AvenuesAI Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q2 FY26 earnings call analysis: revenue, margin, capex, fundraise and order book outlook from management commentary.

Published 8 Aug 2026 | Financial Technology (Fintech) | Market Cap: ₹6.0K Cr

Infibeam Avenues is approaching an annual revenue run rate of nearly $1 billion as of Q2 FY 2026 and expects to close FY 2026 at the higher end of their guidance range. Infibeam Avenues expects to close FY 2026 at the higher end of its guidance range, supported by strong momentum across fintech and AI-led businesses.

From AvenuesAI Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Price

₹15.2

Market Cap

₹6.0K Cr

P/E Ratio

21.4

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AvenuesAI Ltd — Quarterly revenue & net profit

Revenue Net Profit

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹2.4K Cr, net profit ₹80 Cr.

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📊 Revenue & Sales Performance

→Infibeam Avenues is approaching an annual revenue run rate of nearly $1 billion as of Q2 FY 2026 and expects to close FY 2026 at the higher end of their guidance range.
→Strong sequential and year-on-year growth reported: gross revenue up 53% sequentially and 93% YoY; net revenue up 14% YoY.
→TPV (total payment volume) is growing robustly, supported by favorable card mix and vertical expansion in sectors like travel, entertainment, utilities, telecom, and hospitality.
→International operations in UAE, Saudi Arabia, and Oman are scaling rapidly, contributing to volume growth.
→RediffPay consumer payments and CCAvenue merchant payments form dual engines of growth.
→Expect international payments to contribute double-digit net revenue within 12-18 months.
→Strategic investments in AI, new payment rails, and consumer platform expansion aim to accelerate longer-term revenue and volume growth.
→Focus on absolute profit and cash flow generation while scaling TPV volumes and merchant onboarding.

📈 Profitability & Margins

→Infibeam Avenues expects to close FY 2026 at the higher end of its guidance range, supported by strong momentum across fintech and AI-led businesses.
→They are approaching an annual revenue run rate of nearly $1 billion as of Q2 FY 2026.
→The company focuses on absolute EBITDA growth with reported adjusted EBITDA up 32% quarter-over-quarter.
→Profit After Tax (PAT) increased 18% year-on-year, reflecting margin expansion in AI services and cost optimization.
→Credit card volume growth and larger transaction sizes are driving TPV increases and better absolute profitability, despite a decline in net take rate.
→Investments in AI infrastructure and consumer expansion continue, supporting long-term sustainable profitability.
→The dual-engine model combining payments infrastructure and AI-native consumer platforms underpins future earnings growth.
→They anticipate international payments and RediffPay monetization to contribute substantially within 12-18 months.

See what AvenuesAI Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→Infibeam Avenues plans significant capital investments, particularly in building the Rediff brand and AI infrastructure.
→Rediff is expected to invest approximately $75 million to $100 million (Rs. 500-700 crore) over the next 2-3 years for technology development, branding, marketing, and hiring top tech talent.
→Investments will focus on building the RediffOne platform, RediffPay consumer UPI app, Rediff TV content platform, and enhancing AI-first solutions.
→The company emphasizes disciplined capital allocation while being slightly more aggressive to build a defensible business.
→Infibeam has also invested about Rs. 87 crore in Rediff via rights issues and is open to further capital raising by Rediff if needed.
→Capital will also support expansion in fintech infrastructure like Phronetic.AI, CCAvenue Go prepaid payment instruments, and international growth in IFSC and GCC markets.

💰 Fundraising & Capital Structure

→Infibeam Avenues invested about Rs. 87 crore in Rediff through a recent rights issue.
→Future capital allocation includes significant investments in Rediff (consumer ecosystem), AI infrastructure, and fintech growth.
→Vishal Mehta indicated that Rediff may invest upwards of $75 million to $100 million (Rs. 500-700 crore) over the next three years.
→Additional capital may be raised by Rediff if required, subject to the Board’s decision.
→No specific announcements of new fundraising through debt or equity were made for Infibeam Avenues itself in this call.
→The company remains conservative but is willing to be slightly more aggressive in capital allocation to build a defensible business.
→No direct mention of plans for raising debt; focus appears on equity through rights issues and reinvestment of accruals.

See what AvenuesAI Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

The provided transcript from Infibeam Avenues Limited's conference call does not explicitly mention current or expected order book or pending orders. There is no specific information or data related to order backlog or pending orders in the excerpts from pages 23, 22, 21, 20, 19, 18, 17, 16, 13, 8, 7, 6, 5, 4, and 3 provided. If you need detailed information on order book or pending orders, it might be helpful to check other sections of the full report or the company's official investor communications.

Key Metrics

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Frequently Asked Questions

What were AvenuesAI Ltd Q2 FY26 results?

What is AvenuesAI Ltd share price analysis?

AvenuesAI Ltd currently shows a neutral. The stock trades at a P/E of 21.4 with a market cap of ₹6,021 Cr. Investors should review the full earnings analysis for detailed insights.

Is AvenuesAI Ltd planning capital expenditure?

Infibeam Avenues plans significant capital investments, particularly in building the Rediff brand and AI infrastructure. - Rediff is expected to invest approximately $75 million to $100 million (Rs.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.