Lesaka Technologies Earnings Call Transcripts
Fiscal Year 2026
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Q2 saw strong year-over-year growth in revenue, EBITDA, and earnings per share, driven by robust consumer and enterprise performance, strategic exits, and operational efficiencies. Guidance for Q3 and FY26 points to continued double-digit growth, with further upside expected from the Bank Zero integration.
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Q1 FY2026 saw net revenue rise 45% and adjusted EBITDA up 61% year-over-year, with all divisions delivering strong growth. Guidance for FY2026 is reaffirmed, with continued focus on integration, cost savings, and expansion through acquisitions and product innovation.
Fiscal Year 2025
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FY2025 saw robust growth across all divisions, driven by strategic acquisitions, integration, and operational execution. Guidance for FY2026 targets over 100% EPS growth, with all segments expected to deliver strong contributions. BankZero acquisition and regulatory reforms are set to further enhance capabilities and efficiency.
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Q3 FY2025 delivered strong growth across all divisions, with net revenue up 42% and group adjusted EBITDA up 29% year-on-year. FY2025 and FY2026 guidance reaffirmed, targeting continued margin expansion and positive net income, supported by successful acquisitions and strategic capital allocation.
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Southern Africa's fintech market offers significant growth, with the business targeting expansion through organic growth, market share gains, and disciplined M&A. Strong financial performance, a broad product suite, and a technology-led, network-neutral strategy underpin its position as a leading consolidator and disruptor.
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Q2 FY2025 saw strong growth, with net revenue up 42% and EBITDA up 26% year-on-year, driven by the adumo acquisition and robust Consumer and Merchant Division performance. FY2025 and FY2026 guidance was reaffirmed, with significant growth expected and further debt optimization planned.
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Revenue and EBITDA met guidance midpoints, with net revenue up 16% year-on-year and strong consumer segment growth. The Adumo acquisition and new product launches position the company for continued expansion, with FY25 guidance reaffirmed for robust top-line and EBITDA growth.
Fiscal Year 2024
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Group-adjusted EBITDA rose 55% to ZAR 691 million, with operating income turning positive and strong growth in both merchant and consumer segments. FY 2025 guidance targets 30–45% EBITDA growth, with major acquisitions set to drive further scale and market expansion.