Earnings call Transcript
Price
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Novus Loyalty held its first earnings call post its 25th March 2026 IPO (~Rs 60 Cr raised). CFO Vibhore Rastogi reported FY26 revenue of ~Rs 127 Cr (+22% YoY), EBITDA of ~Rs 12.33 Cr (9.68% margin), and PAT of ~Rs 9.28 Cr (7.29% margin); MD Deepak Tomar cited ~150% PAT growth and ~120% EBITDA growth. Management guided FY27 revenue growth of more than 20%, with margins expected to expand as the revenue mix shifts toward technology and merchant promotion, which carry no direct procurement costs. Recent wins include an Rs 88 Cr order from Central Bank and a ~Rs 4 Cr technology contract from Bank of Abyssinia; international revenue (~2.6% of mix, Rs 3.3 Cr in FY26) is targeted to double or triple. IPO proceeds are earmarked roughly Rs 12 Cr each for sales/marketing, product development, and small acquisitions (planned in the US and Australia), with a UAE subsidiary in process.
Constructive first post-listing interaction: visible large orders, explicit margin expansion roadmap, and international growth pipeline should support near-term sentiment, while execution on overseas acquisitions and faster-than-expected ramp of recently won programs remain the key things to watch.