AvenuesAI Ltd
AvenuesAI Ltd Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
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.
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
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.
Top-ranked in Financial Technology (Fintech)
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what AvenuesAI Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
AvenuesAI Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.4K Cr, net profit ₹80 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What AvenuesAI Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were AvenuesAI Ltd Q2 FY26 results?
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.
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.