The earnings call conveyed a strong performance, with significant growth in the Consumer and Merchant divisions, and strategic acquisitions poised to drive future growth. However, the loss related to MobiKwik and reorganization costs in the Merchant and Enterprise divisions weighed on overall results.

Company Guidance

During the third quarter of fiscal 2025, Lesaka Tech reported strong financial performance, achieving its guidance across all metrics. The company generated revenue of ZAR 2.5 billion and net revenue of ZAR 1.36 billion, with a Group adjusted EBITDA of ZAR 237 million, reflecting a 29% year-on-year increase. Fundamental earnings grew by 98% year-on-year to ZAR 58 million, translating to ZAR 0.72 per share. Despite a net loss of ZAR 311 million due to MobiKwik's volatile share price, the company maintained a net debt to Group adjusted EBITDA ratio of 2.8x, well within bank covenants. Cash generated from operations increased to ZAR 277 million, while interest paid on bank borrowings decreased to ZAR 52 million following a debt refinance. The Consumer division's success was evident with a 32% revenue increase, supported by record account enrollments and insurance originations. The Merchant division's net revenue grew by 58%, fueled by the acquisition of Adumo, while the Enterprise division, bolstered by Recharger's acquisition, began contributing to earnings. Looking ahead, Lesaka reaffirmed its revenue guidance for FY 2025, expecting continued growth across divisions with a focus on enhancing unit economics and expanding product offerings.

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 its guidance across all metrics for the quarter. Fundamental earnings grew 98% year-on-year to ZAR 58 million.

Consumer Division Success

The Consumer division had a standout quarter with record EPE transactional account enrollments, lending, and insurance originations. The permanent SASSA grant customer base grew 17% year-on-year to 1.5 million.

Merchant Division Expansion

Merchant acquiring offering now has over 81,000 points of presence, demonstrating the additional scale brought by the Adumo acquisition. Throughput on these devices was ZAR 9.9 billion for the quarter, compared to ZAR 3.9 billion a year ago.

Enterprise Division Growth

The acquisition of Recharger in March 2025 is expected to be a significant contributor to the Enterprise division and create an important position for the Group in the electricity vending business.

Lesaka Technologies (LSAK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LSAK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 10, 2025	2025 (Q4)	0.04 / -	0.02	―	―	―
May 07, 2025	2025 (Q3)	0.02 / 0.04	0.02	100.00% (+0.02)
Feb 05, 2025	2025 (Q2)	0.01 / 0.01	0.01	0.00% (0.00)
Nov 06, 2024	2025 (Q1)	-0.04 / 0.04	-0.09	144.44% (+0.13)
Sep 12, 2024	2024 (Q4)	-0.04 / 0.02	-0.115	117.39% (+0.14)
May 08, 2024	2024 (Q3)	-0.03 / 0.02	-0.02	200.00% (+0.04)
Feb 06, 2024	2024 (Q2)	-0.03 / 0.01	-0.01	200.00% (+0.02)
Nov 07, 2023	2024 (Q1)	-0.08 / -0.09	-0.08	-12.50% (>-0.01)
Sep 12, 2023	2023 (Q4)	-0.07 / -0.12	-0.09	-27.78% (-0.03)
May 09, 2023	2023 (Q3)	-0.06 / -0.02	-0.05	60.00% (+0.03)

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, Inc. (LSAK) report earnings?

Lesaka Technologies, Inc. (LSAK) is schdueled to report earning on Sep 10, 2025, After Close (Confirmed).

What is Lesaka Technologies, Inc. (LSAK) earnings time?

Lesaka Technologies, Inc. (LSAK) earnings time is at Sep 10, 2025, After Close (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.

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