Revenue: As of FY2026 Q1, the actual value is USD 171.45 M, beating the estimate of USD 158 M.EPS: As of FY2026 Q1, the actual value is USD -0.05, missing the estimate of USD -0.02.EBIT: As of FY2026 Q1, the actual value is USD 4.742 M.<h3>Merchant Segment</h3><ul><li>Revenue: The Merchant segment reported revenue of $126.95 million for the three months ended September 30, 2025, compared to $123.65 million for the same period in 2024, representing a 3% increase.</li><li>Operational Metrics: Segment Adjusted EBITDA for the Merchant segment was $9.19 million, up from $7.55 million in the prior year, reflecting a 22% increase.</li><li>Unique Metrics: The number of devices deployed under the Merchant segment increased to 87,847 as of September 30, 2025, from 53,450 in the prior year, with total throughput for the period reaching ZAR 9.2 billion, a 117% increase.</li></ul><h3>Consumer Segment</h3><ul><li>Revenue: The Consumer segment generated revenue of $30.58 million, up from $21.07 million in the previous year, marking a 45% increase.</li><li>Operational Metrics: Segment Adjusted EBITDA for the Consumer segment was $8.49 million, a significant increase from $4.40 million in the prior year, representing a 93% increase.</li><li>Unique Metrics: The number of active consumers at period end was 1.9 million, up from 1.6 million in the prior year, with lending originations for the period increasing by 77% to ZAR 820 million.</li></ul><h3>Enterprise Segment</h3><ul><li>Revenue: The Enterprise segment reported revenue of $14.85 million, compared to $11.88 million in the prior year, reflecting a 25% increase.</li><li>Operational Metrics: Segment Adjusted EBITDA for the Enterprise segment was $1.27 million, up from $0.36 million in the previous year, representing a 251% increase.</li></ul><h3>Future Outlook and Strategy</h3><ul><li>Core Business Focus: Lesaka Technologies, Inc. plans to continue integrating its Merchant Division under a single Lesaka identity to optimize operations. The company is focusing on expanding its consumer base and enhancing digital capabilities to drive customer acquisition and service.</li><li>Non-Core Business: The company is exploring the sale of its shares in Cell C, with a potential transaction involving The Prepaid Company Proprietary Limited, contingent on certain conditions being met by November 30, 2025.</li></ul>

Lesaka Tech | 10-Q: FY2026 Q1 Revenue Beats Estimate at USD 171.45 M