India · Delayed Price · Currency is INR Billionbrains Garage Ventures Earnings Call Transcripts
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 this quarter, with strong growth in commodities and MTF segments, while net profit declined year-over-year due to a prior one-off. The State Street partnership is set to accelerate AMC growth, and wealth management integration is ongoing.
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Revenue mix is shifting as cash, MTF, and commodities grow, while derivatives' share declines. Lending and wealth management segments are expanding, with stable CAC and improved cost efficiency. Product innovation and customer experience remain strategic priorities.