Q4 2026 Dreamfolks Services Ltd Earnings Call Transcript
Key Points
- Dreamfolks Services Ltd (BOM:543591) has transformed into a comprehensive travel and lifestyle benefit platform, expanding beyond lounge access to include services like spa access, room upgrades, and app-based airport transfers.
- The company reported a strong 140% year-on-year growth in transaction volumes from its global lounge program, indicating successful international strategy execution.
- Dreamfolks Services Ltd (BOM:543591) has expanded its railway lounge footprint, enhancing service quality and reducing reliance on third-party operators.
- The acquisition of Easy to Travel is expected to strengthen Dreamfolks' international presence and diversify its client base.
- Dreamfolks Services Ltd (BOM:543591) has been recognized with several prestigious awards, highlighting its commitment to innovation and customer excellence.
- The company reported a significant decline in revenue from INR1,291.9 crores in FY25 to INR660.60 crores in FY26, primarily due to a structural reset in its domestic business.
- Gross profits for FY26 decreased to INR74.2 crores from INR150.1 crores in FY25, reflecting financial challenges.
- Adjusted EBITDA for FY26 dropped to INR25 crores from INR102.1 crores in the previous year, indicating reduced profitability.
- The company is experiencing a transition period, with near-term profitability affected by changes in the domestic market.
- Dreamfolks Services Ltd (BOM:543591) is still in the process of onboarding international clients, with no specific deals announced yet in the Middle East or Southeast Asia.
Ladies and gentlemen, good day and welcome to the Dreamfolks Services Limited Q4 and FY26 Earnings Conference Call. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Vibhor Jain, Head of Investor Relations. Thank you, and over to you, sir.
Thank you, [Dhavan]. Good evening, everyone. I welcome you all to three folks, Q4 and FY26 earnings call. We have with us Ms. Liberatha Kallat, Chairperson and Managing Director of the company. Mr. Balaji Srinivasan, Executive Director and Chief Technology Officer. Mr. Shekhar Sood, Chief Financial Officer and Mr. Sandeep Sonawane, Chief Business Officer.
Now, before I hand out the call to Ms. Kallat, I would like to highlight the Safe Harbour statement is on the slide of the investor presentation and it is assumed to be read and understood. Over to you.
Good
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