Pine Labs Limited (PINELABS)
As per enclosed file.
AI summary
- Q1 FY27 revenue grew 20% YoY to ₹737 Cr; contribution margin 72.3%, adjusted EBITDA margin 17%
- DITP segment grew 15% YoY with 18% YoY growth in digital checkout points; UPI transactions now 70%+ of DCP transactions
- IAP revenue up 31% YoY; international revenue grew 21% YoY, contributing ~16% of total revenue
- Investments in ~500 new salespeople and technology/AI platform increased costs but expected to improve margins by FY27 end
- Effective tax rate elevated at 48% in Q1, expected to normalize to 28-30% for FY27 and ~25-26% from FY28
- Operating cash flow positive before early settlements; net working capital at 16.7% of annualized revenue
- Management confident to deliver full-year revenue growth guidance of 21-23.5% with margin expansion
Source: Original filing PDF
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🚨 PINELABS — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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