Transcript of earning call for Q4FY26 result

AI summary - FY26 revenue grew 22%, EBITDA up 70%, margin at 33%, PAT up 68% to INR243 Cr - Consumer group revenue +30%, EBITDA +96%, PAT +55%; remarketing revenue +22%, EBITDA +57%, PAT +66% - OLX India revenue +22%, EBITDA +54%, PAT +77%; new products Elite Buyer and Verification launched with strong early traction - AI-driven matchmaking, pricing, and verification tools to enhance buyer-seller experience and monetization - FY27 outlook optimistic on growth across segments; margins expected to expand; INR1,000 Cr PAT target in 4-5 years - Auction listings 1.7 million, volumes 300k; remarketing growth driven by institutional and retail segments - No immediate M&A plans; cash reserves INR1,244 Cr; ROE impacted by cash, potential shareholder returns in 2-3 years - AI seen as opportunity leveraging proprietary data and platform; no material risk from external AI platforms - Seasonality noted in Q3 (Oct-Dec) due to festivals; Q4 growth steady - Advertising revenue insignificant (<10%) across segments; growth driven by subscription and new monetization products - Elite Buyer and Verification revenue currently small but expected to become significant this year - Continuous efforts to improve dealer lead quality and conversion; pricing largely inflationary - Marketplace financing being explored as new value-added revenue stream - Traffic and user engagement growing year-on-year; 2 million+ monthly buyers and sellers on platforms - Management confident in sustaining growth momentum…