Q1 2026 Tbo Tek Ltd Earnings Call Transcript
Key Points
- TBO Tek Ltd (NSE:TBOTEK) reported a 22% increase in revenue and a 19% growth in gross profit, indicating strong financial performance despite industry headwinds.
- The company saw a 5% increase in monthly transacting buyers, reaching over 29,500, showcasing resilience and customer growth.
- Investments in international markets are showing positive early results, with a significant increase in monthly active agents from 8,600 to nearly 11,000.
- The company has successfully increased the efficiency of its Key Account Managers (KAMs), with a 22% improvement in net new travel agent additions.
- TBO Tek Ltd (NSE:TBOTEK) has seen a 69% growth in new customer additions, indicating successful market penetration and expansion efforts.
- The company faced significant disruptions due to geopolitical conflicts and an Air India crash, impacting Q1 performance.
- Europe experienced a slowdown, partly due to the inclusion of Israel in the region, which saw negative sales during the conflict.
- The airline business remains under margin pressure, affecting overall profitability.
- There is a mismatch between Gross Transaction Value (GTV) and revenue growth, raising concerns about long-term alignment.
- SG&A expenses increased by 29%, outpacing revenue growth, which could pressure future margins if not controlled.
Good evening, everyone. I'm Aashvi Shah from Adfactors PR Investor Relations. On behalf of TBO Tek Limited, I would like to welcome you all to the earnings conference call for Q1 FY26.
Today on this call, we have with us from the management, Mr. Ankush Nijhawan, Co-Founder and Joint Managing Director; Mr. Gaurav Bhatnagar, Co-Founder and Joint Managing Director; Mr. Akshat Verma, Whole-time Director and Chief Technology Officer; Mr. Vikas Jain, Chief Financial Officer; Mr. Anil Berera, President, Strategy; Mr. Pramendra Tomar, General Counsel; Mr. Shreshth Mahajan, Associate Director, Investor Relations. We will begin the call with brief opening remarks from the management followed by a Q&A session.
Please note that certain statements made during this call may be forward-looking in nature. Such forward-looking statements are subject to certain risks and uncertainties that would cause the actual results or projections to differ materially from those statements. The TBO Tek Limited will not be in any way responsible for any actions taken
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