MobiKwik shares Letter to Shareholders on EBITDA turnaround and NBFC plans

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

MOBIKWIK · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-1.8%1-day move

₹202.72

prior close

₹200.63

base price

In-mkt

timing

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-0.4-0.5——-1.8-2.3-0.9+9.3+11.0+12.6+1.1———

Up moveDown movePending

AI summary

MobiKwik CFO shared Letter to Shareholders flagging EBITDA turnaround. FY26 EBITDA hit about -INR 5 cr, up from -INR 79 cr in FY25. Q3 FY26 EBITDA was INR 15 cr, Q4 INR 17 cr. Company applied for NBFC licence. Shareholders approved transfer of Lending Services business to wholly owned MobiKwik Distribution Services via slump sale, plus changes to IPO object clause and extended use of IPO proceeds, through postal ballot on July 2, 2026.

Likely market impact

FY26 EBITDA near breakeven at about -INR 5 cr; Q3-Q4 turned profitable. NBFC licence and lending hive-off to subsidiary may support margin expansion.