Mobavenue AI Tech Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 28 May 2026 | IT - Software | Market Cap: ₹2.5K Cr
Mobavenue experienced strong growth with Q2 FY '26 revenue at INR 54.32 crore, a 17% sequential increase, and over 10 times year-on-year growth. Mobavenue aims for sustained revenue growth above 30% CAGR, driven by its outcome-based AI advertising platforms, especially in India and global markets.
From Mobavenue AI Tech's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹307
Market Cap
₹2.5K Cr
P/E Ratio
70.8
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Mobavenue AI Tech — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹63 Cr, net profit ₹8 Cr.
Full financials →📊 Revenue & Sales Performance
- →Mobavenue experienced strong growth with Q2 FY '26 revenue at INR 54.32 crore, a 17% sequential increase, and over 10 times year-on-year growth.
- →The company targets a continued revenue growth rate exceeding 30% CAGR, outpacing the global digital advertising growth of 14% and India's 19%.
- →Core advertising and consumer growth platforms will remain the primary revenue drivers.
- →Expansion focus is on deeper penetration in India and global markets, supported by a GCC-led approach with operations based in India and regional management.
- →New verticals like MarTech, monetization tools, and OEM DSPs are being developed and may contribute in the medium term.
- →Platform scalability and AI-driven outcome-based models enable sustainable long-term growth with improved revenue-per-outcome and high customer retention.
- →Investments in AI Centre of Excellence and new monetization/marketing platforms are expected to bolster future revenue streams.
📈 Profitability & Margins
- →Mobavenue aims for sustained revenue growth above 30% CAGR, driven by its outcome-based AI advertising platforms, especially in India and global markets.
- →The company follows a "Rule of 40/50," targeting EBITDA margins around 20% and PAT margins above 13%, balancing strong profitability with high growth.
- →Q2 FY '26 showed promising growth with 17% sequential revenue increase and EBITDA margin expansion to 20.32%.
- →They plan ongoing investment in AI technology and platform enhancements to improve outcomes and scale profitability.
- →Adjacent segments like MarTech and Monetization Tools are being developed but advertising and consumer growth platforms remain the primary revenue drivers.
- →Management expects margin improvement through operating leverage while maintaining an asset-light model, aiming for long-term sustainable profits.
- →The company aims to grow deeper in existing markets and expand internationally with technology-driven scalability.
🏗️ Capital Expenditure Plans
- →Mobavenue AI Tech Limited continues to invest significantly in building and enhancing its AI and machine learning technology platforms, including the AI workbench.
- →The company is investing in the upcoming AI Centre of Excellence to strengthen its long-term strategy.
- →Focus remains on asset-light operations, with reinvestment into technology platforms for sustainable digital growth.
- →Mobavenue is open to strategic partnerships or acquisitions aligned with its long-term vision of technology-driven digital growth.
- →The company plans investments in new monetization and marketing technology platforms as part of its vertical expansion.
- →These strategic investments aim to support scalable innovation, operational rigor, and global market expansion while maintaining healthy margins and asset-light business model.
💰 Fundraising & Capital Structure
- →The management did not explicitly mention any immediate plans for new fundraising through debt or equity in the call.
- →They emphasized a bootstrapped approach so far, with no external funding or safety net.
- →They plan to continue investing back into technology for long-term growth but indicated maintaining an asset-light model.
- →Trade receivables are managed conservatively with credit terms of 45-90 days and active credit checks.
- →They remain open to partnerships or acquisitions aligned with their long-term vision, which could imply potential strategic funding or investments in the future.
- →No specific fundraising targets or capital raise plans for FY '26 or beyond were detailed.
📋 Order Book & Pipeline
- →The transcript does not explicitly mention current or expected order book or pending orders for Mobavenue AI Tech Limited.
- →The company focuses on outcome-based revenue models with contracts primarily driven by results and performance.
- →Client engagements are largely contract-based with approximately 80+ enterprise customers using the platform directly and an additional 15-20 via agencies.
- →Revenue growth is driven by scaling AI-powered advertising and consumer growth platforms rather than traditional order books.
- →Emphasis is on long-term partnerships and outcome-delivery rather than fixed pipeline order books.
- →The company is expanding into new verticals and geographies, suggesting a growing pipeline but specific order backlog details are not provided.
Key Metrics
Frequently Asked Questions
What were Mobavenue AI Tech Q2 FY26 results?
Mobavenue experienced strong growth with Q2 FY '26 revenue at INR 54.32 crore, a 17% sequential increase, and over 10 times year-on-year growth. Mobavenue aims for sustained revenue growth above 30% CAGR, driven by its outcome-based AI advertising platforms, especially in India and global markets.
What is Mobavenue AI Tech share price analysis?
Mobavenue AI Tech currently shows a neutral. The stock trades at a P/E of 70.8 with a market cap of ₹2,477 Cr. Investors should review the full earnings analysis for detailed insights.
Is Mobavenue AI Tech planning capital expenditure?
Mobavenue AI Tech Limited continues to invest significantly in building and enhancing its AI and machine learning technology platforms, including the AI workbench.
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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.