Karooooo Ltd. recently held its Q4 and Full Year 2025 Earnings Conference Call on May 15, 2025. The event was attended by key company executives including Founder & Group CEO Zak Calisto, VP of Investor Relations and Strategic Finance Paul Bieber, Group Chief Financial Officer Hoeshin Goy, and Group Chief Strategy and Marketing Officer Carmen Calisto. During the call, the company presented its financial results, highlighting robust growth and operational momentum primarily driven by Cartrack. Cartrack's subscription revenue for FY 2025 was reported at ZAR4.1 billion, marking a 15% increase, or 19% on a U.S. dollar basis, with an operating profit margin of 31%. Carmen Calisto emphasized the company's impact, stating, "We operate a SaaS platform for connected vehicles and mobile assets that enables businesses to enhance operational efficiency, reduce costs, improve safety, and ensure compliance." Additionally, Karooooo Logistics was identified as a significant growth area, described as a "structurally lower margin business than Cartrack, showing strong growth momentum," and key to empowering large enterprise customers to scale their e-commerce and logistics operations. The full transcript can be accessed through the link below.
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