India · Delayed Price · Currency is INR AvenuesAI Earnings Call Transcripts
Fiscal Year 2026
-
Q3 FY26 saw record payment volumes, 122% YoY gross revenue growth, and margin expansion, driven by AI-native platform integration and regulatory wins. Upward guidance reflects strong execution, with continued investment in AI and international growth.
-
Record Q2 FY26 results with 93% YoY revenue growth and strong profitability, driven by AI-led fintech and consumer platforms. Major investments in Rediff and new regulatory approvals position the business for continued expansion and innovation.
-
Gross revenue surged 72% YoY to INR 1,280 crore, with strong margin expansion and robust growth in payments and AI. Strategic transfer of e-commerce to Rediff aims for INR 1,000 crore run-rate revenue in 12 months, while FY 2026 guidance remains conservative due to planned investments.
Fiscal Year 2025
-
FY 2025 saw strong revenue and profit growth, driven by digital payments, AI, and international expansion. Merchant onboarding surged, new AI and payment products launched, and a rights issue will fund further growth. International revenues and AI monetization are key focus areas.
-
Q3 FY25 saw robust revenue and profit growth, driven by digital payments, AI, and Rediff integration. Merchant onboarding and international expansion accelerated, while investments in AI and data centers set the stage for future growth.
-
Q2 FY25 saw robust revenue and profit growth, driven by digital payments, AI, and international expansion. Integration of Rediff and new fintech initiatives are set to boost future growth, while investments in data centers and AI remain a strategic focus.
-
Q1 FY25 saw strong double-digit growth in net revenue, EBITDA, and PAT, with improved take rates and robust merchant additions. Strategic moves include the Rediff.com acquisition, AI expansion, and international growth focus, with FY25 guidance reaffirmed.