earnings
confidence high
sentiment neutral
materiality 0.75
Lesaka reports FY2025 net loss of $87.5M, but Adj. EBITDA up 33% to $50.7M; guides FY2026 Adj. EPS >100% growth
LESAKA TECHNOLOGIES INC
- FY2025 revenue $659.7M (+14% ZAR); Net Revenue $328.7M (+38% ZAR).
- Net loss of $87.5M includes $49.3M non-cash charge on MobiKwik and $18.4M impairment.
- Group Adjusted EBITDA of $50.7M (+33% ZAR), meeting guidance.
- FY2026 guidance: Net Revenue ZAR 6.4-6.9B, Adj. EBITDA ZAR 1.25-1.45B, Adj. EPS at least ZAR 4.60.
- Consumer Segment Adjusted EBITDA up 83% YoY; Merchant up 20%.