India · Delayed Price · Currency is INR Billionbrains Garage Ventures Earnings Call Transcripts
Fiscal Year 2027
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Celebrating a decade of growth, the company is expanding its wealth management offerings and leveraging AI for efficiency. MTF and credit segments are growing, cash yields improved, and affluent customer retention remains high. IPL marketing increased CAC, but future costs are expected to be stable.
Fiscal Year 2026
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FY 2026 saw strong market share gains, new product launches, and the Fisdom acquisition, driving expansion into wealth management. Investments in AI and talent increased costs, but margin expansion is expected as revenue grows. Regulatory and market volatility remain key risks.
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Revenue and EPS rose sequentially, with strong growth in commodities and MTF segments. Asset management and wealth businesses are scaling with new partnerships and integrations, while cost discipline and market share gains continue across segments.
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Revenue split remains 70% derivatives and 30% cash, with lending and wealth management as key growth drivers. Cost to serve declined due to tech optimization, and Fisdom's integration is underway. MTF and commodities are seeing strong traction, while regulatory risks remain minimal.