Lesaka Sets FY2027 Targets with Adjusted EPS Growth Above 40% CAGR
LSAK sits 28% above its 52-week low of $3.62.
Summary
Lesaka reported its first GAAP-profitable year since 2022 and issued FY2027 guidance targeting Adjusted EPS of ZAR 7.50–8.50, with a medium-term ambition of 40%+ Adjusted EPS CAGR.
Key Events · Earnings and Guidance · LSAK
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First GAAP-Profit Year Since 2022
FY2026 net income attributable to Lesaka was $2.8M, versus a $91.0M loss in FY2025. Revenue grew 9.4% to $721.6M, and Group Adjusted EBITDA rose 41% to $75.7M.
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FY2027 Guidance Issued
Management expects Net Revenue of ZAR 7.0–7.7B, Group Adjusted EBITDA of ZAR 1.45–1.60B, and Adjusted EPS of ZAR 7.50–8.50 for the year ending June 30, 2027.
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Medium-Term Ambition: 40%+ Adjusted EPS CAGR
Executive Chairman Ali Mazanderani stated the company targets Adjusted EPS CAGR in excess of 40% over the next three years.
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Q1 FY2027 Guidance Reflects Seasonality and Restructuring
Q1 FY2027 guidance of ZAR 1.58–1.66B Net Revenue and ZAR 200–240M Adjusted EBITDA includes expected once-off restructuring costs in the merchant business.
Analysis · LSAK · Finance
After delivering its first GAAP-profitable year since 2022, Lesaka laid out concrete FY2027 guidance. Management projects Net Revenue of ZAR 7.0–7.7 billion, Group Adjusted EBITDA of ZAR 1.45–1.60 billion, and Adjusted EPS of ZAR 7.50–8.50 — a notable step up from the FY2026 base of ZAR 6.33 billion Net Revenue and ZAR 1.27 billion Adjusted EBITDA. The company also set a medium-term ambition of Adjusted EPS CAGR above 40% over three years. While Q1 FY2027 guidance is softer sequentially due to seasonality and one-time merchant restructuring costs, the full-year outlook signals confidence in the Bank Zero acquisition and core fintech momentum.
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At the time of this filing, LSAK was trading at $4.65 on NASDAQ in the Finance sector, with a market capitalization of approximately $393.8M. The 52-week trading range was $3.62 to $5.54. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.