Alex Sklar's questions to Karooooo (KARO) leadership • Q1 2026
Question
Alex Sklar of Raymond James inquired about the progress of hiring plans in Southeast Asia, future sales productivity, the margin impact of cross-selling, and the potential to increase ownership in Karoo Logistics.
Answer
CEO Isaias Jose Calisto confirmed that Southeast Asia hiring is on target and that they expect to deliver increased productivity. He clarified that ARPU growth from cross-selling is aimed at increasing absolute profit, not profit margins, due to associated costs. He also confirmed the company has an option to increase its stake in Karoo Logistics starting February 2026, which will be evaluated then.