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Cash UR Drive Marketing Limited

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Cash UR Drive Marketing Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹106
Market cap₹242 Cr
P/E8.2
Updated23 Aug 2026
Read5 min read

What the Q4 FY26 call signalled

2 of 4 strong

RevenueModerate growth
MarginMargins up
CapexCapex planned
FundraiseNo fundraise planned

The short version

CASHurDRIVE has shown a continuous growth trajectory over the past three years and intends to maintain this growth in FY27 and beyond. FY27 growth is expected to continue on a similar trajectory as FY26, with additional profits reinvested to build more media inventory. - Management targets achieving around 40%-50% revenue growth, catalyzed by capital infusion and operational expansion. - EBITDA margins are expected to improve year-on-year, driven by higher contribution from exclusive media and better utilization of inventory. - Net profit margin improved to 15.28% in FY26 and is likely to sustain or improve with operational efficiencies and media exclusivity. - The company aims for 50% contribution from exclusive media in the next 2-3 years, which command higher margins (approx.

From Cash UR Drive Marketing Limited's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • CASHurDRIVE has shown a continuous growth trajectory over the past three years and intends to maintain this growth in FY27 and beyond.
  • The company targets increasing the contribution of exclusive media revenue from 32% to 50% in the next 2-3 years, which has higher margins.
  • Utilization of existing inventory is expected to improve from around 45-55% to 50-55% in the coming year, along with acquiring new inventory to boost revenues.
  • Management anticipates catalyzing growth with capital infusion, new offices, and expanded teams.
  • The business sees significant potential in new-age media such as EV buses and EV-related advertising, expecting substantial growth from this sector over the next few years.

2 more points from Cash UR Drive Marketing Limited's call on revenue

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Profitability & Margins

See what Cash UR Drive Marketing Limited said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Planned capital investment of about INR 3 to 4 crores over the next 2 to 3 years for building advertising infrastructure on approximately 350 EV charging stations in Delhi NCR (Page 10).
  • Investment in strategic acquisitions like Kolkata Call Taxi to build supply for campaign-owned cars and enhance advertising reach on specific vehicles (Page 8).
  • Focus on acquiring new inventory and increasing utilization of existing inventory from current ~45% to 50-55% and beyond (Page 14).

2 more points from Cash UR Drive Marketing Limited's call on capex

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Top-ranked in Media

Ranked on what management guided this quarter

Guidance-ranked
Rev 1Mar 3
Rev 2Mar 1
3
Rev 2Mar 2
4
Rev 2Mar 3
5
Rev 2Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Cash UR Drive Marketing Limited said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • CASHurDRIVE Marketing Limited does not maintain a traditional order book system.
  • All received orders are considered implemented orders; there are no unimplemented orders pending.
  • As of the latest update, the company has only short-term orders in hand.
  • Recently, two new orders were uploaded to the exchange.
  • Discussions indicate that revenue generation is seasonal with higher activity in Q3 and Q4.

2 more points from Cash UR Drive Marketing Limited's call on order book

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What Cash UR Drive Marketing Limited's management said in earlier quarters

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Frequently Asked Questions

What were Cash UR Drive Marketing Limited Q4 FY26 results?

CASHurDRIVE has shown a continuous growth trajectory over the past three years and intends to maintain this growth in FY27 and beyond. FY27 growth is expected to continue on a similar trajectory as FY26, with additional profits reinvested to build more media inventory. - Management targets achieving around 40%-50% revenue growth, catalyzed by capital infusion and operational expansion. - EBITDA margins are expected to improve year-on-year, driven by higher contribution from exclusive media and better utilization of inventory. - Net profit margin improved to 15.28% in FY26 and is likely to sustain or improve with operational efficiencies and media exclusivity. - The company aims for 50% contribution from exclusive media in the next 2-3 years, which command higher margins (approx.

What is Cash UR Drive Marketing Limited share price analysis?

Cash UR Drive Marketing Limited currently shows a below-average growth signal. The stock trades at a P/E of 8.2 with a market cap of ₹242 Cr. Investors should review the full earnings analysis for detailed insights.

Is Cash UR Drive Marketing Limited planning capital expenditure?

Planned capital investment of about INR 3 to 4 crores over the next 2 to 3 years for building advertising infrastructure on approximately 350 EV charging stations in Delhi NCR (Page 10).

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.