ALFA Finder| Net Payments Margin: guided vs achieved | 13.00% achieved Guided 12.00%–15.00% |
|---|---|
| Management target | Revenue FY28 |
| Revenue growth | Payments revenue ₹2,081 Mn; Financial Services revenue ₹733 Mn. |
|---|---|
| Margins | Record 5.9% Net Financial Services margin; Payments margin stable at 13bps. |
| Demand visibility | Strong funnel from 192.8 Mn users and 5.02 Mn merchants. |
| Management confidence | High; citing structural risk improvements and scaling merchant relationships. |
Growth
Q1 FY27 revenue reached ₹2,814 Mn; platform spend GMV grew 50% YoY to ₹587 Bn. Financial services gross profit surged 459% YoY.
Outlook
Targeting ₹10,000 Mn+ quarterly lending disbursals; aiming for 4X UPI transaction growth over the next two years.
Risks
Temporary dip in lending disbursals due to technology migration; pause in certain card-based payment categories impacted revenue.
Last quarter's promises, checked
Delivered
- Guided 12–15 bps payments margin → delivered 13 bps (= BEAT)
- Guided 30–35% GMV growth → delivered 50% YoY (= BEAT)
- Guided 4.5% sustainable lending margin → delivered 5.9% (= BEAT)
Partly delivered
- Guided 5% EBITDA range → delivered ₹76 Mn PAT (~2.7% PAT margin) (= PARTIAL)
Missed
- Guided 30–35% lending growth → delivered temporary dip due to tech migration (= MISS)
Investor Presentation filed with NSE, NSE: MOBIKWIK. Summary written with AI assistance from the document.
One Mobikwik Systems Ltd: key numbers
- Share price
- ₹225.70
- Market cap
- ₹1,784 Cr
- Revenue (annual)
- ₹1,119 Cr
- Net profit (annual)
- ₹-62.10 Cr
- P/E (TTM)
- 64.0×Sector 23.6×
- Promoter holding
- 25.21%+0.13% QoQ
- FII holding
- 3.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from One Mobikwik Systems Ltd
All →One Mobikwik Systems Other Announcement
One MobiKwik Systems Limited has filed an audio/video recording intimation dated 2026-11-02. The filing links to financial statements but contains no transaction, money or business event.
One Mobikwik Systems Results Correction
MobiKwik corrected its consolidated Q2 and H1 FY27 EPS from ₹0.75 to ₹1.50 per share. The error was an incorrect PDF upload, with no financial impact.
One Mobikwik Systems Investor Presentation: Key Takeaways
Q2 FY27 revenue from operations ₹2,957 Mn; record EBITDA ₹227 Mn (7.5% margin); PAT ₹118 Mn, fourth straight profitable quarter, driven by GMV growth and margin expansion.
One Mobikwik Systems Results Update
MobiKwik reported Q2 FY27 PAT of ₹11.8 crore and EBITDA of ₹22.7 crore. These are the company's highest-ever quarterly figures, marking its fourth consecutive profitable quarter.
One Mobikwik Systems Q2 FY27 Results: Turns Profitable, Net Profit ₹11.8 Cr
One Mobikwik Systems Ltd reported revenue from operations of ₹295.7 Cr (+9.4% YoY) and net profit of ₹11.8 Cr for Q2 FY27.
- Key figure
- Net profit ₹11.8 Cr
One Mobikwik Systems Board Meeting Date
One MobiKwik will hold a board meeting on November 2, 2026 to consider its Q2 and H1 FY27 unaudited results. The trading window stays closed until November 4, 2026.