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Earnings Call

Dreamfolks Services Earnings Call: Key Takeaways

Dreamfolks reported FY26 revenue of ₹660.6 cr and PAT of ₹11.6 cr. Management is pivoting to global expansion and B2C via acquisitions like ETT and Ten11.

Why this was an Alfa AlertNot a filter event. Financials show a sharp decline, and no material guidance beat was mentioned.
Highlights
Revenue growthFY26 revenue down ~49% YoY to ₹660.6 cr.
MarginsEBITDA margin 3.8% vs 7.9% YoY; PAT margin 1.8% vs 5.0%.
Demand visibilityGrowth in global lounge transaction volumes (140% YoY).
Management confidenceConfident in scaling global, railway, and lifestyle segments.

Growth

Significant revenue drop from ₹1,291.9 cr (FY25) to ₹660.6 cr (FY26) due to domestic lounge business disruption.

Outlook

Focus on railway lounge ownership (Ten11), global expansion (ETT), and B2C membership club (DreamFolks Club 2.0).

Risks

Domestic credit card ecosystem shifts to spend-based models; geopolitical headwinds impacting international travel volumes.

Source

Earnings Call filed with BSE, NSE: DREAMFOLKS. Summary written with AI assistance from the document.

Read the document ↗

Dreamfolks Services Ltd: key numbers

Share price
₹63.31
Market cap
₹337.2 Cr
Revenue (annual)
₹660.6 Cr
Net profit (annual)
₹11.56 Cr
P/E (TTM)
-14.4×Sector 37.2×
Promoter holding
65.72%+0.00% QoQ
FII holding
0.10%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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