Novus Loyalty Q2 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹273 Cr
- P/E
- 29.39
- ROE
- 25.07%
- PEG
- 0.19
- Price to sales
- 2.13
- Debt to equity
- 0.00
- 52W high / low
- ₹238 / ₹127
- EBITDA margin
- 9.68%
- Net profit margin
- 7.28%
- Promoter holding
- 70.06%
- Sales (last year)
- ₹127 Cr
Incorporated in 2011, Novus Loyalty is a technology-driven company that provides loyalty and rewards solutions for various industries.[1]
Guidance scorecard · Q2 FY27 call
What Novus Loyalty Ltd's management guided
and where it ranks in Media
Media
RevenueQ4 FY26 call
20–40%- Expected growth above 20% in FY27, with sustained or improved growth rates compared to previous years.
- Targeting 15-20% growth in Indian markets.
- Major focus on international market expansion in MENA, US, Australia, and African regions.
- International revenue expected to at least double or triple in coming years, with targets of over ₹6 crore in FY27 and about ₹10 crore in FY28.
- Growth to be driven by increased enterprise client acquisition, international expansion, and technology-driven revenue streams.
- Significant investments planned in sales and marketing (~₹12 crore), product development (~₹10-12 crore), and acquisitions (~₹12 crore) using IPO proceeds.
2 more points from Novus Loyalty Ltd's call on revenue
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MarginsQ4 FY26 call
See what Novus Loyalty Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
Planned- Establishing wholly-owned subsidiaries, notably in the UAE, to strengthen presence in the MENA region.
- Partnerships and channel expansions in Africa through local partners rather than subsidiaries.
- Active search for suitable acquisitions to accelerate growth in the US and Australian markets, including agencies that can provide local support and liability insurance coverage.
- Overall strategic investment in both organic (technology, AI, sales) and inorganic (acquisitions) growth avenues.
FundraisingQ4 FY26 call
PlannedSee what Novus Loyalty Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
Rising- Novus has several active bids, especially in the banking loyalty program space.
- Many orders recently bid for were either canceled or are still in process.
- The company expects a significant number of new loyalty program orders from banks in the upcoming months.
- They plan to bid aggressively on most government and PSU orders through the GEM portal.
- The current orderbook includes a substantial contract with the Central Bank worth ₹88 crore.
- Other major orders include international clients like Bank of Abyssinia with technology revenue of ₹4 crore.
2 more points from Novus Loyalty Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Media
on management's own guidance
- Bright OutdoorGood growth2
- Strong growth1
- Signpost IndiaGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Media companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹31 Cr | 11.2 | |
| 2 | Bright Outdoor | 20–40% | Up 2%+ | ₹705 Cr | 28.2 |
| 3 | Signpost India | 20–40% | Up 0–2% | ₹1,173 Cr | 16.0 |
| 4 | 20–40% | Flat | ₹604 Cr | 28.5 | |
| 5 | 20–40% | Flat | ₹240 Cr | 15.2 | |
| 6 | 20–40% | Flat | ₹65 Cr | 18.9 |
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Pro shows every company guiding 40%+ revenue growth →Full Media rankingFinancials of Novus Loyalty Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Novus Loyalty Ltd
Quarterly Results
Quarter-by-quarter operating performance
Financials of Novus Loyalty Ltd
Profit & Loss
Annual income statement trend
| Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|
| Sales + | 60 | 73 | 105 |
| Expenses + | 57 | 68 | 99 |
| Operating Profit | 2 | 5 | 6 |
| OPM % | 4% | 7% | 5% |
| Other Income + | 0 | 0 | 0 |
| Interest | 0 | 0 | 0 |
| Depreciation | 1 | 1 | 0 |
| Profit before tax | 1 | 4 | 5 |
| Tax % | 32% | 27% | 29% |
| Net Profit + | 1 | 3 | 4 |
| EPS in Rs | 539.22 | 2,901.96 | 3,509.80 |
| Dividend Payout % | 0% | 0% | 0% |
Financials of Novus Loyalty Ltd
Balance Sheet
Capital structure and asset base
| Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 0.01 | 0.01 | 0.01 | 16 |
| Reserves | 7 | 9 | 13 | 46 |
| Borrowings + | 4 | 1 | 0 | 0 |
| Other Liabilities + | 3 | 2 | 2 | 11 |
| Total Liabilities | 13 | 12 | 15 | 72 |
| Fixed Assets + | 1 | 1 | 1 | 0 |
| CWIP | 0 | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 | 0 |
| Other Assets + | 12 | 12 | 14 | 72 |
| Total Assets | 13 | 12 | 15 | 72 |
Financials of Novus Loyalty Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|
| Cash from Operating Activity + | 3 | 2 | 3 |
| Cash from Investing Activity + | -1 | 0 | -0 |
| Cash from Financing Activity + | -1 | -3 | -1 |
| Net Cash Flow | 1 | -1 | 2 |
| Free Cash Flow | 2 | 2 | 3 |
| CFO/OP | 149% | 50% | 78% |
Financials of Novus Loyalty Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|
| Debtor Days | 18 | 5 | 4 |
| Inventory Days | 10 | 7 | 8 |
| Days Payable | 35 | 2 | 1 |
| Cash Conversion Cycle | -7 | 9 | 11 |
| Working Capital Days | 24 | 42 | 36 |
| ROCE % | 43% | 45% |
Continue your research
What Novus Loyalty Ltd's management said in earlier quarters
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