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Naveen Kumar

3rd Aug · SEBI-Registered Analyst

$MOBIKWIK Result expectation

Good chance — Sustained turnaround: OP swung -41.45(Jun25)→-15.49→6.70→10.10(Mar26) Cr, NP -41.92→-28.62→4.05→4.38, 3 straight improving qtrs. Revenue steady growth (271→270→289→289 Cr, +6-8% YoY), no major one-off (Other Income modest, declining). Jun25 base deeply loss-making, easy YoY comp; margin recovery genuine, UPI growth strong. Stock reaction note: Range-bound 196-211 last 6M, no distribution, fresh setup possible.

#Miscellaneous#EquityResearch#MacroViews#FundamentalViews#TechnicalViews
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