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Investor Presentation

Pine Labs Investor Presentation: Key Takeaways

Pine Labs reported 20% YoY revenue growth in Q1 FY27, driven by its multi-product commerce stack and expansion into international markets like SEA and Middle East.

Guidance and delivery
Management target Revenue 23.5% FY27
Highlights
Revenue growth20% YoY reaching ₹737 Cr in Q1 FY27.
MarginsCM at 72.3%; EBITDA margin at 17% due to growth investments.
Demand visibilityStrong broad-based momentum across all business segments.
Management confidenceHigh; conviction to deliver 21-23.5% full-year growth.

Growth

Revenue reached ₹737 Cr (up 20% YoY); Profit After Tax jumped 4x YoY to ₹20 Cr.

Outlook

Full-year FY27 revenue guidance of 21-23.5%; ETR expected to normalize to 28-30% for the fiscal year.

Risks

Lower contribution margins due to mix shift towards distribution and high Q1 effective tax rate of 48%.

Last quarter's promises, checked

Delivered

  • Guided Q1 FY27 revenue growth at lower end of 21-23.5% → delivered 20% (= PARTIAL)
  • Guided 500 bps EBITDA margin improvement in FY26 → delivered 500 bps (= BEAT)
  • Guided FY26 operating cash flow at ₹395 Cr → delivered ₹395 Cr (= BEAT)

Partly delivered

  • Guided FY27 revenue growth 21-23.5% → Q1 actual 20% (= PARTIAL)
Source

Investor Presentation filed with BSE, 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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