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Earnings Call

Yaap Digital Earnings Call: Key Takeaways

Yaap Digital Limited's maiden earnings call post-NSE Emerge listing highlights record FY26 performance and the strategic acquisition of Gozoop to build a homegrown digital marketing network.

Why this was an Alfa AlertNot a filter event. While growth was strong, it did not beat prior guidance by 10%+.
Highlights
Revenue growth22.23% YoY for FY26; 29.4% YoY for H2 FY26.
MarginsEBITDA margins at 17%; scope for expansion over 3-year horizon.
Order book70% of business is recurring; added 100+ new clients in FY26.
Demand visibilityStrong, driven by brands shifting budgets to integrated digital solutions.
Management confidenceHigh, aiming for 2% total addressable market share in 3 years.

Growth

FY26 Total Income grew 22.2% to ₹183.73cr; PAT surged 98% to ₹22cr. H2 FY26 revenue grew 29.4% YoY.

Outlook

Targeting 2% market share of India's digital advertising TAM in 3 years; exploring AI-led acquisitions in creator economy.

Risks

Seasonal dependency (H2-heavy), high debtor days (150 days), and sector dominance by large foreign players.

Source

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

Read the document ↗

Yaap Digital Ltd: key numbers

Share price
₹123.20
Market cap
₹263.4 Cr
Revenue (annual)
₹106.3 Cr
Net profit (annual)
₹9.06 Cr
P/E (TTM)
29.1×Sector 27.7×
Promoter holding
59.02%
FII holding
9.49%Current quarter

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

More from Yaap Digital Ltd

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17:34 IST NSE
Management Change

Yaap Digital Management Change

Yaap Digital Limited informed the exchange that Statutory Auditor M/s. Shweta Jain & Co LLP has resigned from their position, effective September 23, 2026.

12:36 IST NSE
Other Announcement

Yaap Digital Other Announcement

Yaap Digital dispatched letters to physical shareholders providing a web link to its Annual Report 2025-26 and AGM notice. This is a routine Reg 36(1)(b) compliance communication with no financial impact.

14:51 IST NSE
New Order Win

Yaap Digital Bags New Order from Parle Candy Culture

YAAP Digital won the integrated creative and media mandate for Parle Candy Culture after a competitive multi-agency pitch. No contract value was disclosed.

From
Parle Candy Culture (Parle Products)
18:57 IST NSE
Annual Report

Yaap Digital Annual Report

Yaap Digital Limited submitted its Annual Report for FY 2025-26, covering the notice of the 11th Annual General Meeting and the company's audited financial statements.

18:53 IST NSE
Annual General Meeting

Yaap Digital Annual General Meeting

Yaap Digital Limited issued a notice for its 11th Annual General Meeting scheduled for September 29, 2026, to conduct ordinary and special business transactions.

20:15 IST NSE
Financial Results

Yaap Digital H2 FY26 Results: Net Profit ₹19 Cr, Up 128.9% YoY

Yaap Digital Ltd reported revenue from operations of ₹135.7 Cr (+28.1% YoY) and net profit of ₹19 Cr (+128.9% YoY) for H2 FY26.

Key figure
Net profit ₹19 Cr · +128.9% YoY