Lesaka Technologies beats top-line and bottom-line estimates; initiates Q1 and FY outlook

* Lesaka Technologies press release [https://seekingalpha.com/pr/20247926-lesaka-s-final-fy2025-results-delivers-on-fy2025-profitability-guidance-reaffirms-fy2026] (NASDAQ:LSAK [https://seekingalpha.com/symbol/LSAK]): Q4 Non-GAAP EPS of $0.05 beats by $0.01.
* Revenue of $168.5M (+15.4% Y/Y) beats by $10.5M.
* Net Revenue of $82.0 million (ZAR 1.5 billion), up 47% in ZAR.
* Group Adjusted EBITDA of $16.7 million (ZAR 305.6 million), up 61% in ZAR.
* Merchant Division Revenue of $129.0 million (ZAR 2.4 billion), up 7% in ZAR, Net Revenue of $44.4 million (ZAR 812 million), up 49% in ZAR. Merchant Segment Adjusted EBITDA of $10.2 million (ZAR 186.7 million), up 37% in ZAR.
* Consumer Net Revenue of $27.9 million (ZAR 509.8 billion), up 44% in ZAR. Consumer Segment Adjusted EBITDA of $8.9 million (ZAR 161.9 million), up 106% in ZAR.

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OUTLOOK: FIRST QUARTER 2026 (“Q1 2026”) AND FULL FISCAL YEAR 2026 (“FY 2026”) GUIDANCE

While we report our financial results in USD, we measure our operating performance in ZAR, and as such we provide our guidance accordingly.

FOR Q1 FY2026, THE QUARTER ENDING SEPTEMBER 30, 2025, WE EXPECT:

* Net Revenue between ZAR 1.50 billion and ZAR 1.65 billion.
* Group Adjusted EBITDA between ZAR 260 million and ZAR 300 million

FOR FY2026, THE YEAR ENDING JUNE 30, 2026, WE EXPECT:

* Net Revenue between ZAR 6.4 billion and ZAR 6.9 billion
* Group Adjusted EBITDA between ZAR 1.25 billion and ZAR 1.45 billion
* Net Income Attributable to Lesaka to be positive.
* Adjusted earnings per share of at least ZAR 4.60, implying a year-on-year growth of greater than 100%.

MORE ON LESAKA TECHNOLOGIES

* Lesaka Earnings: Stock Price Could Release Once The Company Reaches Consolidation Phase [https://seekingalpha.com/article/4823338-lesaka-earnings-stock-price-could-release-once-reaches-consolidation-phase]
* Lesaka Technologies, Inc. (LSAK) Q4 2025 Earnings Call Transcript [https://seekingalpha.com/article/4822109-lesaka-technologies-inc-lsak-q4-2025-earnings-call-transcript]
* Lesaka Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation [https://seekingalpha.com/article/4822202-lesaka-technologies-inc-2025-q4-results-earnings-call-presentation]
* Lesaka targets over 100% EPS growth and ZAR 4.6 per share in FY 2026 while advancing fintech platform integration [https://seekingalpha.com/news/4494183-lesaka-targets-over-100-percent-eps-growth-and-zar-4_6-per-share-in-fy-2026-while-advancing]
* Lesaka Technologies announces FY2025 preliminary revenue of $328.7 Million, reaffirms FY2026 profitability outlook [https://seekingalpha.com/news/4493895-lesaka-technologies-announces-fy2025-preliminary-revenue-of-3287-million-reaffirms-fy2026-profitability-outlook]