Company Interview / Serko's AI-driven growth plan

Key points:

- Grafton highlights strong income growth and tighter losses for Serko (ASX:SKO)

- Booking.com for Business and Serko AI positioned as core growth engines

- Serko AI framed as embedded corporate travel agent handling compliance and disruption

Serko flags AI-driven growth path despite ongoing losses ,Darrin Grafton from Serko outlines a year he characterises as strong, with total income rising 34% to NZ$121 million and net loss after tax narrowing to NZ$17.7 million.

Grafton frames the current period as an investment cycle, highlighting targeted spending on Serko AI and generative AI capabilities, while stressing tight control over cash flow, including around NZ$3 million in free cash flow generation in the first half.

Serko provides no dividend and guides total income for FY2027 in a NZ$128–134 million range.

Grafton points to the Booking.com for Business partnership as a key growth driver, spanning about 180 countries and contributing to a 31% rise in active customers to 301,000. He notes a diverse customer base from over 300,000 small businesses to government, mining companies and large global enterprises, and claims limited impact so far from macroeconomic or geopolitical headwinds on business travel demand.

Serko AI is described as a multi‑agent AI travel assistant integrating personal preferences with corporate policy and risk controls, including automatic rebooking during disruptions and refund flexibility via partners such as Hopper.