Q2 2025 Lesaka Technologies Inc Earnings Call Transcript

Feb 6, 2025 / 01:00 PM GMT

Release Date Price: $5.01 (+3.30%)

Transcript 10-Q8-K

Key Points

Positve

Lesaka Technologies Inc (LSAK) exceeded the upper end of their EBITDA guidance, marking ten successive quarters of achieving their EBITDA targets.
The company reported a 42% year-on-year increase in group net revenue, driven by strong performance in the merchant and consumer divisions.
The acquisition of Dumo has been successfully integrated, contributing significantly to the merchant division's net revenue and group adjusted EBITDA.
Lesaka Technologies Inc (LSAK) has been proactive in optimizing their balance sheet and reducing net debt to group adjusted EBITDA ratio.
The company is strategically positioned to grow its market share in South Africa, with a focus on expanding its customer base and product offerings.

Negative

Lesaka Technologies Inc (LSAK) reported a net loss of 584 million rand, primarily due to a significant write-down of their investment in Mobikwik.
The company's net interest expense increased due to higher borrowing levels, impacting overall profitability.
There was a 29% retraction in net revenue for the enterprise division as the company focuses on restructuring and eliminating unprofitable contracts.
The company experienced a significant increase in short-term gearing to fund acquisitions and consumer loan book growth.
Selling, general, and administration expenses increased significantly due to higher employee-related expenses and stock-based compensation charges.

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

LSAK.OQ - Lesaka Technologies Inc
Q2 2025 Lesaka Technologies Inc Earnings Call
Feb 06, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone and welcome to the Lusaka Technologies webcast and conference call for the second quarter of fiscal 2025.

As a reminder the webcast is being recorded and the presentation can be accessed through the webcast link as well as dialing into the Zoom conference call. Dial in numbers provided management will address any questions you may have at the end of the presentation for those joining us via the webcast. You can ask your questions by typing into the Q&A function, the webcaster link Zoom conference call dial in numbers as well as our press release and supplementary investor presentation are available on our investor relations website at Ir dot Liak tech dotcom. Additionally, L AA filed its form 10-Q

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