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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Lesaka Technologies
Lesaka Technologies (LSAK) investor relations material
Lesaka Technologies Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary5 Nov, 2026
Executive summary
Met Q1 FY2027 guidance on all three measures, marking the 17th consecutive quarter of meeting profitability guidance; Consumer and Enterprise grew while Merchant weakened.
Q1 is expected to be the Merchant low point for FY2027; Group Adjusted EBITDA included ZAR 44.8m of once-off items, primarily brand refresh costs.
Three-year ambitions: net revenue CAGR >20%, Group Adjusted EBITDA CAGR >30%, and adjusted EPS CAGR >40%; include Bank Zero and exclude unannounced acquisitions.
Financial highlights
Net revenue rose 8% YoY to ZAR 1.583bn; GAAP revenue was ZAR 3.006bn, down 0.6% YoY.
Group Adjusted EBITDA fell 17% to ZAR 220.1m; adjusted earnings were ZAR 60.3m and adjusted EPS was ZAR 0.72, down 25% and 26%, respectively.
Net loss attributable to shareholders narrowed 17% to ZAR 68.0m; operating loss was ZAR 17.2m versus operating income of ZAR 2.4m.
Group Adjusted EBITDA margin declined to 13.9% from 18.1%; Group costs rose to ZAR 91.4m from ZAR 63.6m.
Outlook and guidance
Q2 FY2027 guidance: net revenue ZAR 1.62bn–ZAR 1.72bn, Group Adjusted EBITDA ZAR 280m–ZAR 320m, and adjusted EPS ZAR 1.00–ZAR 1.40.
FY2027 guidance reaffirmed: net revenue ZAR 7.0bn–ZAR 7.7bn, Group Adjusted EBITDA ZAR 1.45bn–ZAR 1.60bn, and adjusted EPS ZAR 7.50–ZAR 8.50; includes pending Bank Zero acquisition.
Merchant Segment Adjusted EBITDA expected to exceed ZAR 130m in Q2; volume expansion is expected in Q2 and ARPU improvement from Q3.
Merchant Q4 is expected to be its highest-ever quarter, with margins initially returning to >20%.
Consumer margin expected to average ~35% for FY2027; cash conversion is expected to remain pressured in Q2 and improve in H2.
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Latest events from Lesaka Technologies
- The board recommends For on 11 director nominees, auditor ratification, and say-on-pay.LSAK
Proxy filing - Three shareholder votes anchor a proxy focused on board oversight and performance-linked executive pay.LSAKProxy filing
- FY2026 delivered strong growth, GAAP profitability, and progress on the Bank Zero acquisition.LSAKQ4 2026
- Integrated fintech platform in Southern Africa delivers strong growth and expands through strategic acquisitions.LSAKCorporate presentation
- Vote sought on a share option grant to the Executive Chairman, aligning pay with performance.LSAKProxy filing
- Vote sought on a major share option grant to the Executive Chairman, with long-term vesting.LSAKProxy filing
- Q3 FY2026 saw 16% revenue growth, 45% EBITDA rise, and a raised full-year outlook.LSAKQ3 2026
- Revenue up 7% to $145.5M, EBITDA up 12%, and Adumo acquisition expands scale.LSAKQ1 2025
- Record net revenue and EBITDA growth in ZAR, with major acquisitions and debt refinancing completed.LSAKQ3 2025
Next Lesaka Technologies earnings date
Q2 20274 Feb, 2027
Lesaka Technologies
Next Lesaka Technologies earnings date
Q2 20274 Feb, 2027
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Frequently asked questions
Lesaka Technologies Inc., formerly known as Net 1 UEPS Technologies, Inc., is a South African fintech company that specializes in providing a range of financial services through its proprietary banking and payment technologies. The company serves both business (B2B) and consumer (B2C) markets in Southern Africa, offering solutions that include cash management, growth capital, card acquiring, bill payment technologies, and value-added services to formal and informal retail merchants. Additionally, Lesaka offers banking, lending, and insurance solutions to consumers. The company is headquartered in Johannesburg, South Africa, and its shares are listed on the Nasdaq.