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Karooooo (KARO) investor relations material
Karooooo Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary15 Oct, 2025
Executive summary
SaaS platform for connected vehicles and mobile assets with 2.5 million subscribers across 125,000 businesses in South Africa, Southeast Asia, and Europe, serving diverse industries.
Achieved 20% year-over-year growth in both SaaS ARR and subscription revenue, with total revenue up 21% to ZAR 1,344 million in Q2 FY 2026.
Net subscriber additions reached 71,000, bringing total subscribers to 2.5 million, a 15% increase year-over-year.
Maintained a robust operating profit margin of 29% for Cartrack, with operating profit up 18% to ZAR 356 million and adjusted EPS up 13% to ZAR 8.28.
Strong balance sheet with net cash and cash equivalents of ZAR 393 million as of quarter-end.
Financial highlights
Annual recurring revenue (ARR) increased 20% to ZAR 4,806 million.
Adjusted earnings per share rose 13% to ZAR 8.28; adjusted free cash flow up 44% to ZAR 358 million year-to-date.
Adjusted EBITDA margin for Cartrack at 46%; group adjusted EBITDA margin at 47%.
Gross profit margin on subscription revenue at 72%.
Karooooo Logistics revenue up 38% to ZAR 139 million, with an 8% operating profit margin, driven by e-commerce order growth.
Outlook and guidance
FY 2026 guidance reaffirmed: Cartrack subscription revenue expected between ZAR 4,700 million and ZAR 4,900 million, with operating profit margin of 26%-31%.
Adjusted EPS guidance for FY 2026: ZAR 32.50–35.50.
Continued investment in sales, marketing, AI, platform, and customer experience to drive future growth.
Focus on expanding distribution, driving platform adoption, and capitalizing on demand for video solutions.
Cartrack net subscriber additions decline?
Karooooo Logistics margin decline despite growth?
Explain cash & adjusted free cash flow drop.
AI's role in GTM scaling?
Impact of cross-selling on ARPU?
How to address sales capacity bottleneck?
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Q3 202614 Jan, 2026
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Frequently asked questions
Karooooo Ltd., through its subsidiaries, develops automaton-based software platform for managing connected vehicles, such as for fleet operators. The company's platform provides vehicle connectivity, intelligence in connected cars, fleet management and real-time data management for fleet operators and vehicle manufacturers. Karoo's platform enables the management and control of all aspects of connected vehicles, from the collection of data to the usage of various mobility services. Karooooo Ltd. was founded in 2001 and is headquartered in Singapore.
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