Dreamfolks Services Ltd (BOM:543591)

Q1 2026 Dreamfolks Services Ltd Earnings Call Transcript

Aug 7, 2025 / 11:30 AM GMT

Release Date Price: ₹124.35 (-2.62%)

Transcript

Key Points

Positve

Dreamfolks Services Ltd (BOM:543591) reported a year-on-year revenue growth of 8.8%, reaching INR 349 crore for the quarter.
The company achieved an EBITDA margin of 8.7%, reflecting an 18.7% increase year-on-year.
Dreamfolks is actively diversifying its services beyond airport lounges, with new offerings such as golf, railway lounges, wellness packages, and access to social clubs.
The company has expanded its global footprint, now offering access to over 850 lounges worldwide and 800+ golf clubs.
Dreamfolks is focusing on strategic partnerships and acquisitions to enhance its service portfolio and sustain long-term growth.

Negative

The company faces increased competition as private airport operators are becoming lounge aggregators themselves.
Two major banks have moved some of their lounge programs away from Dreamfolks, indicating potential pressure on existing partnerships.
The revenue from non-lounge services remains relatively low, contributing only 7% of the total revenue.
There is uncertainty regarding the full impact of banks potentially shifting more services away from Dreamfolks.
The company is experiencing rising employee expenses, which could impact profitability if not managed effectively.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DREM.NS - Dreamfolks Services Ltd
Q1 2026 Dreamfolks Services Ltd Earnings Call
Aug 07, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Dream fo Services Limited Q1 F 526 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone.

Please note that this conference is being recorded.

Before we begin, let me remind you this discussion may contain forward-looking statements and may involve known or unknown risks, uncertainties, and other factors. It may be viewed in conjunction with the company's business risk that could cause

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