Mobavenue AI Tech Limited has released the transcript of its earnings conference call for Q3FY26 results, conducted on February 13, 2026. The company reported strong financial performance with significant year-over-year growth across key metrics.

Q3FY26 Financial Performance

The company delivered robust consolidated financial results for the third quarter:

For the nine months of FY26, the company achieved revenue of INR 155.85 crores with EBITDA of INR 32.02 crores, reflecting an EBITDA margin of 20.5% and PAT of INR 20.91 crores.

Technology and Platform Development

Managing Director Ishank Joshi highlighted the company's technological capabilities during the call. The AI-powered platform processes over 100 crore data signals daily with response times of 12-15 milliseconds, significantly faster than industry benchmarks of 50+ milliseconds. The deep neural network models are now trained on over 50 terabytes of data in approximately 1 hour, compared to 10-12 hours previously.

Revenue Quality Improvements

A key performance indicator showed improvement in revenue per outcome, which increased from INR 45.89 to INR 47.45. This enhancement was driven by:

Global Expansion Strategy

International markets contributed 10.5% of nine months FY26 revenue, reflecting the company's deliberate capability-led expansion strategy. The company has established operations in Latin America including Argentina, Chile, Brazil, and Mexico, with plans to expand to ASEAN markets and the UK.

Capital Allocation and Future Plans

CFO Tejas Rathod confirmed that the Board approved capital raise of up to INR 100 crores, with an initial allotment of INR 50 crores at INR 1,088 per equity share. The funds will be deployed over 12-18 months for AI stack expansion, global operations, and selective strategic opportunities.

Long-term Growth Framework

The management outlined their "50-plus compounding strategy" targeting over 30% sustained annual revenue growth alongside EBITDA margins of around 20% and above. This framework reflects confidence in building a scalable AI-powered global platform where technology, growth, and profitability reinforce each other.

Mobavenue AI Tech Limited announced its unaudited consolidated financial results for the quarter and nine months ended December 31, 2025, pursuant to Regulation 30 of SEBI Listing Regulations. The Board of Directors approved these results during their meeting held on February 11, 2026, demonstrating robust growth across key financial metrics driven by strong direct advertiser demand and global expansion.

Outstanding Financial Performance

The company delivered exceptional growth in the third quarter, with consolidated results reflecting strengthened position in the digital media and advertising sector. Year-on-year revenue growth was driven by strong direct advertiser demand across structurally expanding sectors such as Quick Commerce, BFSI, Fintech & Retail, along with sustained platform momentum in Connected TV and Video advertising-based platforms.

For the nine-month period, the company achieved revenue from operations of ₹15,585 lakhs with EBITDA of ₹3,202 lakhs and PAT of ₹2,091 lakhs, representing significant year-over-year expansion across all parameters.

Earnings Call Recording Available

Mobavenue AI Tech Limited has made available the audio recording of its Q3FY26 earnings call conducted on February 13, 2026. The conference call with analysts and investors was held at 2:30 PM IST through digital means to discuss the company's financial results for the quarter and nine months ended December 31, 2025.

The audio recording is accessible on the company's website under investor documentation, providing stakeholders with comprehensive insights into the company's quarterly performance and management commentary.

Corporate Actions and Dividend Declaration

The Board of Directors approved several important corporate actions during their February 11, 2026 meeting. The company declared an interim dividend of 5%, demonstrating confidence in its financial position and commitment to shareholder returns.

Notably, promoters Ms. Prachi Kothari, Mr. Kunal Kothari, and Mr. Tejas Rathod voluntarily waived their entitlement to receive the interim dividend to enhance overall shareholder value.

Preferential Share Allotment Details

The company completed a preferential allotment of 4,59,558 fully paid-up equity shares to non-promoter investors. The allotment was executed at ₹1,088 per share, including a premium of ₹1,078 per share.

Business Operations and Strategic Focus

Mobavenue AI Tech Limited operates as a digital-first technology company engaged in AI-powered advertising and marketing platforms. The performance was driven by the continued advancement of their GMP 360 Stack and strengthening of proprietary platforms including PrsmX and SurgeX. Revenue growth was supported by increased new direct client additions, agency-driven spends, reseller partnerships and growth in international operations.

Commenting on the results, Mr. Ishank Joshi, Managing Director & CEO, stated that crossing ₹155 crore in revenue over the first nine months while sustaining EBITDA margins above 20% reflects the strength of their platform-led model and disciplined execution in a dynamic global environment. The earnings call recording provides detailed management commentary on these strategic initiatives and future outlook.