Mobavenue AI Tech

Q4 FY26IT - Software

Mobavenue AI Tech Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹307

Market cap₹2.5K Cr

P/E70.8

Updated23 Aug 2026

Read5 min read

What the Q4 FY26 call signalled

4 of 5 strong

RevenueRank 2

MarginRank 3

CapexYes

FundraiseYes

Order bookYes

The short version

Mobavenue aims for sustained annual revenue growth of over 30%, aligned with its "Rule of 50" framework targeting 30%+ growth and 20%+ EBITDA margin. Mobavenue AI Tech aims for sustained annual revenue growth over 30% with EBITDA margin of 20%+ (Rule of 50 growth philosophy), focusing on long-term compounding rather than one-year targets.

From Mobavenue AI Tech's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Rank 2

Mobavenue aims for sustained annual revenue growth of over 30%, aligned with its "Rule of 50" framework targeting 30%+ growth and 20%+ EBITDA margin.
FY26 showcased strong momentum with 42.6% YoY revenue growth and consistent quarter-on-quarter gains.
Expansion plans include deepening enterprise and mid-market penetration in India through vertical-led solutions and strategic partnerships.
Global growth is a key priority, with focus on scaling presence in UK, LATAM, and exploring additional emerging and developed markets via direct teams, resellers, and selective M&A.
Growth is supported by ongoing AI and product innovation investments, enhancing platform capabilities and operating leverage.
Revenue diversification across 150+ active customers, with key verticals driving demand: Quick Commerce, BFSI, Fintech, and Retail.
Platform enhancements have improved revenue per outcome (up ~7.7% in FY26), evidencing better pricing and monetization.
Overall direction is toward autonomous AI-driven growth, moving from assisted optimization to intelligent, self-improving consumer growth lifecycle management.

Profitability & Margins

Mobavenue AI Tech aims for sustained annual revenue growth over 30% with EBITDA margin of 20%+ (Rule of 50 growth philosophy), focusing on long-term compounding rather than one-year targets.
FY26 showed strong progress with revenue of INR 218.5 crores, EBITDA INR 45.4 crores (20.8% margin), and PAT INR 29.4 crores (13.4% margin), all improving sequentially each quarter.
FY27 outlook remains directional with expected sequential momentum driven by global and domestic expansion, AI-led automation, reinforcement learning, and growth in high-impact formats like CTV and commerce media.
Operating discipline, client quality, and AI-driven roadmap position the company to compound growth while maintaining sustainable profitability.
Focus on expanding enterprise and mid-market penetration, global scaling (UK, LATAM, Asia), product & IP innovation, and selective M&A to support scalable earnings growth.
Commitment to converting profit into cash and maintaining comfortable working capital for operational stability.

See what Mobavenue AI Tech said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

- Mobavenue AI Tech is focused on disciplined capital allocation with no specific large acquisitions planned currently, emphasizing organic growth for FY27. - Selective M&A opportunities may be evaluated to enhance technology capabilities or expand into new markets, but only if they align with their strategic growth and tech enhancement goals. - Recent preferential capital raise strengthens capacity to invest selectively in AI infrastructure, platform capabilities, global expansion, and potential inorganic growth. - Continued investment planned in AI and product innovation through Mobavenue AI Labs, expanding AI-driven platform capabilities. - Priority to build scalable mid-market engine via vertical-led solutions, agency partnerships, and global scaling (UK, LATAM, Asia, other developed markets) in an asset-light and outcome-based manner. - Operating expenses and employee costs are being managed in alignment with revenue growth to support technology and global team expansion. Overall, capital investments are targeted, selective, and primarily focused on AI technology and global growth expansion.

Top-ranked in IT - Software

Ranked on what management guided this quarter

5x potential

1Virtual Galaxy Infotech Ltd₹356 Cr

Rev 1Mar 3

2CapitalNumbers₹193 Cr

Rev 2Mar 1

3₹140 Cr

Rev 2Mar 1

4₹1.8K Cr

Rev 2Mar 2

5₹3.7K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

Mobavenue AI Tech Limited completed a preferential capital raise during FY26 which strengthened their ability to invest selectively across AI infrastructure, platform capabilities, global expansion, and selective inorganic opportunities.
The company remains disciplined and prudent with capital allocation, focusing on organic growth aligned with their capabilities for FY27.
They are open to selective M&A that can enhance technology or market growth but no specific new fundraising through debt or equity was announced.
Overall, they emphasize a disciplined, asset-light, and outcome-based approach to growth and investments.
No explicit mention of planned or ongoing fundraising via new debt or equity in the near future was made in the disclosed content.

See what Mobavenue AI Tech said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Yes

The transcript provided does not explicitly mention the current or expected order book or pending orders for Mobavenue AI Tech Limited. However, some relevant insights include: - The company has around 150+ active customers with strong retention, contributing about 80% of revenue from retained customers. - Mobavenue is experiencing strong demand in verticals such as Quick Commerce, Fintech, Retail, Travel, Entertainment, BFSI, FMCG, healthcare, and pharma. - Expansion efforts are ongoing in global markets like the UK and LATAM, with plans to grow further in Asia and other developed markets. - The company focuses on deepening enterprise and mid-market penetration within India. - Mobavenue continues to cross-sell and upsell its AI-led platforms to existing clients, increasing wallet share. - FY26 results show scalable and profitable growth, positioning the company for long-term compounding value creation. No specific details on orderbook or pending orders figures are disclosed in the transcript.

Mobavenue AI Tech — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹63 Cr, net profit ₹8 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Mobavenue AI Tech Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Mobavenue AI Tech Q4 FY26 results?

What is Mobavenue AI Tech share price analysis?

Mobavenue AI Tech currently shows a moderate growth signal based on ranking data. 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 is focused on disciplined capital allocation with no specific large acquisitions planned currently, emphasizing organic growth for FY27.

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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.