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Investor Relations14 Oct 2025
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Karooooo (KARO) investor relations material
Karooooo Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary23 Jul, 2025
Executive summary
Q1 FY26 total revenue rose 18% year-over-year to ZAR 1,277 million, with subscription revenue up 18% to ZAR 1,141 million and EPS up 19% to ZAR 8.55.
Subscriber base grew 17% to 2.4 million, with record net additions of 84,000 in Q1 and strong growth in South Africa, Southeast Asia, and Europe.
SaaS ARR accelerated 18% in ZAR and 24% in USD, reflecting momentum from strategic investments in sales capacity.
Maintained "Rule of 60" profile, robust operating profit margin of 30%, and strong balance sheet with ZAR 1,103 million net cash.
FY26 outlook reaffirmed, targeting 16–21% subscription revenue growth and EPS of ZAR 32.50–35.50.
Financial highlights
Subscription revenue reached ZAR 1,141 million, up 18% year-over-year; operating profit increased 17% to ZAR 352 million.
Adjusted EPS rose 19% to ZAR 8.55; free cash flow and adjusted free cash flow surged, supporting future growth.
Subscription gross margin was 74%; net cash and equivalents stood at ZAR 1,103 million as of May 31, 2025.
Dividend of USD 1.25 per share (USD 38.6 million) declared for August 2025.
98% of Q1 2026 revenue was subscription-based.
Outlook and guidance
FY26 guidance reaffirmed: Cartrack subscription revenue between ZAR 4,700–4,900 million (16–21% growth), operating profit margin 26–31%, and EPS between ZAR 32.50–35.50.
Sales headcount in Southeast Asia targeted to increase by 70% by February 2026 to drive further growth.
Focus on expanding distribution, platform adoption, and leveraging AI and innovation for durable growth.
ARPU growth in South Africa may take longer than initially expected, but long-term potential remains strong.
Assess video solution & Cartrack tag ARPU impact.
Explain rationale for SEA expansion over Africa.
Detail SEA hiring progress vs. 70% growth target.
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Q2 202615 Oct, 2025
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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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