DreamFolks Services Schedules Q3 FY26 Investor Presentation for February 09, 2026
DreamFolks Services Limited announced an investor presentation for February 09, 2026 at 18:30 IST to discuss Q3 FY26 results. The company reported 9M FY26 revenue of Rs. 6,079 million with adjusted EBITDA of Rs. 384 million and net worth growth of 14.5% to Rs. 3,262 million. Strategic acquisitions of Ten11 Hospitality and Easy To Travel enhanced railway lounge operations and international expansion capabilities. Global lounge transactions surged 200% year-on-year, while the company launched DreamFolks Club 2.0 and expanded to 1500+ global airport touchpoints across 100+ countries.

*this image is generated using AI for illustrative purposes only.
Dreamfolks Services Limited has scheduled an investor presentation for February 09, 2026 at 18:30 IST to discuss its unaudited financial results for the quarter and nine months ended December 31, 2025. The presentation will be accessible on the company's website at www.dreamfolks.com and follows the board meeting outcome intimated earlier the same day.
Financial Performance Highlights
For the nine months ended December 31, 2025, DreamFolks reported comprehensive financial metrics reflecting its ongoing business transformation:
| Metric: | 9M FY26 | 9M FY25 | Change |
|---|---|---|---|
| Revenue: | Rs. 6,079 Mn | Rs. 9,777 Mn | Decline |
| Gross Profit: | Rs. 804 Mn | Rs. 1,150 Mn | Decline |
| Gross Margin: | 13.2% | 11.8% | +140 bps |
| Adjusted EBITDA: | Rs. 384 Mn | Rs. 769 Mn | Decline |
| EBITDA Margin: | 6.3% | 7.9% | -160 bps |
| PAT: | Rs. 246 Mn | Rs. 501 Mn | Decline |
| Net Worth: | Rs. 3,262 Mn | Rs. 2,848 Mn | +14.5% Y-o-Y |
The company maintains a strong balance sheet with Rs. 1,295 million in cash and cash equivalents as of December 31, 2025.
Strategic Acquisitions Drive Transformation
During Q3 FY26, DreamFolks executed two pivotal acquisitions to strengthen its competitive position. The company acquired Ten11 Hospitality, gaining ownership and operational control of premium railway lounge infrastructure at three strategic locations - Chennai and Mumbai are operational, with Vadodara launching shortly. This acquisition positions DreamFolks to capitalize on India's railway modernization under the government's Amrit Bharat Scheme, which plans to redevelop over 1,300 stations.
The Easy To Travel (ETT) acquisition accelerates international expansion by adding an established global footprint spanning 100+ countries, 500+ airports, and 1200+ locations. This acquisition enhances DreamFolks' ability to serve multinational clients through technology-enabled distribution networks.
Business Performance and Growth Metrics
DreamFolks demonstrated strong operational momentum across key business segments:
| Performance Indicator: | Growth Rate |
|---|---|
| Global Lounge Transactions (YoY): | +200% |
| Global Lounge Transactions (QoQ): | +80% |
| Global Airport Touchpoints: | 1500+ |
| Social Clubs Access: | 3300+ |
| Golf Courses (Outside India): | 950+ |
Platform Enhancement and Service Expansion
The company launched DreamFolks Club 2.0, an enhanced B2C membership platform that evolved from airport-centric services to a comprehensive lifestyle ecosystem. The platform integrates global lounge access, private social clubs, golf, wellness, and curated experiences, significantly broadening the addressable market.
DreamFolks' Machine Learning-driven intelligent orchestration platform enables enterprise clients to offer personalized, cohort-based benefits programs with over 20 service combinations. The company added 100+ global airport lounges during Q3 FY26 and went live with major clients for lifestyle services.
Market Position and Industry Outlook
The global airport lounge market is forecasted to grow at 14.1% CAGR from 2026-35, driven by premium travel demand and frequent travelers seeking enhanced amenities. India's credit card circulation reached 115.8 million in Q3 FY26, growing 7.2% year-on-year, while average spend per credit card stood at Rs. 53,000 with 1.8% year-on-year growth.
DreamFolks operates across a diversified client ecosystem including 5 card networks, 20+ card issuers, and 50+ enterprises. The company continues expanding its presence across Asia Pacific and Middle East regions while building dedicated teams for enterprise client management.
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Historical Stock Returns for Dreamfolks Services
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -3.05% | -4.04% | -13.36% | -38.79% | -68.91% | -80.88% |


































