KARO Earnings Prediction
The chart below shows how KARO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KARO sees a -3.95% change in stock price 10 days leading up to the earnings, and a +1.37% change 10 days following the report. On the earnings day itself, the stock moves by +2.09%. This data can give you a slight idea of what to expect for the next quarter's release.
KARO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
1.16B
7.34%
4.76%
Gross Margin
69.69%
9.52%
-0.95%
Operating Margin
28.05%
10.30%
2.71%
Net Margin
20.76%
12.52%
6.46%
EPS
7.68
21.14%
12.12%
No Data Available
KARO Earnings Analysis
Karooooo Ltd Corporation (KARO.O) Earnings Conference Call
Positive
Subscription Revenue Increase: Carttrack's subscription revenue increased approximately ZAR 3 billion, a 15% year-on-year increase or 20% year-on-year on a U.S. dollar basis.
Operating Profit Margin: Carttrack's year-to-date operating profit margin was 30%.
Revenue Increase Overview: Karoo Logistics delivered ZAR 310 million in revenue, an increase of 38% year-on-year or 45% year-on-year on a U.S. dollar basis.
Revenue and Subscription Growth: In Q3, Karoo delivered total revenue of ZAR 1,159 million, a 15% year-on-year increase, with subscription revenue of ZAR 1,032 million, a 14% year-on-year increase.
Earnings Per Share Increase: Adjusted earnings per share increased by 21% to ZAR 7.67.
Negative
Q3 Growth Impacted by Strategy: Growth in Q3 was negatively impacted by our customers' strategic decision to focus on in-store Black Friday promotions.
Revenue Increase with Low Margin: Karoos Logistics delivered revenue of ZAR 109 million, an increase of 20% year-on-year, but the operating profit margin was only 8%.
Segment Complementarity and Market Challenges: The two segments of Karoos, Cartrack and Karoos Logistics, complement each other, but overall growth was hindered by external market conditions.
Operating Profit Record: Despite a strong quarterly operating profit now at a record of ZAR 325 million, the growth momentum was not sufficient to offset strategic shifts in customer behavior.
Cash Management Improvement: Our balance sheet remains strong, but we ended the quarter with net cash and cash equivalents of ZAR 856 million, indicating a need for better capital allocation.
KARO FAQs
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KARO Earning Call Sentiment
Karooooo Ltd. (KARO) Q3 2025 Earnings Call Transcript
1.0x
00:00
00:00
KARO.O
1.62%Positive
The earnings call reveals strong financial performance, with significant revenue and subscriber growth, a positive cash position, and a substantial dividend increase. Despite competitive pressures and supply chain challenges, the reaffirmed guidance and strategic hiring plans indicate confidence in future growth. The Q&A section highlighted some uncertainties, but overall sentiment remains positive, especially with the strong operational metrics and shareholder return strategies.
