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Lesaka(LSAK) - 2025 Q4 - Earnings Call Presentation
2025-09-11 12:00
Financial Performance - For FY25, Net Revenue increased by 38% to R53 billion, compared to R38 billion in FY24[20] - Group Adjusted EBITDA for FY25 increased by 33% to R922 million, compared to R691 million in FY24[20] - Adjusted earnings per share increased by 187% to R229 in FY25, compared to R080 in FY24[20] - For Q4 FY25, Net Revenue increased by 47% to R15 billion, compared to R10 billion in Q4 FY24[35] - Group Adjusted EBITDA for Q4 FY25 increased by 61% to R306 million, compared to R190 million in Q4 FY24[35] - Adjusted earnings per share for Q4 FY25 increased by 211% to R099, compared to R032 in Q4 FY24[35] Strategic Initiatives - The company acquired Adumo for R17 billion, Recharger for R507 million, and announced the acquisition of Bank Zero for R11 billion[26] - The company exited non-core asset MobiKwik for R290 million, using proceeds to reduce gross debt[26] FY26 Guidance - The company expects FY26 Net Revenue to be between R64 billion and R69 billion, representing a YoY growth of 21%-30%[110] - The company expects FY26 Group Adjusted EBITDA to be between R125 billion and R145 billion, representing a YoY growth of 36%-57%[110] - The company expects FY26 Adjusted EPS to be greater than R460, representing a YoY growth of over 100%[110]