Investor Presentation for the quarter and half year ended on September 30,2025
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Mobavenue AI Tech (formerly Lucent Industries) shared its Q2 FY2026 investor presentation, highlighting its transformation into an AI-powered advertising and consumer growth platform. Consolidated Q2 FY26 revenue stood at INR 5,432 lakhs, up from INR 4,641 lakhs in Q1 FY26, with H1 FY26 revenue at INR 10,073 lakhs. EBITDA margin came in at 20.32% for Q2 (19.63% for H1) and PAT was INR 731 lakhs in Q2 (13.45% margin). A key milestone was the integration of Mobavenue Media as a 100% wholly-owned subsidiary, completing its pivot from an education services company to a full-stack adtech platform. Management outlined expansion plans including inorganic acquisitions, a new AI Center of Excellence, entry into MarTech and monetization verticals, and global scaling, with a stated 2030 vision to become a leading global AI-driven business growth provider.
The strong sequential revenue and margin growth, combined with completed subsidiary integration, signals operational momentum that may support the stock's narrative as a transformed AI-adtech play. However, investors should note that the company has undergone a complete business overhaul, historical comparables are limited, and forward growth depends heavily on execution of acquisitions and global expansion plans.