earnings
confidence high
sentiment positive
materiality 0.60
Lesaka beats Q2 Adjusted EBITDA guidance, reaffirms FY2025, sets FY2026 targets
LESAKA TECHNOLOGIES INC
2025-Q2 EPS
reported -$0.51
vs consensus $0.04
▼ miss
(-1350.0%)
- Revenue $146.8M (ZAR2.6B) at upper end of guidance; Net Revenue $77.1M (+42% ZAR YoY).
- Group Adjusted EBITDA $11.8M (ZAR211.8M) beat guidance; up 26% in ZAR YoY.
- GAAP net loss $32.1M vs $2.7M loss last year, driven by $26.6M non-cash Mobikwik fair value change.
- Merchant Division Net Revenue up 68% ZAR; Consumer Division Adjusted EBITDA up 61% ZAR.
- FY2026 Group Adjusted EBITDA guidance ZAR1.25B-1.45B; includes Recharger acquisition.