Transcript of earnings conference call for the quarter and year ended 31st March, 2026
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Mobavenue AI Tech reported strong FY26 results with revenue of INR 218.5 crores, EBITDA of INR 45.4 crores (20.8% margin), and PAT of INR 29.4 crores (13.4% margin). Q4 FY26 revenue was INR 62.6 crores, up 41.9% YoY. The company delivered 42.72 million verified outcomes across 2.5 billion devices globally, with revenue per outcome improving from INR 44.99 in Q1 to INR 48.44 in Q4 (7.7% improvement). Direct clients contributed 73.9% of revenue. International operations accounted for 11.5% of revenue. The company operates 150+ active brands across 10 countries. Key strategic priorities for FY27 include deepening India enterprise penetration, global expansion (UK, LATAM), and AI-driven product innovation through Mobavenue AI Labs.
Strong profitability metrics and improving revenue per outcome indicate operational efficiency gains. The company targets 30%+ revenue growth with 20%+ EBITDA margins under its "Rule of 50" framework. Management remains cautious on global macro risks including geopolitical tensions and inflation.