MOBIKWIK NSE filing

Mobikwik Reports Strong Q2FY26 Performance with 80% QoQ EBITDA Growth, Unveils Strategic Initiatives

The RealCase readHigh impact Positive

Mobikwik announced strong Q2FY26 results with 80% QoQ EBITDA growth and a 24% rise in Contribution Profit. Strategic initiatives like Digital Rupee and stock broking are set to drive future expansion.

Why it matters

The strong financial performance, particularly the significant improvement in EBITDA and Contribution Profit, indicates a positive operational turnaround. The strategic initiatives like the launch of Digital Rupee, FX Retail, and SEBI approval for stock broking open new revenue streams and growth avenues, which are high-impact developments for the company's future.

The market read

The announcement shows significant positive financial performance, including an 80% QoQ increase in EBITDA, a 24% QoQ growth in Contribution Profit, and substantial increases in Payments and Financial Services GMV. New strategic initiatives and regulatory approvals also contribute to a positive outlook.

One Mobikwik Systems Limited has released its Investor Presentation for the quarter ended September 30, 2025. Key highlights include: * An earnings call is scheduled for Tuesday, November 04, 2025, at 16:00 hours IST. * The company's registered user base reached 183.5 Mn as of September 30, 2025, a 9.9% YoY increase, with 3.3 Mn new users added in Q2FY26. * The merchant base grew to 4.71 Mn, up 7% YoY, with 71k new additions in Q2FY26. * Total Income for Q2FY26 was ₹2,793 Mn, with Contribution Profit increasing 24% QoQ to ₹961 Mn. * EBITDA saw an 80% QoQ growth, moving from ₹(312) Mn in Q1FY26 to ₹(64) Mn in Q2FY26. * Payments GMV surged 53% YoY and 13% QoQ to ₹4,32,167 Mn. * Financial Services Digital Credit GMV increased 19.4% YoY and 16% QoQ to ₹8,071 Mn, with Gross Profit climbing 231% QoQ. * Net Financial Services Margin jumped 3X in a quarter. * The company is pursuing future opportunities including AI-powered product innovations, new product launches like FX Retail and Digital Rupee, scaling Zaakpay Payment Gateway, and has received SEBI approval for stock broking activities. * Upasana Taku was recognized as “Fintech Person of the Year - Female” at the Global Fintech Awards 2025.

Filing to action

What to do with a filing like this

One Mobikwik Systems Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by One Mobikwik Systems Limited. Read the original for the full detail.

View original filing