Israel · Delayed Price · Currency is ILS · Price in ILA Nayax Earnings Call Transcripts
Fiscal Year 2026
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The acquisition of IPS for $350 million accelerates expansion into the mobility and parking sector, leveraging strong synergies in payment integration and international reach. The deal is expected to be accretive to margins and EBITDA, supporting long-term growth ambitions.
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Revenue grew 28% year-over-year to $123 million in Q2 2026, with strong recurring revenue and margin expansion driven by growth in EV charging and higher-value verticals. Strategic investments in financial services and banking infrastructure impacted free cash flow, but full-year revenue and EBITDA guidance were reaffirmed.
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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.