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KARO
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Karooooo Reports Record Q4 and FY2025 Results Fuelled by Accelerating Cartrack Subscriber Revenue Growth and Robust Profitability

1. Karooooo recorded strong FY2025 results, with record revenue and operating income. 2. Adjusted EPS for FY2025 rose 33% Y/Y to ZAR31.67. 3. Subscriber count increased 17% Y/Y to 2.3 million. 4. Q4 subscription revenue growth accelerated to 16% Y/Y. 5. Southeast Asia shows significant growth potential with 31% revenue growth.

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$44.905/14 04:29 PM EDTEvent Start
$50.2505/15 11:09 PM EDTLatest Updated
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FAQ

Why Very Bullish?

The impressive earnings results and subscriber growth suggest robust business health. Historically, strong quarterly results often lead to price increases in persistent growth scenarios.

How important is it?

The article highlights record financial results and growth strategies directly related to KARO's business model. The significance of subscriber growth and innovation underpins future profitability potential.

Why Long Term?

The company's strong fundamentals and ongoing investments in growth areas should support continued performance. Long-term market penetration in Asia may yield sustained revenue increases similar to earlier Western expansions.

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CARTKRL
SINGAPORE--(BUSINESS WIRE)--Karooooo Limited (“Karooooo”) reported record results for the fourth quarter (“Q4 2025”) and full-year FY 2025 ended February 28, 2025. Karooooo owns 100% of Cartrack and 74.8% of Karooooo Logistics.FY2025 was a year of strong execution, impactful innovation and significant progress. We accelerated customer acquisition, enhanced our platform with more advanced AI Video capabilities and other features, and successfully launched the Cartrack-Tag.Share Q4 2025 and FY2025 highlights include: Karooooo delivered record revenue, operating income and EPS for the fourth quarter and full year FY2025 Karooooo FY2025 EPS increased 25% Y/Y to ZAR29.81 and Adjusted EPS increased 33% Y/Y to ZAR31.67 Karooooo Q4 2025 adjusted EPS increased 39% Y/Y to ZAR9.48 Karooooo subscribers increased 17% Y/Y to 2.3 million Q4 2025 Cartrack subscription revenue accelerated to 16% Y/Y Zak Calisto, CEO and Founder: “FY2025 was a year of strong execution, impactful innovation and significant progress. We accelerated customer acquisition, enhanced our platform with more advanced AI Video capabilities and other features, and successfully launched the Cartrack-Tag. We remain optimistic about continued healthy organic growth in South Africa while our investments in Europe are driving accelerating subscriber growth. Southeast Asia continues to represent our largest medium-to-long-term growth opportunity, and we are excited about our progress in the region. Constant currency subscription revenue growth increased 31% in Southeast Asia in Q4. Our culture of innovation, disciplined execution, and customer centricity give us confidence as we aim to accelerate our growth in FY2026.” Karooooo subscription revenue increased 16% to ZAR1,086 million in Q4 2025 (Q4 2024: ZAR935 million), and operating profit increased 30% to ZAR385 million (Q4 2024: ZAR296 million). Cartrack total revenue increased 16% to ZAR1,110 million in Q4 2025 (Q4 2024: ZAR958 million). Cartrack subscription revenue increased 16% to ZAR1,084 million in Q4 2025 (Q4 2024: ZAR930 million) and accelerated 200 basis points in Q4 2025 compared to Q3 2025 growth of 14%. Cartrack operating profit margin was 34% in Q4 2025. Cartrack delivered net subscriber additions of 79,009 during the quarter (Q4 2024: 63,340). Karooooo Logistics revenue increased 19% to ZAR110 million in Q4 2025 (Q4 2024: ZAR93 million). Karooooo’s adjusted EPS increased 39% to ZAR9.48 in Q4 2025 (Q4 2024: ZAR6.81). FY 2025 adjusted EPS increased 33% to ZAR31.67 (FY 2024: ZAR23.85). Karooooo’s proven, resilient and consistently profitable business model, underpinned by a strong balance sheet and healthy cash position, positions it to capitalize on a growing and largely underpenetrated market in FY2026. Full earnings: www.karooooo.com

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