MOBAVENUEAITECH Q3 FY26 earnings call.
A source-linked concall view: reported numbers, management language, guidance, commitments and risks that should carry forward.
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Revenue
₹55.12 Cr
verification pending
Revenue YoY
67.2%
reported change
EBITDA
₹12.25 Cr
latest reported figure
Source
bse pending
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
Mobavenueaitech delivered a strong Q3 FY26 with consolidated revenue of ₹55.12 crore, up 67.2% YoY, driven by diversified demand across quick commerce, BFSI, fintech, travel, and retail categories alongside premium format adoption in CTV and video streaming. EBITDA more than doubled to ₹12.25 crore (113% YoY) with margins expanding to 22.2%, reflecting improved revenue per outcome from ₹45.89 to ₹47.45 and operating leverage. PAT grew 107% YoY to ₹7.61 crore. The company raised ₹50 crore at ₹1,088 per share for AI stack expansion, global market entry, and selective M&A. International markets contributed 10.5% of 9-month revenue with UK subsidiary now revenue-generating. Management targets 30%+ annual revenue growth under its 50+ compounding framework with sustainable 20%+ EBITDA margins. Key risk: continued dependence on domestic market (90% revenue) and exposure to regulatory headwinds in key verticals like real money gaming (turned negative in Q3).
Colored figures show movement against the previous available record.
Guidance to track
- Management's medium-term framework targets sustained 30%+ revenue CAGR anchored on domestic market deepening and international expansion into emerging markets.
- Blended sustainable EBITDA margin target of 20%+ is directional; management expects modest expansion as operating leverage strengthens and global revenue mix deepens.
- Capital raise proceeds allocated toward AI stack enhancement, global market expansion, and selective M&A opportunities aligned with capability-building roadmap.
- Management plans to launch one new geographic market every quarter over the next 12-18 months, leveraging asset-light platform approach for profitability ramp.
Risks flagged
- RMG segment turned negative at -1.44% contribution in Q3 after India regulatory restrictions, though it contributed 6.2% in 9M FY26. Management acknowledges this as unavoidable sector-specific risk despite diversification efforts.
- Supply cost and data cost increased broadly in line with revenue growth due to higher business volumes and AI/ML model training investments. CFO flagged incremental premium inventory allocation as contributor.
- Multiple analysts probed the ₹50 crore raise timing, pricing, and deployment without clear revenue trajectory guidance tied to the investment—management provided qualitative directional responses without quantifying expected returns.
- UK subsidiary only recently started generating revenue; Latin America and AAN market entries planned quarterly may strain execution capacity given current 90% domestic revenue dependence.
Key quotes
- We are building a real consumer intelligence engine that compounds over time, designed to scale exponentially in a more asset-light manner global ecosystem while delivering measurable outcomes and accelerating digital growth for brands and businesses worldwide.
- We are earning more for each outcome we deliver and what is sustainable deliver for long-term margins.
- The growth is coming from digital native categories which is quick commerce, BFSI, fintech, travel, retail, consumer categories specifically... So the quarter reinforces that our growth engine is very broad-based today as we speak and it is not dependent on a very single sector.
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