Stock Track | Karooooo Ltd. Stock Soars 7% on Stellar Q3 2025 Results Driven by Strong Subscription and Subscriber Growth

Stock Track
16 Jan

Karooooo Ltd. (KARO) stock surged over 7% on Thursday in the pre-market trading session, following the company's impressive Q3 2025 earnings release. The South African software-as-a-service (SaaS) provider reported robust financial results, fueling investor optimism and driving the stock higher.

The key highlights from Karooooo's Q3 2025 earnings that propelled the stock rally include:

  • Total revenue increased by 15% year-over-year (YoY) to ZAR 1,159 million, driven by strong subscription revenue growth.
  • Subscription revenue rose 14% YoY to ZAR 1,032 million, indicating continued demand for the company's SaaS offerings.
  • Subscriber base grew by 17% YoY to over 2.2 million, showcasing Karooooo's ability to acquire new customers across various industries.
  • Adjusted earnings per share (EPS) surged 21% YoY to ZAR 7.67, reflecting the company's strong profitability and operating leverage.

Karooooo's CEO, Isaias Calisto, expressed confidence in the company's growth prospects, citing the massive addressable market opportunity and plans to expand sales and marketing efforts across key regions, particularly in Southeast Asia, where the company sees the most compelling growth potential over the medium to long term.

The company's financial performance was further bolstered by its robust balance sheet, with net cash and cash equivalents of ZAR 856 million and strong free cash flow generation of ZAR 188 million. Karooooo's disciplined capital allocation strategy, focusing on organic growth and product innovation, has positioned the company well to capitalize on the expansive growth opportunity in the SaaS market.

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