We have attached herewith earning call transcript to discussion for the half year and year ended March 31, 2026. Kindly take the same on your record. Thank you.
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Umiya Mobile reported FY26 revenue of INR 8,084 crores, a significant jump from INR 600 crores in FY25, with PAT at INR 9.2 crores (up 41% from INR 5.5 crores). The company has 400+ stores across Gujarat, Maharashtra, and Madhya Pradesh, having added 100+ stores since IPO. Management guided that EBITDA margins can improve from current ~1.8-1.9% to 3% within two years (by FY28) through operational leverage, combo offers, and better vendor terms. B2B currently contributes 73% of revenue and management targets taking it to 35% in the next three years. The company plans to expand into Mumbai, Odisha, and Chhattisgarh in 2026, with a goal to list on the main board in approximately three years. Debt-equity ratio improved significantly from 3.77 to 1.2 post-IPO.
Strong revenue growth and improved balance sheet signal execution capability, while the margin improvement guidance provides a clear near-term target for investors. The focus on expansion over dividends may disappoint income-seeking shareholders but aligns with growth-oriented strategy.