Transcript of Investor/Analyst meeting for Q2 FY 2025-2026
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Mobavenue AI Tech (formerly Lucent Industries) held its maiden earnings call under the new management team. Q2 FY26 revenue rose 17% quarter-on-quarter to ₹54.32 crore, with EBITDA at ₹11.04 crore (margin expanded to 20.32%, up 26% QoQ) and profit after tax at ₹7.31 crore (13.45% margin, up 22% QoQ). For H1 FY26, revenue stood at ₹100.73 crore with PAT of ₹13.30 crore, reflecting strong execution of the outcome-based AI adtech model that contributes 90% of revenue. Management guided for sustained EBITDA margins above 20%, PAT margins above 13%, and growth of 30%+ per year, framing this as their 'Rule of 50' benchmark. They serve 80+ enterprise clients directly plus 15-20 via agencies, run an asset-light model with 45-90 day receivable cycles, and plan global expansion plus acquisitions in adjacent MarTech and monetization segments.
This is a strong quarter with margin expansion and clear forward guidance that should support investor confidence, though the maiden call narrative is heavy on vision and global growth ambitions, which will need to be backed by execution in coming quarters.