Disclosure under Regulation 30 of the Securities and Exchange Board of India (LODR) Regulations, 2015 - Transcript of the earnings conference call for the quarter and financial year ended ....
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Veefin Solutions reported strong FY26 standalone results with revenue of INR 70.74 crore (up ~90% YoY) and EBITDA of INR 38 crore (122% increase), with PAT at INR 18.2 crore. Management positioned the company as a multi-product BFSI tech platform rather than just a supply-chain finance (SCF) company, now offering trade finance, cash management, internet banking, LOS, LMS, collections, and risk/fraud products on a common Veefin 4.0 architecture. The combined product company perimeter (Veefin + Estorifi + GlobeTF) generated INR 91.75 crore revenue with 48.7% EBITDA margin and INR 23.6 crore PAT. The proposed amalgamation of Estorifi and GlobeTF into Veefin Solutions has completed BSE/SEBI process and moved to NCLT. PSB Xchange is transitioning from build-out to operating throughput with 32 lender integrations (3 live, 5 work-in-progress) and 42 sourcing partner integrations (6 live, 10 work-in-progress). Cumulative corporate requirements on the platform stand at INR 22,000 crore with INR 5,400 crore approved limits. White Rivers Media (India's largest independent digital content company) is expected to file DRHP around September 2026 for listing.
The stock is transitioning from a niche SCF play to a diversified BFSI tech platform with a strong pipeline and improving margins. FY27 will be about execution and monetizing the product suite, with CAPEX expected to be lower as the product investment cycle concludes. The structural simplification via amalgamation should make the listed entity easier to analyze for investors.