earnings
confidence high
sentiment positive
materiality 0.75
Lesaka reports FY2025 Adjusted EBITDA $50.7M (up 33%); guides FY2026 for >100% adjusted EPS growth
LESAKA TECHNOLOGIES INC
- FY2025 Net Revenue (non-GAAP) $328.7M, up 38% in ZAR; Group Adjusted EBITDA $50.7M, up 33%.
- Q4 FY2025 Net Revenue $82.0M (up 47% in ZAR); Group Adjusted EBITDA $16.7M (up 61%).
- Net Loss $87.5M includes $49.3M non-cash charge on MobiKwik fair value change and $18.4M impairment.
- FY2026 guidance: Net Revenue ZAR 6.4B-6.9B; Adjusted EBITDA ZAR 1.25B-1.45B; Adjusted EPS at least ZAR 4.60 (>100% YoY growth).
- Restating prior Q1-Q3 FY2025 revenue classification (agent vs principal); no impact on net income or cash flows.