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Kaspi.kz JSC Sponsored ADR RegS (KSPI)
:KSPI
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 28, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.84Last Year’s EPS
1,253.15Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 12, 2025
|% Change Since: -3.42%
|Next Earnings Date:Jul 28, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed outlook. While there are strong growth areas, particularly in the e-Grocery segment and successful fundraising efforts, challenges such as regulatory impacts on smartphone sales, increased funding costs, and macroeconomic uncertainties pose significant concerns.Company Guidance
In the first quarter of 2025, Kaspi.kz provided guidance that reflected a mixed performance with several notable metrics. The payments segment exhibited a strong growth in revenues of 16%, with a net income increase of 21%, while the marketplace saw a 20% year-over-year growth and revenue rise of 33%, with net income up by 19%. Fintech origination volumes grew by 17%, translating into an 18% revenue increase and an 8% net income rise. Additionally, e-Grocery showed robust growth with GMV up 64% and purchases increasing 66%, reaching 3.3 million purchases. However, the guidance for GMV growth was revised to 15%-20% from the previous 25%-30% due to new smartphone registration requirements impacting demand, and increased macroeconomic uncertainty. The company also highlighted the introduction of higher interest rate deposit products, with new term deposits attracting 84,000 consumers and growing to KZT 379 billion. Furthermore, Kaspi.kz successfully raised $650 million through a Eurobond issuance at 6.250%, due in 2030, to support international expansion efforts, particularly in Turkey.Strong Growth in e-Grocery
Active consumers reached almost 1 million, GMV up 64% year-over-year, and purchases up 66% year-over-year, with 3.3 million purchases in the first quarter.
Successful Eurobond Issuance
Kaspi.kz successfully raised $650 million at 6.250%, due in 2030, marking its first eurobond issuance.
Payments Platform Performance
TPV growth was up 23% year-on-year, driven by higher ticket size and higher inflation, with 21% bottom line growth.
Marketplace Take Rate Improvement
Marketplace take rate increased due to value-added services, with revenues growing 33% year-on-year compared to 20% GMV growth.
KSPI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KSPI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2025 | $90.11 | $83.20 | -7.67% |
Feb 24, 2025 | $102.15 | $103.00 | +0.83% |
Oct 21, 2024 | $113.36 | $109.18 | -3.69% |
Jul 22, 2024 | $133.70 | $126.57 | -5.33% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kaspi.kz JSC Sponsored ADR RegS (KSPI) report earnings?
Kaspi.kz JSC Sponsored ADR RegS (KSPI) is schdueled to report earning on Jul 28, 2025, TBA Not Confirmed.
What is Kaspi.kz JSC Sponsored ADR RegS (KSPI) earnings time?
Kaspi.kz JSC Sponsored ADR RegS (KSPI) earnings time is at Jul 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KSPI EPS forecast?
KSPI EPS forecast for the fiscal quarter 2025 (Q2) is 2.84.