Announced Thu, 14 Aug · 16:38 IST

Zaggle Prepaid Ocean Services Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

ZAGGLE · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Zaggle reported Q1FY26 revenue of ₹3,314.9 Mn, up 31.4% YoY, calling it the company's best-ever first quarter. Adjusted EBITDA grew 27.9% YoY to ₹327.2 Mn (margin 9.9%), while PAT surged 54.8% YoY to ₹258.8 Mn (margin 7.8%), and Cash PAT rose 57.6% to ₹346.7 Mn. The company reiterated full-year FY26 guidance of 35–40% revenue growth and 10–11% EBITDA margins, which would be an improvement over Q1 levels. New customer wins include Hindustan Pencils, DTDC, Apollo Health, CK Birla Healthcare, MoEngage, Novozymes, and Truecaller, with contract tenures ranging from 1 year to perpetual. Strategic alliances with Mastercard (7-year deal), Tata Capital, Grant Thornton, Mesh Payments, and One Assist were highlighted, and the company noted that recent acquisitions TaxSpanner and Mobileware are performing well.

Likely market impact

Strong topline and PAT growth, combined with reaffirmed margin guidance of 10–11%, signals a positive outlook that could support investor sentiment. The mix of new client wins, long-tenure partnerships, and disciplined M&A suggests continued momentum, though the stock may react to whether margin expansion materialises in upcoming quarters.