Xelpmoc Design And Tech Reports Q2 & H1 FY26 Results, Highlights Strong Portfolio Growth
Xelpmoc Design And Tech released its Q2 & H1 FY26 investor presentation. While quarterly financials declined, portfolio companies showed strong growth and strategic investments were made, including a ₹10 crore stake sale in Mihup.
The impact is medium. The negative financial performance for the quarter could lead to some concern. However, the comprehensive investor presentation highlights significant positive traction and strategic advancements within its portfolio companies and business model, which can mitigate the negative financial news and provide a more balanced outlook for investors.
The sentiment is neutral due to a mixed bag of results. The company reported a significant year-on-year decline in Q2FY26 revenue and increased losses, which is negative. However, this is balanced by strong positive developments and growth in its portfolio companies, strategic investments, and the part-sale of Mihup for ₹10 crore, indicating progress in its core innovation catalyst model.
Xelpmoc Design And Tech Limited announced its unaudited financial results for the 2nd quarter and half year ended September 30, 2025, through an Investor Presentation. * CEO's Vision: The CEO highlighted a business model akin to a tech co-founder for startups (cost-plus-equity) and a service sector approach for corporates, aiming for early profitability by leveraging products and services. The company is seen as a leveraged mutual fund, increasing success rates in technology-deficient sectors. * Business Model: The company operates by collaborating with startups (cash + equity), corporates (cash or cash + equity), and government (cash or cash + equity). * Key Portfolio Highlights (Q2FY26): * Mihup: Conversation AI platform with over ₹100 crore contracted ARR, securing a multi-million dollar contract with Tata Motors and onboarding HDFC Bank. * Woovly: Achieved USD 3.2 million ARR with 245+ brands, expanding into interactive shoppable videos and live commerce solutions (Live2.ai). * Snaphunt: Launched digital recruiter agentzane.ai and fully managed recruiting solution Snaphyre, reporting USD 109,130 in revenue for July-September 2025. * The Star In Me (TSIM): Booked ₹3 crore in gross revenues for H1FY26, adding new clients like Siemens and Flutter, and receiving a Gold Award at the ET Human Capital Annual Awards 2025. * Pencil: Creator economy startup with AI-generated audio live, signed a $950K service deal with Alphabet/Google, with revenue spread over 36 months, and revenue of ₹109 lakh for July-September 2025. * Biome: Made a co-founding investment of ₹2 crore in Zoop.Money (digital loan platform) for an 11% stake, which generated a ~₹600 crore loan pipeline. Biome is also investing ₹2 crore in OsteoForge (medical implant platform). * Strategic Business Highlight (H1FY26): The Board approved the part sale/disposal of investment in Mihup Communications Private Limited, transferring 11,782 Series Seed CCPS for a total consideration of ₹100 million (₹10 crore). * Consolidated Financial Performance (Q2FY26 vs Q2FY25): * Revenue from Operations decreased by 53.7% to ₹0.76 crore from ₹1.63 crore. * Total Income decreased by 52.1% to ₹0.96 crore from ₹2.01 crore. * Adjusted Operating EBITDA loss increased to ₹1.61 crore from ₹1.02 crore. * PAT loss increased to ₹1.93 crore from ₹1.11 crore. * Fair Value of Investments: Stood at approximately ₹70.34 crore as of September 30, 2025.
What to do with a filing like this
Xelpmoc Design And Tech 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 medium impact: worth reading, rarely worth acting on by itself.
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See the model portfoliosA plain-language summary of a public exchange filing by Xelpmoc Design And Tech Limited. Read the original for the full detail.