In , Mobavenue AI Tech Ltd (Computer Education) is outperforming Nifty 500 with +12.5% relative strength. Fundamentals: Weak. On a 4-week streak.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Apr 18, 2026
What: International Revenue Share: 10.5%
“Our global expansion continues to strengthen geographical diversification with international markets contributing today 10.5% of 9 months FY '26 revenue.”
What: EBITDA Margin: 22.2%
Impact: 113% EBITDA growth
“These are just not growth numbers for us; together they demonstrate operating leverage. They reflect a business where scale and margin can coexist.”
What: Revenue per Outcome: ₹47.45
“expansion was primarily driven by better yield from our AI-powered optimization... shift in our revenue mix towards premium and high-impact video formats”
What: Revenue Growth: 67.2% YoY
“Growth was further supported by effective cross-selling and upselling of our multi-platform capabilities within our existing customer base”
What: Industry Growth: 19% (India)
“shift which is happening what we are seeing from linear TV to connected TV... represents a very structural change and this plays very key strength”
What: EBITDA growth of 113% YoY to ₹12.25 Cr.
“EBITDA increased to an INR12.25 crores, more than doubling year-on-year, approximately 113% growth. PAT increased from INR3.67 crores to INR7.61 crores, approximately 107% growth.”
Earnings deceleration risks from management commentary
Trigger: Unfortunate regulatory environment in India regarding RMG.
Impact: PAT impact: 1.4% negative contribution in Q3
Management view: Diversified the revenue base into other sectors like Quick Commerce and BFSI to mitigate the impact.
Monitor: regulatory
Trigger: Increased allocation toward premium inventory and investment in platform infrastructure.
Management view: Offset by improved revenue per outcome and stronger conversion yields.
Monitor: commodity
Key quotes from recent conference calls
“Your EBITDA margins should be between 20, and your PAT margins we continue to put it across above 13%. [Previous EBITDA Margin guidance]”
“India as a domestic country is growing by 19%. And we believe with our platform-led approach and outcome-driven model, we will be growing more than 30%. [Previous Revenue Growth guidance]”
“We've recently announced in a corporate action that we've set up our operations and we are expanding in LatAm region... we will be expanding to ASEAN market [Initiative: Global Expansion (LatAm, ASEAN, UK)]”
“Our core predictive bidding and consumer intelligence engines for more relevance and efficiency has been increased... progressively transitioning towards agentic AI journeys. [Initiative: AI Center of Excellence]”
Headline numbers from the latest earnings call
Revenue
₹55.12 Cr
Why: Growth was driven by robust direct advertiser demand across key sectors including Quick Commerce, BFSI, Fintech, Travel, Retail, and Consumer Goods.
Revenue growth was significantly higher on a year-on-year basis compared to sequential growth.
EBITDA
₹12.25 Cr
Why: Expansion was driven by improved revenue per outcome and stronger conversion yields which offset increases in supply and data costs.
EBITDA more than doubled year-on-year, reflecting significant operating leverage.
PAT
₹7.61 Cr
Why: Profit growth followed EBITDA expansion and disciplined cost management of employee benefits and operating expenses.
PAT margins remained stable at 13.8% despite increased investments in AI/ML training.
Other Highlights
• International markets contributed 10.5% of 9 months FY '26 revenue.
• Revenue per outcome increased from INR45.89 in Q2 to INR47.45 in Q3.
• Outcome-linked revenue reached 92% of total Q3 revenue.
Sub-sector-specific signals from the latest concall — each with management's stated reason for the change
Revenue Per Outcome (RPO)
₹47.45
Why: Driven by better yield from AI-powered optimization and a shift towards premium video formats.
Outcome-Linked Revenue %
92%
Why: Steady migration towards platform-driven business and higher quality monetization mix.
International Revenue %
10.5%
Why: Driven by direct enterprise expansion and deeper engagement with agency partners in global markets.
Daily Data Signals Processed
100 Crore+
Why: Volume continues to grow as the client base expands and the company enters global markets.
System Response Time
12-15 ms
Why: Significantly faster than traditional industry benchmarks of 50+ milliseconds.
AI Training Data Volume
50 Terabytes
Why: Models are now trained on large-scale behavior and contextual data sets in nearly 1 hour.
Direct Enterprise Customers
80+
Why: Well diversified client portfolio using platforms directly.
User Profiles Built
100 Million+
Why: Profiles help identify which users are prone to specific advertisers or brands.
Forward-looking targets from management for Annual
Revenue Growth Target
30%
OPM Guidance
20%
Capex Plan
₹50 Cr
30%+
Targeting EBITDA margin profile of around 20% and above.
₹50 Cr
Platform enhancement, AI stack building, and global expansion.
Guidance Changes
Capital Raise: ₹100 Cr → ₹50 Cr (Initial Allotment)
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +1285% | — | Stable |
| PAT (Net Profit) | +753% | +80% | Stable |
| OPM | 21.3% | -503 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Apr 18, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Mobavenue AI Tech Ltd's latest quarterly results (Mar 2026) show
Mobavenue AI Tech Ltd's profit is growing with an stable trend.
Mobavenue AI Tech Ltd's revenue growth trend is stable.
Mobavenue AI Tech Ltd's operating margin is volatile.
Mobavenue AI Tech Ltd's long-term compounding rates
Mobavenue AI Tech Ltd's earnings growth is stable with positive momentum on a sequential basis.
Mobavenue AI Tech Ltd's trailing twelve month (TTM) performance
Mobavenue AI Tech Ltd appears significantly overvalued based on our fair value analysis.
Mobavenue AI Tech Ltd's current PE ratio is 76.0x.
Mobavenue AI Tech Ltd's current PE is 76.0x.
Mobavenue AI Tech Ltd's price-to-book ratio is 24.6x.
Mobavenue AI Tech Ltd is rated Weak with a fundamental score of 37.99/100. This score is calculated from objective financial metrics
Mobavenue AI Tech Ltd has a debt-to-equity ratio of N/A.
Mobavenue AI Tech Ltd's return ratios over recent years
Mobavenue AI Tech Ltd's operating cash flow is positive (FY2026).
Mobavenue AI Tech Ltd's current dividend yield is 0.07%.
Mobavenue AI Tech Ltd's shareholding pattern (Jun 2026)
Mobavenue AI Tech Ltd's promoter holding has remained stable recently.
Mobavenue AI Tech Ltd has been outperforming Nifty 500 for 4 consecutive weeks, indicating building momentum.
Mobavenue AI Tech Ltd is an established outperformer with 4 weeks of consecutive Nifty 500 outperformance.
Mobavenue AI Tech Ltd has 6 key growth catalysts identified from recent earnings analysis
Mobavenue AI Tech Ltd has 2 key risks worth monitoring
In Q3 FY26, Mobavenue AI Tech Ltd's management highlighted
Mobavenue AI Tech Ltd's management has provided the following forward guidance for Annual
Mobavenue AI Tech Ltd's most important sub-sector-specific KPIs from the latest concall
Based on quantitative research signals, here is why Mobavenue AI Tech Ltd may be worth studying
Mobavenue AI Tech Ltd investment thesis summary:
Mobavenue AI Tech Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
