MOBIKWIKNSEOne Mobikwik Systems LimitedHighNeutral
Announced Thu, 31 Jul · 22:20 IST

One Mobikwik Systems Limited has submitted to the Exchange, the financial results for the period ended Jun 30, 2025.

Revenue DeclinePat NegativeEbitda Margin ExpansionAuditor Mid Year ChangeResults View source PDF

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▲ 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 Q1 FY26 consolidated revenue from operations of ₹2,713.6 million, down about 21% year-on-year from ₹3,422.7 million in Q1 FY25, but broadly flat sequentially. Total income stood at ₹2,816.2 million. The company posted a net loss of ₹419.2 million, narrower than the ₹560.4 million loss in Q4 FY25. EBITDA loss improved to ₹312 million from ₹458 million sequentially, with the EBITDA margin moving from -16.4% to -11.1% on the back of better cost efficiency. Payments GMV grew 53% year-on-year to ₹3,83,882 million, with payments gross margin expanding to 27.9% from 16.1% a year ago. Payments now contribute 76% of total income. The board also approved the appointment of B S R and Co as new statutory auditors (replacing B S R & Associates LLP) and Surya Gupta & Associates as secretarial auditor, and the carry-forward of unutilised IPO proceeds to FY26.

Likely market impact

Losses are still ongoing, but the sequential narrowing of losses and improving contribution margins suggest the path to profitability is getting closer, which may be viewed positively by investors. The change of statutory auditor and the carry-forward of IPO funds are governance and capital deployment items that need shareholder approval at the upcoming AGM.