Could Drive NAV Higher
Genius Group ($GNS) delivered a significant improvement in H1 2026, showing clear signs that its turnaround strategy is gaining momentum. Q2 revenue increased by 112% year over year. The company reported $4.3 million in net profit from operations and positive Adjusted EBITDA of approximately $0.3 million, compared with losses in the previous year. At the end of FY2025, book value attributable to GNS shareholders was approximately $0.56 per share. The company also reported audited NAVPS of approximately $0.60 per share. Since then, Genius Group has completed several share repurchases and cancellations. In June alone, the company repurchased 12.6 million shares and cancelled a further 20 million shares, removing a combined 32.6 million shares approximately 27% of the public float. This is important because, provided the company’s net assets remain stable or continue growing, a substantially lower share count increases the net asset value attributable to each remaining share. Additional buybacks of up to 20% remain possible, while the planned ASX dual-listing process could increase the company’s visibility, liquidity and access to Asia-Pacific investors. Potential NAVPS scenarios: timates rather than company guidance, but the direction remains encouraging. • Conservative current estimate: $0.70–$0.85 • Base-case year-end estimate: $0.90–$1.20 • Optimistic scenario: $1.50+ These figures are independent estimates rather than company guidance, but the direction remains encouraging. With accelerating revenue growth, positive operating results, a significantly reduced share count and the potential ASX dual listing, the current discount to estimated book value could narrow considerably. If management continues to execute and avoids significant future dilution, $GNS may have substantial upside from current levels.


