NPST Q3 FY26 Earnings Call Transcript Released
NPST's Q3 FY26 results show a 145% YoY revenue increase to ₹57.17 crores and a 124% YoY PAT jump to ₹11.5 crores. The company aims for 2x industry growth by 2030, focusing on international expansion and new revenue streams like RegTech and AI-based solutions. Inorganic growth opportunities are also being explored.
The announcement details strong financial performance, strategic growth plans, and new revenue stream development, which are material factors for investors and indicate significant future potential.
The company reported significant year-on-year growth in revenue and profits, with positive commentary on future growth prospects driven by new product launches, international expansion, and strategic initiatives.
Network People Services Technologies Limited (NPST) has released the transcript of its Q3 FY26 earnings conference call, held on February 12, 2026. The call featured Chairman and Managing Director Mr. Deepak Chand Thakur, Joint Managing Director Mr. Ashish Aggarwal, and Executive Director Ms. Savita Vashist. They discussed the company's performance and outlook, highlighting a revived business growth trajectory compared to the previous year. The management noted that while growth targets were slightly missed, efforts to improve consistency in earnings are visible. The company has expanded its focus to include mid- to small-sized accounts and has established a dedicated international market team, anticipating multiple deals from regions like Nigeria within the next two quarters.
The payment platform opportunity has seen some impact due to reduced customer paying capacity and a shift towards banks over aggregators, but NPST is adapting by introducing new products and services. The EVOK 3.0 upgrade, including PPI through a partner bank, is expected to generate revenue from Q1 of the next financial year. Offline payments have grown by 60% quarter-on-quarter, adding a new revenue stream. The AI-based risk engine is also showing traction and is expected to contribute to revenue in the next two quarters.
Financially, for Q3 FY26, NPST reported a total income of ₹57.17 crores, a 17.46% jump from the previous quarter and a 145% increase year-on-year. EBITDA rose to ₹18.74 crores, up 20% sequentially and 118% year-on-year. Profit After Tax (PAT) increased to ₹11.5 crores, a 17.28% quarter-on-quarter growth and 124% year-on-year jump. Diluted Earnings Per Share (EPS) reached ₹5.92, showing a 35% Q-o-Q and 137% year-on-year growth.
The management also addressed an observation by the monitoring agency regarding ₹3.18 crores utilized under general corporate purpose, clarifying that these funds were used for operational expenses like office and employee salaries, with no diversion or misutilization. The observation was related to disclosure granularity, not substance, and the agency confirmed no major deviation in overall utilization of proceeds.
Looking ahead, NPST aims to grow at twice the industry rate by 2030, driven by new product lines and global expansion. The company is focusing on increasing its SaaS and subscription-based revenue streams, with plans to reverse the current 70-30 license-to-SaaS revenue split in the coming year. The Banking Connect app is expected to contribute 10-15% to the TSP business within a year. The company is also exploring inorganic growth opportunities, particularly in payments, RegTech, and TSP, and is eyeing expansion in the Middle East, Africa, Central Asia, and Latin America. New customer additions, monetization of RegTech products, and expansion into the merchant segment of the payment platform are key growth drivers expected in Q4 FY26 and beyond.
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Network People Services Technologies Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. 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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