Please find enclosed Investor presentation prepared in relation to the financial performance for the quarter and half year ended September 30,2025.
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Adcounty Media reported strong Q2 FY2025-26 results, with revenue rising 30.26% YoY to INR 17.99 Cr and PAT growing 32.94% to INR 4.35 Cr. For the half year, Q1 also delivered steady growth with revenue up 7.11% to INR 17.50 Cr and PAT up 28.61% to INR 4.10 Cr. PAT margins expanded meaningfully — from 19.50% to 23.41% in Q1 and from 23.71% to 24.20% in Q2 — showing profitability is growing faster than revenue. The CPCU (Cost Per Converted User) business generated INR 16.83 Cr in Q2, with the unit cost held at just INR 19. Management highlighted resilience in Mobile Performance and User Acquisition despite a modest topline impact from RMG regulatory changes, and outlined growth plans including an AI-powered mobile platform and an upgraded BidCounty programmatic tool.
For shareholders, this is a positive update — both topline and bottom line accelerated in Q2, and expanding margins suggest improving operational efficiency. The focus on AI-led products and international expansion (SEA, MEA, EU, LATAM) could support continued growth, though the stock may already reflect some of this optimism given the strong run-rate.