Lesaka Technologies, Inc. · NASDAQ:LSAK
Lesaka Technologies — Net1 UEPS Technologies — Baird Business Solutions Conference 2015
8 slides from Lesaka Technologies's conference presentation, Feb 24, 2015
Slide 1: Baird Business Solutions Conference Investor Presentation
Baird Business Solutions Conference February 24, 2015 Investor Presentation Dhruv Chopra Head of Investor Relations; +1-917-767-6722; [email protected]
Slide 2: Safe Harbor Statement
Safe Harbor Statement The Private Securities Litigation Reform Act of 1995 provides a “safe harbor” for certain forward- looking statements so long as such information is identified as forward-looking and is accompanied by meaningful cautionary statements identifying important factors that could cau
Slide 3: Corporate Overview
Corporate Overview Our revenue base is recurring, growing at double-digits, and sources of revenue are diversifying OUR THREE REPORTING SEGMENTS South African International Financial Transaction Transaction Inclusion & Processing Processing Applied Technologies 1H15 Rev: $119m (+11%) 1H15 Rev: $84m
Slide 4: Current Business Trends
Current Business Trends SUSTAINED GROWTH AND IMPROVING PROFITABILITY IN 2014 AND 1H2015 Steady growth in SA Processing with improving margin 10%+ Int’l Processing growth with mid-teens margin Financial Inclusion the growth driver: Mobile + Lending New wins announced in mobile and international RECEN
Slide 5: Our Strategy
Our Strategy South Africa International • Financial Inclusion • UEPS/EMV • Financial Services • Advance Airtime • Mobile Payments • Mobile Virtual Card • Mobile-enabled VAS • MasterCard Partnership Mobile Korea • Secure Mobile Payments • Penetrate SME merchants • Loyalty • Expand product offerings •
Slide 6: CPS – SASSA Update
CPS – SASSA Update CPS commenced distribution of grants CPS is now 12.5% owned by our BEE nationally on April 1, 2012 per its 5-YEAR partners. SASSA has commenced with a CONTRACT with SASSA. new tender process as result of the ------ HAS WORKED WITH SA GOVT. FOR Constitutional Court ruling, but this
Slide 7: Financial Snapshot
Financial Snapshot Revenue ($ Millions) Fundamental EPS 600 $555 $2.00 $1.75 500 $452 $1.42 $390 $1.50 400 $1.17 $311 300 $1.00 $0.76 200 $0.50 100 0 $0.00 FY12 FY13 FY14 1H15 FY12 FY13 FY14 1H15 Notes: 1) FY14 figures exclude a one-time payment of $27 million received from SASSA; 2) FY12 and FY13 i
Slide 8: Reconciliation of Non-GAAP Measures
Reconciliation of Non-GAAP Measures Reconciliation of GAAP net income and earnings per share, basic, to fundamental net income and earnings per share, basic Three months ended December 31, 2014 and 2013 EPS, EPS, Net income basic Net income basic (USD’000) (USD) (ZAR’000) (ZAR) 2014 2013 2014 2013 2
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