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Earnings Call

Dreamfolks Services Earnings Call: Key Takeaways

Dreamfolks reported a significant revenue decline to ₹660.6 cr in FY26 due to structural shifts in domestic lounge access models.

Highlights
Revenue growthFY26 revenue dropped ~49% YoY due to domestic lounge structural reset.
MarginsFY26 Adjusted EBITDA margin fell significantly to 3.8%.
Demand visibilityStrong 140% YoY growth in global lounge transaction volumes.
Management confidenceConfident in long-term recovery despite FY27 being a transition year.

Growth

FY26 revenue fell 48.9% YoY to ₹660.6 cr; Q4 FY26 revenue was ₹52.6 cr with a net loss of ₹13.0 cr.

Outlook

Targeting ₹500 cr railway revenue in 5 years; expect breakeven in FY28 after FY27 transition period.

Risks

Shift to spend-based access models by banks; geopolitical Middle East conflicts impacting international travel volumes.

Source

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

Read the document ↗

Dreamfolks Services Limited: 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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