One Mobikwik Systems Limited has informed the Exchange about Investor Presentation
MOBIKWIK · price
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Awaiting price reaction for this filing.
One Mobikwik reported Q1FY26 total income of ₹2,785 Mn, broadly flat sequentially but up significantly year-on-year. Contribution margin expanded sharply to 27.5% from 22.8% in Q4FY25, driven by record payments gross margin of 27.9% (up from 16.1% a year ago). Payments GMV hit an all-time high of ₹384 Bn, growing 53% YoY, while registered users reached 180.2 Mn and merchants 4.64 Mn. EBITDA loss narrowed by 31.8% QoQ to ₹(312) Mn, with EBITDA margin improving from -16.4% to -11.1%. Management highlighted that EBITDA breakeven is 'imminent soon' and outlined growth levers including Pocket UPI, First Card (FD-backed Rupay credit card), Zaakpay, and newly approved stock broking platform.
Positive for shareholders — the company is showing clear path to profitability with sharp margin expansion, record payments GMV, and narrowing losses. Stock could see positive sentiment as management signals breakeven is near, though the company remains loss-making at the bottom line.