Analysts/Institutional Investor Meet/Con. Call Updates

Zaggle reported Q1 FY27 revenue of 423 Cr (+28% YoY) and adjusted EBITDA of 34.7 Cr (8.2% margin). Margins were impacted by DICE acquisition costs, with revenue from these contracts expected from Q2 FY27. Management prioritizes cash flow optimization, calibrated capitalization, and AI integration for future high-margin growth.

Strategic acquisitions like DICE (spend management) and investment in Unobanc (cross-border payments) are key.

Zagg.Money's annualized card run-rate hit 84,000, while 86400 expanded internationally with LankaPay.

The company signed a 5-year HPCL fleet program deal.

Management maintains its 40% consolidated growth guidance, expecting improved cash flows, with AI driving complex client solutions and higher contract values.

Overall, a period of strategic integration and operational refinement.