Yaapdigital · forward-looking guidance across the available source record.
Guidance tracker
H2 FY26 achieved 18% EBITDA margin, which management views as sustainable going forward with expected variance of ±1-2% depending on client mix between higher-margin discovery/design work versus lower-margin distribution/media buying.
Management has set an internal goal to achieve 2% market share of the addressable digital marketing market in India (estimated ₹1.2 lakh crore) within 3 years, implying significant revenue growth trajectory.
Company is actively pursuing acquisitions in AI content and creator economy technology space in both India and Middle East, with multiple conversations ongoing but no advanced-stage deals announced. Typical acquisition timeline is 6-9 months.
Given Indian advertising seasonality (festival to IPL cycle), management expects H1 FY27 to contribute approximately 35-40% of full-year revenue versus approximately 30% historically, though this remains an early-stage estimate.