earnings
confidence high
sentiment neutral
materiality 0.75
Lesaka Q3 net loss $22.1M on Mobikwik charge; FY2026 guidance projects positive net income
LESAKA TECHNOLOGIES INC
2025-Q3 EPS
reported -$0.81
vs consensus -$0.02
▼ miss
(-3870.6%)
- Q3 revenue $135.7M, near midpoint of guidance; Net Revenue $73.4M up 43% in ZAR YoY.
- Group Adj EBITDA $12.8M, up 29% in ZAR, at guidance midpoint; GAAP loss per share $0.27.
- Net loss includes $17.0M non-cash charge from Mobikwik fair value adjustment.
- FY2025 guidance reaffirmed; FY2026 projects Net Revenue ZAR 6.4-6.9B, Adj EBITDA ZAR 1.25-1.45B.
- Merchant Segment Net Revenue up 58% in ZAR; Consumer Segment Adjusted EBITDA up 65% in ZAR.