Novus Loyalty Ltd (NOVUS) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management is acquiring an 80.87% stake in Autopay for ~INR 130 crore to secure a PPI license, which will significantly boost voucher business margins.
- The company expects to generate $1 million from the Middle East and $400,000 from Africa this year, with plans to enter the US via a subsidiary.
- Novus targets consolidated revenue of INR 500+ crore by 2029 and INR 600-650 crore by 2030, projecting 15-20% organic growth for its core business.
Performance Overview
- Novus Loyalty Ltd. reported strong growth across all four revenue streams in H1 FY27, demonstrating broad-based business momentum.
- The company has completed the setup of its Dubai subsidiary, hiring three people to gain access to the GCC market, with revenue impact expected in the next six months.
- A significant strategic move was the signing of an SPA to acquire an 80.87% stake in Autopay Payment Solutions, aiming to integrate payment technology and pursue a PPI license.
- The company is advancing its technology by developing 12 specialized AI agents under its 'Noxi AI' platform to enhance personalization and operational efficiency.
- International expansion is gaining traction with two banks onboarded in Africa and active client engagement in the US and Australia.
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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