PaySauce Ltd (NZSE:PYS)
NZ$ 0.22 +0.0050 (+2.33%) Market Cap: 35.40 Mil Enterprise Value: 12.79 Mil PE Ratio: 110.00 PB Ratio: 3.80 GF Score: 50/100

Full Year 2026 Paysauce Ltd Earnings Call Transcript

Jul 06, 2026 / 10:00PM GMT
Release Date Price: NZ$0.245 (+2.08%)

Key Points

Positve
  • PaySauce Ltd (NZSE:PYS) has successfully expanded into the Australian market, leveraging its global payroll platform.
  • The company has reported a 13% year-on-year increase in processing revenue, demonstrating strong financial performance.
  • PaySauce Ltd (NZSE:PYS) has a robust and experienced team, with key hires from industry leaders like Xero, enhancing its market credibility.
  • The company is capitalizing on regulatory changes in Australia, such as the Payday Super obligation, which presents a significant growth opportunity.
  • PaySauce Ltd (NZSE:PYS) is integrating AI into its platform, improving customer service and operational efficiency, with plans to further enhance AI capabilities.
Negative
  • Interest income has decreased by 17% year-on-year due to OCR reductions, impacting overall revenue.
  • The company faces challenges in scaling its operations in Australia, with a focus on sustainable growth rather than rapid expansion.
  • There is a significant dependency on the Australian market's success before considering further international expansion.
  • The transition of New Zealand customers to the new global payroll platform is expected to take 12 to 18 months, which may delay potential benefits.
  • PaySauce Ltd (NZSE:PYS) is not currently planning to pay dividends, as it focuses on reinvesting capital into business growth.
Asantha Wijeyeratne
PaySauce Ltd - Executive Director, Chief Executive Officer and Co-Founder

Hi, everyone. Welcome to our market update. I'm Asanta Visaratna, the co-founder and CEO of Pesos. And with me today, I have Chris Redd, who is our Executive Director based in Australia. Chris and I are now both based in Australia, but today we're talking to you from HQ in Petone. Before we kick off. I'd like to bring your attention to the disclaimer. There's some key things there. I'd urge you to pay clear attention that it needs to be read with the notes and the statements that have gone out.

And I assume that you've now read that. So, the plan today is to go through this agenda. I'll take you through the investment case, why PaySource, why now, talk about the New Zealand launchpad and some of the results that we've had for the last financial year and the quarter, the first quarter that has just been completed.

Well, then I'll hand over to Chris. He will take you through the Australian market opportunity and look at the outlook. And then we've got time for Q&A. And please send through

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