Lesaka(LSAK) - 2026 Q1 - Earnings Call Presentation

Financial Performance - Q1 FY26 revenue increased by 10% in ZAR (South African Rand) to R3,023,546,000 and 12% in USD to $171,448,000 compared to Q1 FY25 [10] - Q1 FY26 expense increased by 9% in ZAR to R3,016,810,000 and 11% in USD to $171,065,000 compared to Q1 FY25 [10] - Q1 FY26 net loss attributable to the company was R75,890,000, a 6% decrease compared to a net loss of R81,023,000 in Q1 FY25 [10] - Basic loss per share attributable to Lesaka shareholders decreased by 26% from (R1.26) in Q1 FY25 to (R0.93) in Q1 FY26 [10] - Adjusted earnings per share attributable to shareholders increased by 97% from R0.54 in Q1 FY25 to R1.07 in Q1 FY26 [10] - Group Adjusted EBITDA increased by 61% from R168,000,000 in Q1 FY25 to R271,000,000 in Q1 FY26 [13] Segment Performance - Consumer revenue increased by 43% from R378,063,000 in Q1 FY25 to R539,006,000 in Q1 FY26 [72] - Enterprise revenue increased by 22% from R213,997,000 in Q1 FY25 to R261,904,000 in Q1 FY26 [72] Guidance - The company projects net revenue between R1,575,000,000 and R1,725,000,000 for Q2 FY26, representing a year-over-year growth of 14% to 25% [55] - The company projects Group Adjusted EBITDA between R280,000,000 and R320,000,000 for Q2 FY26, representing a year-over-year growth of 32% to 51% [55]