Q3 2025 Lesaka Technologies Inc Earnings Call Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: R77.03 (+0.04%)

Transcript 10-Q

Key Points

Positve

Lesaka Technologies Inc (LSAK) reported a record quarter for its consumer division, with significant growth in EPE transactional account enrollments, lending, and insurance originations.
The acquisition of Recharger has enhanced the Enterprise division's contribution to earnings, marking a strategic shift in the company's business model.
Net revenue increased by 42% year on year, driven by the inclusion of Odumo and a 32% increase in the consumer segment.
The company successfully completed a strategic reset of its debt facilities, resulting in a simpler and more cost-effective structure with advantageous pricing.
Lesaka Technologies Inc (LSAK) launched an employee share ownership plan, aligning employee interests with the company's success.

Negative

The company reported a net loss of 311 million rand due to the volatility in MobiKwik's share price, impacting overall financial results.
Reorganization costs of approximately 20 million rand were incurred due to strategic realignment processes in the merchant and enterprise divisions.
The Enterprise division's EBITDA decreased to 2 million rand from 14 million rand last year, due to restructuring costs and uncapitalized development expenditure.
Increased competition in airtime and data sales held back growth in the pre-paid solutions segment.
The cash vault business, despite significant investment, appears to be a low-growth area compared to other offerings.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LSAK.OQ - Lesaka Technologies Inc
Q3 2025 Lesaka Technologies Inc Earnings Call
May 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Lusaka Tech's webcast for the 3rd quarter of fiscal 2025.

As a reminder, the webcast is being recorded and the presentation can be accessed through the webcast link provided. Management will address any questions you may have at the end of the presentation. Participants, please enter your questions into the question section of this webcast. The webcast link, as well as our press release and investor presentation are available on our investor relations website at IR. Lusaka tech.com.

Lusaka filed its Form 10 after the US market closed yesterday, which is also available on our website.

During this call, we will be making forward-looking statements. I ask you to look at the cautionary

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