LSAK
Lesaka Technologies, Inc.4.3400
+0.0400+0.93%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q2 '26
Q&A elaborates growth drivers
Q&A largely reaffirmed prepared remarks, adding color on key drivers without contradictions. Management expects Merchant ARPU to stabilize then rise over 12 months through cross-sell layering, like ADP-to-acquiring in community merchants, offsetting airtime weakness. Consumer growth confirmed annual transaction fee increases plus share gains from PostBank; lending surges from medium-term loans (40% of originations), USSD uptake (8%), and repeat borrowers (78%). Rebrand marketing costs hit ZAR 50-75 million next two quarters, excluded from guidance. Bank Zero to cut debt by over ZAR 1 billion. Cross-sell holds the key. Positive tone on Consumer momentum; watch Merchant turnaround.
Key Stats
Market Cap
364.93MP/E (TTM)
-Basic EPS (TTM)
-1.12Dividend Yield
0%Recent Filings
8-K
Exec pay hikes, incentives set
Lesaka Technologies boosted CEO Southern Africa Lincoln Mali's base salary to ZAR 8M ($503k) effective February 1, 2026, plus a ZAR 3.5M ($220k) one-off bonus. The board set FY2026 cash incentives up to 120% of base for executives Heilbron, Mali, and Smith, blending quantitative targets like group revenue and EBITDA with qualitative goals including Bank Zero integration. Committee holds full discretion to slash awards. Payouts hinge on performance.
10-Q
Q2 FY2026 results
Lesaka Technologies' Q2 FY2026 10-Q lacks financial statements and MD&A details, so topline revenue, profitability, margins, EPS, cash flow, and debt metrics are not disclosed. No y/y or q/q deltas, segment drivers, M&A activity, liquidity posture, or non-GAAP reconciliations appear in the provided filing. Balance sheet and cash flow data omitted. Shares outstanding: 83.9M as of Feb 2, 2026. Competition remains a key risk from Risk Factors.
8-K
Lesaka hits profitability, reaffirms guidance
Lesaka Technologies reported Q2 FY2026 results on February 4, 2026, posting first positive net income since 2022 at $3.6M while hitting profitability guidance midpoint. Net revenue jumped 16% to $93.4M, Group Adjusted EBITDA soared 47% to $17.8M; Consumer and Enterprise segments surged, Merchant dipped. Reaffirmed FY2026 guidance for 49% Adjusted EBITDA growth midpoint, positive net income. Prior tax errors immaterially revised.
8-K
Shareholders approve all proposals
Lesaka Technologies shareholders overwhelmingly elected all nine director nominees at the December 8, 2025 annual meeting, with votes for topping 39 million each despite some withheld. They ratified KPMG as auditors for fiscal 2026, approved executive pay on advisory basis, and greenlit adding 3 million shares to the stock incentive plan—37.9 million for. All proposals passed handily. Directors locked in.
8-K
Lesaka nails Q1 guidance
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