Infibeam Avenues Limited has informed the Exchange about Investor Presentation
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Infibeam Avenues, India's first listed fintech, shared its Q1 FY26 earnings presentation. Gross revenue jumped 72% YoY to INR 12,802 million and PAT rose 70% to INR 855 million, driven mainly by platform-related revenue. However, payment TPV slipped 3% YoY to INR 1.93 trillion and net take rate fell 7% to 10.4 bps, causing EBITDA margin to compress sharply from 59% to 47%. For full-year FY26, management guided gross revenue growth of 31-38%, but a much softer EBITDA growth of 4-12% and PAT growth of 5-15%, implying continued margin pressure. The company also announced a INR 700 crore Rights Issue to fund an Agentic AI marketplace, 12 small-city AI data centers, and the launch of RediffPay in UPI and Rediff TV.
Mixed for shareholders. Strong headline revenue and PAT growth, plus a capital raise for AI expansion, support the growth story, but the sharp fall in EBITDA margin, declining payment TPV and weak take rate are red flags. The wide gap between gross-revenue guidance (31-38%) and EBITDA guidance (4-12%) signals that profitability may not keep pace with topline growth, which could pressure the stock in the near term.