Lesaka Technologies, Inc. · NASDAQ:LSAK
Lesaka Technologies — Baird Global Consumer, Technology & Services Conference 2017
7 slides from Lesaka Technologies's conference presentation, Jun 6, 2017
Slide 1: Investor Presentation
Baird Global Consumer, Technology & Services Conference Investor Presentation June 6, 2017 Dhruv Chopra Head of Investor Relations; +1-917-767-6722; dchopra@net1.com
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 caus
Slide 3: Corporate Overview
Corporate Overview Core South African businesses sustain growth while new growth initiatives internationally gear up OUR THREE REPORTING SEGMENTS South African International Financial Transaction Transaction Inclusion & Processing Processing Applied Technologies YTD17 Rev: $181m (+11%) YTD17 Rev: $1
Slide 4: Recent Developments
Recent Developments CORPORATE ACTIVITY SUPPORTING BUSINESS FUNDAMENTALS • Net Cash of $242 million at 3/31/17 (45% of market cap) • Acquired 30% of Bank Frick – European Bank • Investing $40m in MobiKwik – #2 digital wallet in India • Announced R2bn investment in CellC/DNI Retail in SA RECENTLY LAUN
Slide 5: Our Strategy
Our Strategy SOUTH AFRICA INTERNATIONAL • Financial Inclusion • UEPS/EMV • Financial Services • Working capital Finance • Mobile Payments • Mobile Virtual Card • Mobile-enabled VAS • IFC • MasterCard MOBILE KOREA • Mobile Payments • Penetrate SME merchants • Loyalty • Expand product offerings • Remi
Slide 6: Financial Snapshot
Financial Snapshot Notes: 1) FY14 figures exclude a one-time payment of $27 MM received from SASSA; 2) In FY16, FX was a 26% headwind on USD reported Cash: $267 MM numbers; 3) FY17 Fundamental EPS includes 19% headwind from Debt: $25 MM share issuance to three investors including IFC; and 4) Fundame
Slide 7: 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 March 31, 2017 and 2016 EPS, EPS, Net income basic Net income basic (USD’000) (USD) (ZAR’000) (ZAR) 2017 2016 2017 2016 2017
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