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Earnings Call

Zaggle Prepaid Ocean Services Earnings Call: Key Takeaways

Zaggle delivered record FY26 results with 46% consolidated revenue growth, fueled by aggressive acquisitions and product expansion. Management pivoted from a 100% share purchase to an asset purchase for Dice to optimize costs.

Why this was an Alfa AlertNot a filter event. Results were described as healthy but did not explicitly beat a prior numerical guidance range by >5%.
Highlights
Revenue growth46% YoY consolidated revenue growth; 44% standalone growth.
MarginsEBITDA margins expanded to 9.9% consolidated; focusing on high-margin SaaS.
Demand visibilityStrong visibility in spend management; expansion into UAE and US markets.
Management confidenceHighly optimistic tone, emphasizing strategic AI integration and global expansion.

Growth

Consolidated revenue grew 46% YoY to ₹1,908cr. Standalone PAT surged 52% to ₹133cr, indicating strong scalability in core SaaS and fintech segments.

Outlook

FY27 consolidated revenue growth guided at 40%. Standalone revenue growth target of 25-30% for the next fiscal year.

Risks

High integration risk from recent acquisitions (Green Edge, ZAC, Dice) and significant negative consolidated operating cash flow of ₹52cr.

Source

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

Read the document ↗

Zaggle Prepaid Ocean Services Ltd: key numbers

Share price
₹178.84
Market cap
₹2,405 Cr
Revenue (annual)
₹1,908 Cr
Net profit (annual)
₹138.1 Cr
P/E (TTM)
18.6×Sector 22.1×
Promoter holding
44.30%+0.15% QoQ
FII holding
2.31%Current quarter

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

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