AvenuesAI Limited (539807) Earnings Call Transcripts

AvenuesAI Limited's Latest Earnings Call - Q4 FY2026

In Q4 and FY '26, AvenuesAI Limited reported a significant revenue increase, with total revenue from operations reaching INR 8,116 crores, up 103% YoY, and a net profit after tax of INR 332 crores, reflecting a 58% increase. Management emphasized a strategic shift towards an AI-first financial infrastructure, indicating that FY '27 will focus on scaling and integrating their ecosystem. No changes to guidance were provided, but management signaled strong optimism about future growth driven by transaction intelligence and embedded finance opportunities.

Reported metrics

Guidance from management

Management maintained a positive outlook for FY '27, indicating that the focus will be on profitable growth, AI-led automation, and ecosystem monetization. They expect operating leverage to improve but do not foresee a significant increase in profitability in the near term.

What management said

Yes, yes. So overall, Rahul, there has been a good merchant wins that we have had in this last Q4 quarter, which has translated into good growth of TPV. So overall merchant traffic across thousands of our merchants were growing and also a lot of big wins that is there. So in India, specifically on the utility, government payments, B2B payments, everything was growing very well. So hence, that relates into the transfo...

To add to what Vishwas said, I mean we've been very focused in terms of merchants who have signed up with us but who have -- normally, you know that merchants will be using multiple payment gateway options. And we have been very consciously going after the merchants to move processing volumes to us. It comes at a cost, but I think it's one worth making. So growth is supported by additional merchants as well as increa...

What analysts pressed on

Analysts expressed concerns about the stagnation in the e-commerce platform segment, which is crucial for margins. There were also questions regarding the pace of AI adoption and the impact of investments in NBFCs on overall margins.

Main topics on the call

• Revenue Growth — AvenuesAI's revenue from operations for FY '26 increased to INR 8,116 crores, a growth of 103% YoY. Management stated, "We delivered our highest ever annual revenue while continuing to maintain profitability and discipli...
• Strategic Shift to AI-First Infrastructure — Management highlighted the evolution towards an AI-first financial infrastructure, stating, "We believe the next decade going forward of value creation will increasingly come from ownership of transaction intelligence, m...
• Embedded Finance and Lending Focus — AvenuesAI is prioritizing embedded finance and lending, with a strategy to remain asset-light. Management noted, "Our approach remains asset-light and ecosystem oriented," emphasizing partnerships with NBFCs for lending ...
• International Expansion Plans — The company is focusing on expanding its international capabilities, particularly in the U.S. market. Management stated, "United States represents an important strategic focus area for us as a country," indicating signif...

Read the full AvenuesAI Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 AvenuesAI Limited earnings call transcripts on record, spanning January 28, 2020 to August 11, 2026. Based on this history, AvenuesAI Limited reports quarterly. The most recent call on file is dated August 11, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

539807

Country

IN

Sector

Financials

Industry

Financial Services

Calls on record

25

First call

January 28, 2020

Most recent

August 11, 2026

Reporting cadence

quarterly