Israel · Delayed Price · Currency is ILS · Price in ILA Nayax Earnings Call Transcripts
Fiscal Year 2026
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A leading global provider in unattended retail, the company has achieved strong revenue growth, high margins, and significant recurring revenue through a vertically integrated model. Expansion into higher-value verticals, embedded finance, and operational efficiency initiatives support ambitious 2028 financial targets.
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Revenue grew 32% to $107M with strong recurring revenue and margin expansion. Hardware and EV verticals drove growth, while guidance for 2026 was reaffirmed. AI, embedded banking, and M&A remain strategic priorities.
Fiscal Year 2025
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Delivered record net income and strong margin expansion in 2025, driven by recurring revenue growth, global expansion, and successful acquisitions. 2026 guidance projects continued double-digit organic growth, higher profitability, and improved free cash flow.
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Q3 2025 saw robust revenue and margin growth, with recurring revenue comprising 74% of total and strong expansion in high-value verticals like EV charging and smart coolers. Updated 2025 guidance reflects delayed M&A, but organic growth remains strong and profitability is improving.
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Q2 2025 saw 22% revenue growth and 32% recurring revenue growth, with gross margin up to 48.3%. Major EV charging partnerships and strategic acquisitions drove expansion, while guidance for 2025 was reaffirmed, targeting $410–$425 million in revenue and $65–$70 million adjusted EBITDA.
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Strong recurring revenue growth, high margins, and global expansion drive performance, with a focus on SMBs and innovation in embedded and EV charging payments. Recent acquisitions in Brazil and new product launches like UNO-Mini support entry into new markets and verticals.
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A global leader in unattended payments, the company serves 100,000+ customers in 120+ countries, with strong recurring revenue and high margins. Market share is expanding rapidly due to deep integration, a fragmented competitive landscape, and strategic M&A.
Fiscal Year 2024
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Record 2024 results featured 34% revenue growth, margin expansion, and strong recurring revenue, with Adjusted EBITDA up fourfold and positive free cash flow. 2025 guidance targets 30–35% revenue growth, continued margin gains, and robust cash conversion, supported by organic growth and strategic M&A.
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A global leader in unattended payments, the company operates in over 40 verticals and 120 countries, leveraging a unified tech stack and end-to-end solutions. Strong organic growth, high recurring revenue, and strategic M&A drive its path to $1B revenue by 2028, with improving margins and resilience across economic cycles.
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The company is rapidly expanding in the unattended payments sector, achieving strong revenue growth, high retention, and profitability through a recurring revenue model and global reach. Strategic focus includes organic and inorganic growth, margin expansion, and leadership in high-growth verticals like EV charging.
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Q2 2024 saw record revenue growth of 39% year-over-year, a return to operating profit, and strong margin expansion. Strategic acquisitions and a robust pipeline support raised guidance for hardware margins and reaffirmed full-year revenue and EBITDA targets.
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A global leader in unattended retail payments, the company boasts over 1 million devices and 76,000 customers, with strong recurring revenue and rapid growth. Strategic acquisitions and proprietary technology drive expansion, targeting $325M-$335M revenue and $30M-$35M adjusted EBITDA in 2024.