Nayax (NYAX) Company Report

Nayax Ltd. announced the acquisition of Lynkwell, an AI-enabled EV Charging platform, on December 4, 2025.
The acquisition, valued at an implied effective purchase price of $25.9 million USD in cash at closing, aims to enhance Nayax’s solution in the EV charging ecosystem by integrating advanced software and payment solutions.
Lynkwell reported audited 2024 revenues of $17.1 million USD with substantial year-over-year growth, and Nayax funded the transaction with cash on hand.

4 days ago

6-K

NYAX Reports Strong Q3 2025 Financial Results and Provides 2025 Guidance

NYAX

Earnings

Revenue Acceleration/Inflection

Guidance Update

NYAX reported strong Q3 2025 financial results, with revenue increasing 26% to $104.3 million and recurring revenue growing 29% to $77.1 million.
Profitability significantly improved, with Gross Margin rising to 49.3% from 45.7% in Q3 2024, and Adjusted EBITDA increasing 64% to $18.2 million (17.5% of revenue) from $11.1 million (13.3% of revenue) in Q3 2024. Net Income also saw a substantial increase to $3.5 million compared to $0.7 million in the prior year period.
Operational metrics showed robust growth, including a 35% increase in total transaction value to $1.76 billion, a 21% rise in customers to nearly 110,000, and a 17% increase in managed and connected devices to 1.43 million.
The company provided 2025 guidance, projecting revenue between $400 million and $405 million and Adjusted EBITDA between $60 million and $65 million.

Nov 19, 2025, 2:30 PM

Presentation

Nayax Reports Strong Q3 2025 Results and Updates Full-Year Guidance

NYAX

Earnings

Guidance Update

M&A

Nayax reported Q3 2025 revenue of $104.3 million, marking a 26% increase over Q3 2024, with organic revenue growth of 25% and recurring revenue growing 29% to $77 million.
Adjusted EBITDA for Q3 2025 reached $18.2 million, representing 17.5% of revenue, and net income was $3.5 million.
For the full year 2025, Nayax updated its revenue guidance to $400-$405 million (27%-29% growth) on a constant currency basis, reiterated organic revenue growth of at least 25%, and maintained an adjusted EBITDA margin target of at least 15%.
Key strategic developments include signing a letter of intent to acquire Integral Vending in Mexico, completing full ownership of Tigapo, and planning the launch of an embedded banking product in the U.S. in early 2026.

Nov 19, 2025, 1:30 PM

Transcript

Nayax Reports Strong Q3 2025 Results and Updates Full-Year Guidance

NYAX

Earnings

Guidance Update

M&A

Nayax reported Q3 2025 revenue of $104.3 million, a 26% increase over Q3 2024, with organic revenue growth of 25%. Recurring revenue grew 29% to $77 million, representing 74% of total revenue, and gross margin expanded to 49.3%.
The company's total transaction value increased by 35% over Q3 2024, reaching $1.8 billion, driven by growth in high transaction value verticals like EV charging, amusement, and car wash. The customer base expanded by 21% to nearly 110,000 customers, and the installed base of managed devices grew 17% to over 1.4 million.
For the full year 2025, Nayax reiterated its organic revenue growth guidance of at least 25% and updated its revenue outlook to a range of $400-$405 million (27%-29% growth) due to delayed M&A activity. The company still anticipates an adjusted EBITDA margin of at least 15%, with adjusted EBITDA between $60-$65 million.
Strategic initiatives include signing a letter of intent to acquire Integral Vending in Mexico, completing the purchase of the remaining shares of Tigapo, and rolling out new payment platforms like BIPUS Media and Uno Mini. Nayax is also preparing to launch an embedded banking product in the U.S. in early 2026.

Nov 19, 2025, 1:30 PM

Transcript

Nayax Reports Strong Q3 2025 Results and Updates Full-Year Revenue Guidance

NYAX

Earnings

Guidance Update

M&A

Nayax reported strong Q3 2025 financial results, with revenue increasing 26% to $104.3 million and organic revenue growth of 25% compared to Q3 2024. Adjusted EBITDA reached $18.2 million, representing 17.5% of revenue.
The company's customer base expanded by 21% to nearly 110,000 customers, and its installed base of managed and connected devices grew 17% to over 1.4 million.
Nayax updated its full-year 2025 revenue guidance to a range of $400 million - $405 million on a constant currency basis, representing 27%-29% growth, primarily due to delays in strategic M&A transactions. The organic revenue growth guidance was reiterated at at least 25%.
Key product developments include the rollout of the VPOS Media Android payment platform and progress with the UNO-Mini embedded payment product for EV charging. Embedded banking is set to launch in Q1 2026, with e-commerce solutions following in 2026.

Nov 19, 2025, 1:30 PM

Transcript

Nayax Reports Strong Q3 2025 Results and Updates Full-Year Guidance

NYAX

Earnings

Guidance Update

M&A

Nayax Ltd. reported strong financial results for the third quarter ended September 30, 2025, with total revenue increasing 26% to $104.3 million and organic revenue growth of 24.7% compared to Q3 2024.
Net income for Q3 2025 was $3.5 million, a significant improvement from $0.7 million in the prior year's third quarter, with basic earnings per share reaching $0.095.
Adjusted EBITDA grew 64% to $18.2 million, representing a 17.5% margin of total revenue, up from 13.3% in Q3 2024.
Operational metrics also showed robust growth, including a 34.6% increase in total transaction value to $1.763 billion and a 16.8% rise in managed and connected devices to approximately 1.433 million.
For the full year 2025, Nayax reiterated its organic revenue growth guidance of at least 25% but updated its total revenue outlook to a range of $400 million to $405 million and Adjusted EBITDA guidance to $60 million to $65 million, reflecting delays in certain strategic M&A transactions.

Nov 19, 2025, 12:30 PM

6-K

Nayax Ltd. reports strong Q2 2025 results and reaffirms 2025 guidance

NYAX

Earnings

Guidance Update

Revenue Acceleration/Inflection

Nayax Ltd. reported Q2 2025 revenue of $95.6 million, a 22% increase year-over-year, with recurring revenue growing 32%.
The company achieved a net income of $11.7 million and Adjusted EBITDA of $12.6 million for Q2 2025, while gross margin improved to 48.3%.
Key operational metrics showed strong growth, including a 34% increase in total transaction value to nearly $1.6 billion and a 24% increase in the customer base to nearly 105,000.
Nayax reaffirmed its full-year 2025 guidance, expecting revenue growth of 30% to 35% (totaling $410 million to $425 million) and Adjusted EBITDA between $65 million and $70 million.

Aug 13, 2025, 12:00 AM

6-K

Nayax Outlines Global Growth and Embedded Payment Strategies

NYAX

M&A

Revenue Acceleration/Inflection

New Projects/Investments

Historical and Financial Performance Update: Nayax, founded in 2005 and public in Israel (2021) and the U.S. (2022), reported strong 2024 performance with $314M revenue, 45% margins, and nearly 70% recurring revenue.
Diversified Portfolio and Scale: The company operates in 44 unattended verticals (including vending, EV charging, and parking), achieving milestones like 100,000 customers and managing 1,330,000 devices.
Embedded Payment Innovation: Nayax is advancing its embedded payment solutions with the launch of the UNO Mini device, aimed at lowering hardware costs for OEMs and enhancing EV charging payment integration, highlighted by a new partnership with Linkwell.
Global Expansion and M&A Strategy: The firm is pursuing geographic expansion, notably through acquisitions in Latin America (VM Technologia and UpPay) and establishing a new office in Singapore to penetrate Southeast Asia.

Jun 4, 2025, 2:21 PM

Nayax Completes Notes & Warrants Offering in Israel

NYAX

Debt Issuance

New Projects/Investments

Offering Completion: Nayax completed its Notes and Warrants Offering in Israel by selling 486,291 units at NIS 1,021 per unit, achieving gross proceeds of NIS 496.5 million and net proceeds of approximately NIS 486.2 million to fund general corporate purposes including debt repayment and potential acquisitions.
Issuance Terms: Each unit consisted of a NIS 1,000 principal amount of Notes with a fixed annual interest rate of 5.9%, and included three Warrants exercisable into one ordinary share at an exercise price of NIS 177.80, with detailed maturity and repayment terms specified.

Mar 10, 2025, 12:00 AM

6-K

Nayax Announces Preliminary Results of Notes & Warrants Offering

NYAX

Debt Issuance

Nayax announced a Notes and Warrants offering to Classified Investors, where each unit consists of NIS 1,000 principal of Notes and three Warrants.
The company accepted subscriptions for 486,291 units at NIS 1,021 per unit, raising approximately NIS 496.5 million (about $137.5 million) in gross proceeds, with net proceeds of around NIS 486.3 million ($134.7 million) targeted for corporate purposes including debt repayment and acquisitions.

Mar 7, 2025, 12:00 AM

6-K