Nayax Scheduled to Release Q3 Earnings for 2025 on November 19, 2025
Earnings Release Announcement: Nayax Ltd. will release its third-quarter earnings for 2025 on November 19, 2025, before U.S. markets open, with conference calls scheduled in both English and Hebrew.
Conference Call Details: The English call is set for 8:30 a.m. ET, while the Hebrew call will occur at 9:30 a.m. ET. Participants can pre-register for immediate access or join via dial-in numbers.
Company Overview: Nayax is a global commerce enablement and payments platform that helps merchants scale their businesses through cashless payment solutions and loyalty tools, with a focus on unattended retail.
Forward-Looking Statements: The press release includes forward-looking statements that are subject to risks and uncertainties, emphasizing that actual results may differ from expectations due to various factors, including market conditions and geopolitical events.
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- First Profit Achievement: Nayax Ltd reported a net income of $35.5 million in 2025, marking the company's first-ever profitability, a significant turnaround from last year's losses, indicating a successful business model shift and strong market demand.
- Strong Revenue Growth: The company anticipates revenue for 2026 to reach between $510 million and $520 million, representing a year-over-year growth of 22% to 25%, highlighting a positive outlook for expanding market share and enhancing the customer base.
- Significant Margin Improvement: Gross margin increased from 45.1% to 48.2%, primarily driven by enhanced payment processing efficiency and optimized hardware costs, which bolstered the company's profitability and competitive position in the market.
- Cash Flow and Acquisition Capacity: With $321 million in cash reserves, Nayax's free cash flow for 2025 was approximately $12 million, but the strong cash position provides ample funding for future strategic acquisitions, enabling the company to accelerate growth further.
- Earnings Highlights: Nayax LTD. reported a FY GAAP EPS of $0.94, beating expectations by $0.10, indicating improved profitability despite overall revenue falling short of projections.
- Revenue Growth: The company achieved FY revenue of $400.4 million, a 27.5% year-over-year increase, yet missed market expectations by $870,000, reflecting cautious market sentiment regarding its growth potential.
- Future Outlook: Nayax anticipates revenue between $510 million and $520 million for the year ending December 31, 2026, inclusive of 22% to 25% organic growth, showcasing confidence in future growth, particularly from the Lynkwell acquisition.
- Market Sentiment: Despite the earnings beat, market sentiment has cooled, leading to a downgrade in Nayax's rating, which reflects investor concerns about the company's execution capabilities.
- Global Partnership: Nayax has formed a global partnership with Tritium to provide a single card-present payment solution across charging networks in over 50 countries, enhancing convenience and user experience for electric vehicle charging.
- Rapid Integration Capability: Existing Tritium customers can retrofit Nayax devices in minutes through cloud-based protocols, significantly improving operational efficiency and customer satisfaction at charging stations.
- Simplified Installation Process: The purpose-built bracket designed by Tritium simplifies the installation of Nayax solutions, further lowering the technical barriers for operators and facilitating the rapid deployment of EV charging infrastructure.
- Market Demand Response: Nayax's CEO emphasized that while apps remain important, adding credit and debit card payment options better meets the needs of consumers who are not tech-savvy, thereby driving broader adoption of electric vehicle charging.
- Earnings Release Schedule: Nayax is set to announce its Q4 and full year 2025 earnings on March 9, 2026, before U.S. markets open, which is expected to positively influence investor confidence.
- Conference Call Details: The conference call will take place at 8:30 a.m. ET on March 9, featuring CEO Yair Nechmad and CFO Sagit Manor discussing the earnings report, thereby enhancing transparency and investor relations.
- Investor Meeting Arrangement: An in-person investor meeting will be held in Hebrew at Nayax's Herzliya office on the same day, further promoting direct communication with investors and enhancing the company's image.
- Global Business Overview: As of September 30, 2025, Nayax operates 12 global offices with approximately 1,200 employees and connections to over 80 merchant acquirers, showcasing its strong influence and market position in the payments industry.
- Significant Financing: Nayax completed an offering of 518,381 units in Israel, raising NIS 565.6 million (approximately $176 million) with a 13.98% oversubscription rate, reflecting strong market confidence in its growth potential.
- Clear Use of Proceeds: The net proceeds of approximately NIS 558.4 million (about $173.1 million) will be allocated for general corporate purposes, including potential acquisitions, aimed at enhancing market competitiveness through business expansion.
- Stable Bond Terms: The issued notes carry a fixed annual interest rate of 5.9% and mature on September 30, 2030, with adjustments based on the company's financial health, providing flexible financial management and reducing financing risks.
- Attractive Warrants: Each warrant has an exercise price of NIS 177.80, currently priced at NIS 158.16, representing a 22% premium over market price, which is likely to attract investor interest and potentially boost the company's stock performance.
- Financing Scale: Nayax successfully completed an offering in Israel totaling NIS 565.6 million (approximately $176 million), which was oversubscribed by 13.98%, reflecting strong market confidence in its future growth prospects.
- Securities Structure: The offering consisted of Series A Notes and three Warrants per unit priced at NIS 1,000 each, enhancing the company's capital structure and providing funding for potential acquisitions.
- Interest Rate and Repayment: The Notes carry a fixed annual interest rate of 5.9% and will mature in 2030, with a repayment plan divided into four installments, ensuring financial flexibility and long-term stability for the company.
- Strategic Use: The net proceeds of approximately NIS 558.4 million will be utilized for general corporate purposes, including potential acquisitions, further solidifying Nayax's competitive position in the global market.









