Novus Loyalty Q2 FY27 Share Price & Earnings Call Analysis

₹175.05-1.19% today
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

#9of 15 in
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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Full Q4 FY26 analysis

MarginsQ4 FY26 call

See what Novus Loyalty Ltd said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

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.
Full Q4 FY26 analysis

FundraisingQ4 FY26 call

Planned

See what Novus Loyalty Ltd said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

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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Full Q4 FY26 analysis

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

  1. Bright OutdoorGood growth
    2
  2. Strong growth
    1
  3. Signpost IndiaGood growth
    3

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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

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Flat₹31 Cr11.2
2Bright Outdoor20–40%Up 2%+₹705 Cr28.2
3Signpost India20–40%Up 0–2%₹1,173 Cr16.0
420–40%Flat₹604 Cr28.5
520–40%Flat₹240 Cr15.2
620–40%Flat₹65 Cr18.9

Sign up free to see every company in the sector ranking and track Novus Loyalty Ltd.

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Financials 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

No quarterly results data available for this company yet.

Financials of Novus Loyalty Ltd

Profit & Loss

Annual income statement trend

Mar 2023Mar 2024Mar 2025
Sales +6073105
Expenses +576899
Operating Profit256
OPM %4%7%5%
Other Income +000
Interest000
Depreciation110
Profit before tax145
Tax %32%27%29%
Net Profit +134
EPS in Rs539.222,901.963,509.80
Dividend Payout %0%0%0%

Financials of Novus Loyalty Ltd

Balance Sheet

Capital structure and asset base

Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital0.010.010.0116
Reserves791346
Borrowings +4100
Other Liabilities +32211
Total Liabilities13121572
Fixed Assets +1110
CWIP0000
Investments0000
Other Assets +12121472
Total Assets13121572

Financials of Novus Loyalty Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2023Mar 2024Mar 2025
Cash from Operating Activity +323
Cash from Investing Activity +-10-0
Cash from Financing Activity +-1-3-1
Net Cash Flow1-12
Free Cash Flow223
CFO/OP149%50%78%

Financials of Novus Loyalty Ltd

Ratios

Working capital efficiency and return ratios

Mar 2023Mar 2024Mar 2025
Debtor Days1854
Inventory Days1078
Days Payable3521
Cash Conversion Cycle-7911
Working Capital Days244236
ROCE %43%45%

What Novus Loyalty Ltd's management said in earlier quarters

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