Yaap Digital Q4 FY26 Share Price & Earnings Call Analysis

₹118.00-0.42% today
Market cap
₹247 Cr
P/E
15.63
ROE
24.19%
PEG
0.18
Price to sales
1.34
Debt to equity
0.29
52W high / low
₹214 / ₹77.5
Sales growth (5Y)
38.28%
EBITDA margin
15.22%
Net profit margin
10.28%
Promoter holding
59.02%
Sales (last year)
₹185 Cr

Incorporated in 2016, Yaap Digital is a new-age digital content and marketing services agency.[1]

Guidance scorecard · Q4 FY26 call

What Yaap Digital Ltd's management guided
and where it ranks in Media

#5of 15 in
Media

RevenueQ4 FY26 call

20–40%
  • YAAP Digital targets year-on-year revenue growth of approximately 25% to 30%.
  • The company aims to capture a 2% market share of the overall addressable market within three years.
  • The total advertising market is ~INR 2 lakh crores, with 60% digital; 50% of that is YAAP's addressable market.
  • Focus on both acquiring new clients and increasing wallet share from existing clients, especially post-Gozoop acquisition.
  • Expected growth driven by consolidation in the digital marketing space, with a mix of organic growth and strategic acquisitions.

2 more points from Yaap Digital Ltd's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Yaap Digital Ltd said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned
  • Yaap Digital Limited is actively investing in acquisitions, particularly focusing on AI tech-led companies in the content creator economy space, which is the fastest-growing segment in digital marketing.
  • They aim to complete at least one acquisition in the current financial year but emphasize finding the right fit over adhering to a strict timeline.
  • The Gozoop acquisition (structured over three years at an 8x EBITDA multiple) highlights their strategic investment approach to build India’s first homegrown digital marketing network.
  • Investments also include technology integration, especially AI, into their existing services (Design, Discovery, Distribution) and platforms like HAWK for online reputation management.

2 more points from Yaap Digital Ltd's call on capex

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Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what Yaap Digital Ltd said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • The company added over 100 new clients in FY26, indicating a growing client base.
  • Business acquisition pace includes both new client additions and increasing wallet share from existing clients.
  • Growth strategy targets a 2% market share of the addressable digital advertising market within three years.
  • Acquisition efforts in AI-led content creator economy and GCC region are ongoing to strengthen order inflow.
  • A significant portion of revenue (70%) is recurring, reflecting stable order flow.

2 more points from Yaap Digital 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
5Yaap Digital LtdThis stock20–40%Flat₹240 Cr15.2
620–40%Flat₹65 Cr18.9

Sign up free to see every company in the sector ranking and track Yaap Digital Ltd.

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Financials of Yaap Digital Ltd

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Yaap Digital Ltd

Quarterly Results

Quarter-by-quarter operating performance

No quarterly results data available for this company yet.

Financials of Yaap Digital Ltd

Profit & Loss

Annual income statement trend

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +377267113153185
Expenses +386362106137157
Operating Profit-29461628
OPM %-5%13%7%5%10%15%
Other Income +000124
Interest111222
Depreciation000001
Profit before tax-38451629
Tax %-14%22%25%46%23%23%
Net Profit +-26331222
EPS in Rs-14.0338.0516.7915.2369.688.82
Dividend Payout %0%0%0%0%0%0%

Financials of Yaap Digital Ltd

Balance Sheet

Capital structure and asset base

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital2222221
Reserves28982188
Borrowings +998232332
Other Liabilities +333830587076
Total Liabilities45564991115216
Fixed Assets +880121556
CWIP000000
Investments0015006
Other Assets +37483478100155
Total Assets45564991115216

Financials of Yaap Digital Ltd

Cash Flows

Operating, investing and financing cash movement

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +-722535-5
Cash from Investing Activity +1-0-42-4
Cash from Financing Activity +-1-2-12-1
Net Cash Flow-7-02039-10
Free Cash Flow-622535-8
CFO/OP398%34%577%620%-14%

Financials of Yaap Digital Ltd

Ratios

Working capital efficiency and return ratios

Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days30378513397156
Inventory Days
Days Payable
Cash Conversion Cycle30378513397156
Working Capital Days-425-106-158-6462
ROCE %61%24%23%41%31%

What Yaap Digital Ltd's management said in earlier quarters

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