Vertoz earnings calls.

Vertoz Limited reported Q3 FY26 consolidated revenue of ₹75.42 croreCurrent reported value: ₹75.42 crore. No comparable prior figure is available in the source record. (+14Current reported value: 14. No comparable prior figure is available in the source record.% YoY), with EBITDA growing strongly to ₹13.46 croreCurrent ₹13.46 crore. Reported change: +63% YoY. (+63% YoY), expanding margin by 400bps to 18%Current 18%. Reported change: +400bps YoY.. The standout performer was the recent Webax acquisition (US-based AI-driven marketing automation firm with ~$12MCurrent ~$12M. Reported change: New acquisition. revenue), which management framed as financially accretive from day one, adding approximately ₹87 crore in revenue on a pro-forma basis. Standalone performance showed ₹20.30 croreCurrent ₹20.30 crore. Reported change: +22% YoY, +6% QoQ. revenue (+22% YoY) with improving execution and cost discipline. The strategic positioning review—management acknowledged Vertoz has evolved beyond advertising into advertising, media, monetization, identity, and cloud infrastructure—suggests potential for re-rating if market perceives align with business reality. Management explicitly declined to provide forward guidance, citing the blended nature of digital services. Risks include limited Q&A engagement suggesting thin analyst coverage and FX uncertainty from US operations.