ALFA Finder| Management target | Net Profit FY27 |
|---|
| Margins | Payments gross margin 13-15 bps; financial services margin 4.5-5.5%. |
|---|---|
| Demand visibility | Strong lending demand; 60% of loans are from repeat customers. |
| Management confidence | High; confident in sustaining profitability baseline from Q1. |
Growth
PAT swung from INR -419M to INR 76M YoY; EBITDA hit INR 158M. GMV rose 50% YoY to INR 587B.
Outlook
Targeting INR 400M full-year PAT for FY27. Lending disbursements aimed at INR 1,000Cr per quarter.
Risks
Regulatory pressure on card-linked payments and zero-MDR on UPI impact revenue take rates.
Last quarter's promises, checked
Delivered
- Guided H2 FY26 PAT positive → delivered INR 84M cumulative PAT (= BEAT)
- Guided H2 FY26 EBITDA positive → delivered INR 174M in Q4 (= BEAT)
- Guided long-term debt repayment → delivered all long-term debt paid off (= BEAT)
Partly delivered
- Guided merchant business breakeven in 3-4 quarters → revised to FY28 (= PARTIAL)
Earnings Call Transcript 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.