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Earnings Call

Pine Labs Earnings Call: Key Takeaways

Pine Labs reported FY26 revenue of ₹2,711 Cr (up 19% YoY) and achieved full-year profitability with PAT of ₹113 Cr, driven by scaling high-margin segments.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with long-term structural trajectories.
Highlights
Revenue growth19% YoY for FY26; 17% YoY for Q4.
MarginsAdj. EBITDA margin expanded to 21% in FY26 from 16% in FY25.
Order bookWon multi-year mandates from top 3 Indian OMCs and Wio Bank.
Demand visibilityStrong visibility from multi-year OMC contracts and international expansion.
Management confidenceConfident in 21-23.5% growth range for future years.

Growth

FY26 Revenue grew 19% YoY; Adj. EBITDA rose 57% to ₹559 Cr. Q4 PAT swung from a loss to ₹59 Cr profit.

Outlook

Management guides for sustained 21–23.5% revenue growth over the next few years, focusing on AI-led commerce and international expansion.

Risks

Geopolitical situation in Middle East disrupted airline business; global chip shortage may impact hardware costs/DCP deployment.

Source

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

Read the document ↗

Pine Labs Ltd: key numbers

Share price
₹176.57
Market cap
₹20,389 Cr
Revenue (annual)
₹2,711 Cr
Net profit (annual)
₹112.5 Cr
P/E (TTM)
160.2×Sector 22.1×
Promoter holding
0.00%+0.00% QoQ
FII holding
9.49%Current quarter

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

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