Investor Presentation w.r.t. Earning Conference Call to be held on May 29, 2026 is attached herewith.
DREAMFOLKS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
DreamFolks reported FY26 revenue of Rs 660.6 crore, down sharply from Rs 1,291.9 crore in FY25, due to structural disruption in the domestic credit card lounge business where banks shifted from unlimited lounge access to spend-based models. Adjusted EBITDA fell to Rs 25.0 crore (from Rs 102.1 crore) and PAT dropped to Rs 11.6 crore (from Rs 65.1 crore). The company completed two strategic acquisitions: Ten11 Hospitality (for railway lounges in Chennai, Mumbai, Vadodara, Lucknow) and Easy To Travel (ETT) for global expansion. Global lounge transactions grew ~140% YoY and the network now spans 1,000+ airport touchpoints across 100+ countries. Cash position stands at Rs 150.9 crore with net worth of Rs 313.8 crore. Management described FY26 as a defining moment as it transforms into an integrated global travel and lifestyle platform, including a new B2C product (DreamFolks Club 2.0).
Revenue and profitability declined significantly due to domestic lounge business headwinds, but the strong cash balance and global expansion via acquisitions provide a platform for recovery. The shift to diversified global and lifestyle services may improve margins over time.