One Mobikwik Systems Limited has informed the Exchange about Investor Presentation
MOBIKWIK · price
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One Mobikwik Systems shared its Q2FY26 earnings presentation. Total income stood at ₹2,793 Mn, marginally lower QoQ from ₹2,816 Mn. Contribution profit rose 24% QoQ to ₹961 Mn, with contribution margin expanding from 27.5% to 34.4%. EBITDA loss narrowed sharply by 80% QoQ to ₹(64) Mn from ₹(312) Mn, driven by 10% QoQ reduction in direct costs and 5.7% cut in fixed costs. Payments GMV grew 53% YoY to ₹4,32,167 Mn, with UPI transactions scaling 3.5x YoY. Financial services gross margin jumped from 13.3% to 41.8% QoQ on optimised lending costs. New launches include FX Retail, Digital Rupee with RBI, and SEBI-approved stock broking. PAT loss was ₹(286) Mn (Q1FY26: ₹(419) Mn), excluding a one-time Nuh merchant incident expense.
Sharp improvement in contribution margins and narrowing EBITDA losses signal MobiKwik is moving toward profitability, which is positive for shareholders. However, the company is still loss-making at the net level, so investors should watch for sustained margin expansion in coming quarters.