MOBIKWIKNSEOne Mobikwik Systems LimitedLowNeutral
Announced Tue, 4 Nov · 11:45 IST

One Mobikwik Systems Limited has informed the Exchange regarding a press release dated November 04, 2025, titled "MobiKwik records 80% QoQ EBITDA upswing with improvedmargins; Profitability in sight".

MOBIKWIK · price

Loading chart…

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

MobiKwik reported strong Q2 FY26 results with an 80% quarter-on-quarter jump in EBITDA to ₹24.8 Cr, narrowing operating loss to ₹6.4 Cr. Total income stood at ₹279.3 Cr while contribution profit rose 24% QoQ to ₹96.1 Cr, driven by a 10% drop in direct costs and 5.7% reduction in fixed costs. Payments GMV hit an all-time high of ₹43,217 Cr, up 53% year-on-year and 13% QoQ, with payments gross margin reaching a record 29%. Financial services gross profit surged 231% QoQ as lending costs fell sharply from 7.3% to 4.4% of GMV. The company is now ranked among the top 3 fastest growing UPI apps in India and remains the #1 PPI wallet with 19% market share, serving 183.5 Mn users and 4.71 Mn merchants.

Likely market impact

This is a significant positive for shareholders as the company is visibly moving toward profitability, with shrinking losses and expanding margins. Strong GMV growth, cost discipline, and the recovery in lending profitability suggest improving fundamentals that could support a positive stock price reaction.