KSPI

Kaspi.kz JSC

HARAM — SCREEN DOES NOT PASSstock

Is KSPI Halal?

Super-app combining payments and marketplace with a core consumer-lending and banking business — interest-based lending (riba) is a business-activity disqualifier.

What You Should Know

Kaspi.kz JSC is a Kazakhstan-based super-app combining payments, an e-commerce marketplace and a fintech/banking business. Its December 31, 2025 Form 20-F reports KZT 11,081.748 billion of assets and KZT 6,699.890 billion of interest-bearing liabilities, with KZT 903.143 billion of cash, KZT 1,179.819 billion of investment securities and KZT 4,046.074 billion of revenue. Interest revenue was KZT 1,579.346 billion, or 39.03% of revenue. Payments and marketplace services may be permissible in isolation, but deposit-taking, consumer lending and BNPL are core riba-based activities, so the listed entity fails.

⚠️ Concerns

  • Interest revenue was 39.03% of 2025 revenue and interest-bearing liabilities were 60.46% of assets
  • Kaspi operates as a deposit-taking lender; customer accounts, consumer loans and BNPL cannot be separated from the listed company for this screen
  • The permissible payments and marketplace segments are bundled with the impermissible lending business
  • Credit, collection, data and customer-protection practices require additional qualitative review

Current quantitative Sharia screen

Based on 20-F figures for the period ended 2025-12-31; calculated 2026-07-15.

KZT · billions
Interest-bearing debt / assets
60.46%Above limit
Below 33.333% under FTSE Yasaar

6,699.89 / 11,081.748

Cash + interest-bearing securities / assets
18.80%Within limit
Below 33.333% under FTSE Yasaar

2,082.962 / 11,081.748

Receivables + cash / assets
72.87%Above limit
Below 50% under FTSE Yasaar

8,075.305 / 11,081.748

Non-compliant income / revenue
39.03%Above limit
No more than 5% under FTSE Yasaar

1,579.346 / 4,046.074

FTSE Yasaar
v4.6, February 2026
Financial
Fails
Overall
Fails

Interest-bearing liabilities/assets is 60.46%, receivables-plus-cash/assets is 72.87% and interest revenue is 39.03% of revenue; conventional lending independently fails.

MSCI Islamic (total-assets series)
October 2024 methodology
Financial
Fails
Overall
Fails

Deposit-taking, interest-bearing lending and disclosed interest revenue are core to the business; asset ratios also exceed examined limits. This is not an index-membership claim.

Malaysia SAC financial ratios
single 5% activity benchmark adopted November 2025
Financial
Fails
Overall
Fails

Interest revenue is 39.03% of reported revenue and the entity is a conventional lender; this is a calculation against SAC ratios, not an official classification.

Market-cap denominator methods
MSCI M-Series, S&P and Dow Jones methods differ
Financial
Not calculated
Overall
Fails

A licensed historical market-cap series is not stored; the core banking failure is independent of market capitalization.

Business-activity disclosure

Kaspi.kz combines payments and marketplace services with a deposit-taking fintech and consumer-lending business. Interest-bearing loans, BNPL and deposit economics are central to the listed company's revenue and operations, so the activity screen fails.

Limitation: The 20-F provides consolidated segment and interest-revenue disclosures but does not transform every payment, marketplace, loan or customer contract into a scholar-approved classification.

Purification

Kaspi fails at the core business-activity level; disclosed interest revenue is evidence of the business model, not a purification percentage.

Inputs, assumptions and primary sources
  • Amounts are KZT billions converted from Kaspi.kz's KZT-million presentation in the December 31, 2025 Form 20-F.
  • Interest-bearing liabilities combine customer accounts of KZT 6,561.950 billion, due to banks of KZT 24.474 billion, debt securities issued of KZT 51.050 billion and subordinated debt of KZT 62.416 billion; the deposit-taking model is not treated as an ordinary industrial issuer.
  • Cash and cash equivalents are KZT 903.143 billion and investment securities and derivatives are KZT 1,179.819 billion.
  • Loans and advances to customers are KZT 7,172.162 billion and annual revenue is KZT 4,046.074 billion.
  • Interest revenue calculated using the effective-interest method is KZT 1,579.346 billion, or 39.03% of reported revenue; interest-based lending is core business activity rather than incidental income.
  • Kaspi is a foreign private issuer; the SEC 20-F is used as the primary filing source without changing the article URL.

This is a reproducible financial screen, not a fatwa. A failed total-assets screen can coexist with a pass under a market-cap methodology. ZakatInvest keeps the qualitative assessment separate so numerical thresholds do not erase material context.

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