Financial Performance Highlights

Q4 FY26 Results:

  • Revenue: ₹62.6 crores, representing 41.9% YoY growth and 13.6% sequential growth
  • EBITDA: ₹13.3 crores, showing 67.5% YoY growth and 8.9% sequential growth
  • EBITDA Margin: 21.3%
  • PAT: ₹8.4 crores, demonstrating 56.6% YoY growth and 10.9% sequential growth
  • PAT Margin: 13.5%

Full Year FY26 Results:

  • Revenue: ₹218.48 crores
  • EBITDA: ₹45.37 crores
  • EBITDA Margin: 20.8%
  • PAT: ₹29.35 crores
  • PAT Margin: 13.4%
  • International revenue contribution: 11.5%
  • Direct client contribution: 73.9% of revenue

Operational Metrics

  • Total verified outcomes delivered: 42.72 million
  • Platform reach: Approximately 2.5 billion devices worldwide
  • Revenue per outcome improved from ₹44.99 in Q1 to ₹48.44 in Q4 FY26, representing 7.7% improvement
  • Serves 150+ brands across 10 countries
  • Employee count: 200+ employees

Strategic Developments in FY26

  • Completed 100% acquisition of Mobavenue Media Private Limited
  • Preferential capital raise of ₹49.99 crores completed
  • Company renamed from Lucent Industries Limited to Mobavenue AI Tech Limited
  • Introduced ESOP 2025 scheme
  • UK operations went live, LATAM operations being set up

Technology Platform Capabilities

  • Proprietary neural network modeling framework with real-time inference under 15 milliseconds
  • Processes 125 crore consented consumer and campaign signals daily
  • Trains deep neural networks over 50 terabytes of data in approximately 1 hour
  • P3 framework: Processing Signals, Predicting Intent, Producing Outcomes
  • GMP 360 proprietary platform stack with PrsmX (Awareness), SurgeX (Acquisition), ResurgeX (Activation)
  • ML models refresh in nearly hourly cycles

Client Case Studies Highlighted

  • Hyper-local home services platform: Scaled app installs by 5x
  • Leading travel OTA: 2x improvement in click-to-install efficiency
  • Global consumer electronics brand: Precision mobile programmatic awareness and retail footfall strategy
  • Global dermatologist skincare brand: 1.27% click-through rate with higher LTV customer sales

FY27 Strategic Priorities

1. Deepening enterprise and mid-market penetration in India

2. Global scaling in UK and LATAM markets with potential selective M&A

3. AI and product innovation through Mobavenue AI Labs

4. Expansion into streaming TV, DOOH, retail, rewarded media, and creative optimization

Outlook

Management expects sequential momentum supported by global and domestic expansion, deeper AI-led automation, and growth across high-impact formats. The company maintains its "Rule of 50" philosophy targeting sustained annual revenue growth over 30% with EBITDA margins of 20% and above.

Risk Factors Mentioned

  • Global macro environment including geopolitical conflicts
  • Oil price volatility
  • Inflationary pressures
  • These factors have been incorporated into risk modeling

Corporate Governance

  • Strengthened workplace engagement through wellness programs, sports day celebrations, health checkups
  • CSR initiatives: 15,000 tree plantation, cervical cancer prevention programs
  • Company values: Determination, Responsibility, Integrity, Vision, Empathy (DRIVE)

Industry Recognition

  • Gold at AdTech Honours by ad:tech India in Programmatic & Emerging Media and AI & Creative Automation
  • Aerospike Champion Scale 2025
  • Best Demand-Side Technology and AdTech Solution of the Year awards