Karooooo Ltd — Cyborg Score 8/10

Strong
Software & Computer Services / SaaS / IoT Operations Cloud / Fleet Management

Strategic Profile

Karooooo reached SGD 334.6 million in revenue in 2024, earning a place on Singapore's Fastest-Growing Companies 2026. The company's subscription revenue increased 24% to USD 63 million in Q1 2026, driven by strong growth in its core Cartrack fleet management platform and expanding Karooooo Logistics last-mile delivery solutions. The company demonstrates durable profitability with strong cash generation, reflected in quarterly dividend payments.

Cyborg Score Rationale

Full-year 2025 earnings per share increased 25% to ZAR 29.81 with operating profit increasing 26% to ZAR 1,312 million. The company exhibits exceptional scale and growth trajectory while maintaining operational margins above 30%, with a diversified global customer base spanning 20+ countries and multiple revenue streams.

Top Insights

  • Cartrack subscribers increased 17% to 2.38 million with net subscriber additions increasing 11% in Q1 2026
  • Cartrack's operating profit margin increased to 34% in Q4 2025, demonstrating strong operational leverage
  • Cartrack and Volkswagen Group announced a partnership for fleet data integration in November 2025, expanding enterprise integrations
  • The company leverages more than 180 billion data points each month to enable strategic decision making and transform analytics into actionable intelligence

Named Competitors

  • Fleet Management Platform — Connected vehicle data platform for telematics and fleet management
  • Fleet Operations Software — IoT platform for durable asset operations and fleet management
  • Logistics Software — Last-mile delivery and route optimization software

Recent Developments

  • (February 2026) Karooooo recognized among Singapore's fastest-growing companies with sustained growth at scale
  • (November 2025) Cartrack and Volkswagen Group partnership for fleet data integration announced
  • (May 2025) Full-year 2025 results: 25% EPS growth, 26% operating profit growth

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