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Lesaka Technologies (LSAK)
NASDAQ:LSAK
Earnings Data
Report Date
Sep 10, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.04Last Year’s EPS
0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 5.61%
|Next Earnings Date:Sep 10, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong overall performance with significant growth in the Consumer division and successful acquisitions enhancing the Merchant and Enterprise divisions. However, the financial impact of MobiKwik's share volatility and reorganization costs in the Merchant division present challenges. Despite these issues, the company achieved record growth in several areas and is well-positioned for future success.Company Guidance
During the third-quarter fiscal 2025 earnings call, Lesaka Tech provided guidance for both the current financial year ending June 2025 and the upcoming fiscal 2026. For fiscal 2025, the company reaffirmed its revenue guidance of ZAR 10 billion to ZAR 11 billion, with net revenue expected between ZAR 5.2 billion to ZAR 5.6 billion, and Group adjusted EBITDA between ZAR 900 million to ZAR 1 billion. Looking forward to fiscal 2026, Lesaka anticipates revenue in the range of ZAR 11.4 billion to ZAR 12.2 billion, net revenue between ZAR 6.4 billion to ZAR 6.9 billion, and Group adjusted EBITDA of ZAR 1.25 billion to ZAR 1.45 billion. This guidance reflects an anticipated 12% revenue growth, 23% net revenue growth, and a 42% increase in Group adjusted EBITDA from fiscal 2025 to 2026. Additionally, the company expects to achieve positive net income on a U.S. GAAP basis by the end of fiscal 2026.Consumer Division Record Growth
The Consumer division had a standout quarter with record EPE transactional account enrollments, lending, and insurance originations. The division reported a 17% year-on-year increase in the customer base to 1.5 million permanent SASSA grant recipients and a 32% revenue growth year-on-year to ZAR 446 million.
Strong Financial Performance
Lesaka delivered revenue of ZAR 2.5 billion, net revenue of ZAR 1.36 billion, and Group adjusted EBITDA of ZAR 237 million, achieving guidance across all metrics. Fundamental earnings grew 98% year-on-year to ZAR 58 million.
Acquisition and Integration Success
The acquisition of Adumo significantly expanded the Merchant division, and the acquisition of Recharger enhanced the Enterprise division's offerings. These acquisitions are key to Lesaka's strategy of building a multi-product fintech platform.
Improved Debt Structure
The refinance of debt facilities resulted in a simpler and more cost-effective structure with advantageous pricing, reducing the cost of debt from 12% to 10.7%, equating to a saving of approximately ZAR 52 million a year.
Enterprise Division Expansion
The acquisition of Recharger marks a significant expansion in the electricity vending business, positioning Lesaka as a key player in this sector with vending throughput growing by 28% year-on-year.
LSAK 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
LSAK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $3.92 | $4.21 | +7.40% |
Feb 05, 2025 | $4.85 | $5.01 | +3.30% |
Nov 06, 2024 | $5.55 | $5.37 | -3.24% |
Sep 12, 2024 | $5.00 | $4.74 | -5.20% |
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 Lesaka Technologies (LSAK) report earnings?
Lesaka Technologies (LSAK) is schdueled to report earning on Sep 10, 2025, TBA Not Confirmed.
What is Lesaka Technologies (LSAK) earnings time?
Lesaka Technologies (LSAK) earnings time is at Sep 10, 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 LSAK EPS forecast?
LSAK EPS forecast for the fiscal quarter 2025 (Q4) is 0.04.