Nayax Ltd. (IL:NYAX)
TASE:NYAX
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Earnings Data
Report Date
Aug 19, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
37.78Last Year’s EPS
90.21Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated strong operational and financial momentum: double-digit top-line growth (32%), robust transaction volume expansion (33%), ARPU and processing margin improvement, notable hardware demand (46% growth), and active strategic initiatives (embedded banking pilot, AI, Brazil integration, EV focus and M&A pipeline). Challenges highlighted were a Q1 negative free cash flow (-$6M) driven by investments and settlement timing, a decline in hardware gross margin due to promotions, higher interest expense from bond issuance, and modest FX and take-rate impacts. Management reaffirmed full-year guidance ($510M–$520M revenue; adjusted EBITDA ~$85M–$90M; free cash flow conversion ~40%), signaling confidence in execution despite near-term cash and margin pressure in hardware.Company Guidance
Strong Top-Line Growth
Revenue grew 32% year-over-year to $107M (26% organic growth), with recurring revenue up 27% and representing ~74% of total revenue.
Installed Base and Customer Expansion
Installed base surpassed 1.5 million managed and connected devices and customer count reached 120,000, supporting the recurring-revenue flywheel.
Transaction Volume and Mix Shift
Total dollar transaction value rose 33% to approximately $1.8B; average transaction value increased to $2.36 from $2.06 (~14.6% increase), reflecting deeper penetration in higher-value verticals (EV charging, amusement, car wash).
ARPU and Unit Economics Improvement
Average revenue per unit (ARPU) increased to $247, up 14% year-over-year, driven by cash-to-cashless conversion and expansion into higher-transaction verticals.
Hardware Momentum
Hardware revenue grew 46% to approximately $28M, driven by strong demand including rollout of PIN-on-glass VPOS Media devices in Europe and product demand across markets.
Margin Expansion and Profitability
Adjusted EBITDA increased 43% to $14M, with adjusted EBITDA margin expanding to 13% (from 12% a year ago); operating profit was $4M versus $1.8M in prior-year period (ex-one-time item).
Improving Processing and SaaS Margins
Processing margin reached nearly 40% (from 36% prior year) due to renegotiated acquirer contracts and smart routing; SaaS margin improved to 76.5%; recurring margin rose to 54% from 52%.
Healthy Balance Sheet and Liquidity
Cash and short-term deposits of $306M on March 31, 2026, supporting strategic investments and M&A activity (short- and long-term debt of $325M).
Strategic Product and Geographic Progress
Progress on strategic initiatives: Yellow embedded banking pilot (with Adyen) advancing, AI intelligence layer launching in MoMa, rebranding/integration progress in Brazil (Nayax Brazil), and first joint Nayax/Lynkwell appearance at EVCS conference.
Active M&A Pipeline
Management reports an active, growing M&A pipeline in a buyer's market and expects inorganic contribution to growth targets, aligned with long-term revenue ambition ($1B by 2028 target includes inorganic contribution).
IL:NYAX 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
IL:NYAX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | 20000.00 | 20900.00 | +4.50% |
Mar 09, 2026 | 17570.00 | 17250.00 | -1.82% |
Nov 19, 2025 | 12870.00 | 13940.00 | +8.31% |
Aug 13, 2025 | 15000.00 | 14600.00 | -2.67% |
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 Nayax Ltd. (IL:NYAX) report earnings?
Nayax Ltd. (IL:NYAX) is schdueled to report earning on Aug 19, 2026, Before Open (Confirmed).
What is Nayax Ltd. (IL:NYAX) earnings time?
Nayax Ltd. (IL:NYAX) earnings time is at Aug 19, 2026, Before Open (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 the P/E ratio of Nayax Ltd. stock?
The P/E ratio of Nayax is N/A.
What is IL:NYAX EPS forecast?
IL:NYAX EPS forecast for the fiscal quarter 2026 (Q2) is 37.78.