One Mobikwik Systems Ltd (MOBIKWIK) Q1FY26 Concall Summary - Jun-2025 Qtr
Performance Overview
- Mobikwik reported strong overall business growth, with payments business achieving lifetime best numbers in GMV and gross margin.
- Lending business showed recovery with a 30% growth in disbursements, building on the 30% growth reported in the previous quarter.
- Focused on growing payments business (wallet and UPI) and further recovering the lending business.
- Cost optimization efforts resulted in improved contribution margin and EBITDA compared to the last quarter.
- Confident in achieving break-even EBITDA in the last two quarters of FY26.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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