BONDADA Q4 FY26 Guidance vs Delivery (BONDADA Management Mirror)

Revenue & Profitability

Management upgraded revenue growth expectations to 60% to 70% YoY for the upcoming financial year in the Mar'26 Qtr, alongside net profit growth of 50% to 70%, accelerating from the 50% to 60% long-term CAGR target cited in the Mar'25 Qtr; however, margin expansion expectations were slightly moderated, with EBITDA margins now projected to remain stable or improve by 20 to 30 basis points compared to a previously anticipated 100 basis point expansion noted in the Sep'25 Qtr. [Status: Upgraded]