Executive Summary
Generated July 30, 2026
Enterprise Software
Karooooo
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
0
Chokepoint Score
no direct dependencies recorded in the graph
Steady
Momentum
insider filing activity unchanged since last check
Headquarters
Singapore
Website
Employees
2,500 (2026, approximate)
Founded
2004
Listing
KARO · NASDAQ
Market Cap
$1.98B
Revenue (TTM)
$5.77B
Price
USD63.96 (-0.25%)
Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A fleet telematics and vehicle tracking company (operating through its Cartrack subsidiary) providing SaaS-based fleet management, driver safety, and asset tracking technology. Q4 and full-year fiscal 2026 results (ended February 28, 2026) showed record subscription revenue and operating income, with Cartrack subscription revenue growth accelerating to 19% (from 15%) and ARR up 38% to $325 million; the company raised its dividend 20% and is investing in AI video and sales-force efficiency, guiding to roughly 21% EPS growth at the midpoint for FY2027.
Strategic Connections
- Digi International: Karooooo's Cartrack fleet telematics business operates in the broader IoT connectivity category alongside providers like Digi International.
- Cloud Computing & Data Centers: Karooooo provides SaaS-based fleet telematics software within the broader cloud computing industry.
Strategic Risks
- Fleet telematics hardware component exposes margins to device cost and installation logistics
Future Outlook
- Accelerating subscription revenue growth suggests continued momentum in fleet telematics adoption
- AI video capabilities and AI-driven sales-force efficiency are positioned as key margin and growth levers for FY2027
Sources
3 sources, 51% average source confidence — full citations in the Full Analyst Report.
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
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