Lesaka Technologies Inc. — Cyborg Score 8/10

Strong
Financial Technology (Fintech) - Financial Services & Digital Payments

Strategic Profile

Lesaka is a fintech company driven by a purpose to digitise commerce in Africa, offering services to consumers, merchants and enterprises. In June 2025, Lesaka Technologies acquired Bank Zero for R1.091 billion, marking a key milestone in building a vertically integrated fintech platform.

Cyborg Score Rationale

FY2025 net revenue reached $328.7 million, up 38% in ZAR, with Group Adjusted EBITDA of $50.7 million, a 33% increase in ZAR. For FY2026, the company expects adjusted earnings per share of at least ZAR 4.60, representing over 100% year-on-year growth.

Top Insights

  • Lesaka projects 35%+ EBITDA growth and 100% EPS increase for FY2026
  • Bank Zero acquisition for R1.091 billion expands banking capabilities
  • Merchant Division saw Net Revenue growth of 58% while Consumer Division increased 32% in Q3 2025
  • Company projects positive net income for the first time in FY2026

Named Competitors

  • Digital Banking — Zero-fee digital banking platform (now acquired by Lesaka)
  • Mobile Money — Digital wallet and mobile payment platform (formerly held by Lesaka)
  • Merchant Acquiring — Payment processing solutions for merchants

Recent Developments

  • (June 2025) Acquired Bank Zero digital bank for R1.091 billion to build vertically integrated fintech platform
  • (September 2025) Delivered FY2025 revenue of $328.7M with 38% growth and set FY2026 guidance for 100%+ EPS growth
  • (May 2025) Q3 2025 results showed 43% Net Revenue growth YoY with Merchant division posting 58% growth

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