Mobavenue Ai Tech Limited · BSE:MOBAVENUE
Mobavenue Ai Tech — Q2 FY2026 Earnings Presentation
39 slides from Mobavenue Ai Tech's earnings presentation, Nov 13, 2025
Slide 1: BSE filing cover letter for investor presentation
13th November, 2025 To, The Chief General Manager Listing Operations. BSE Limited P.J Towers, Dalal Street, Fort, Mumbai - 400 001 Scrip Code: 539682 Subject: Investor Presentation for the Quarter and Half year ended 30th September, 2025. Ref: Regulation 30 of Securities and Exchange Board of India
Slide 2: Q2 FY2026 Investor Presentation
(formerly known as Lucent Industries Limited) A Global AI-Powered Advertising, Marketing & Consumer Growth Platform Engineering Outcomes. Shaping Digital Growth. Q2 FY2026 Investor Presentation For The Quarter Ending September 2025
Slide 3: The Group Journey & Transformation
The Group Journey & Transformation February 2010 - August 2024 September 2024 - March 2025 April 2025 - October 2025 ● Listing of Lucent Industries Limited on BSE ● Change in Promoters & Management ● Launch of OrbitX (formerly known as Sylph Education Solutions Private Limited) Appointed a new leade
Slide 4: Mobavenue Snapshot - We Drive Digital Growth For Businesses
Mobavenue Snapshot - We Drive Digital Growth For Businesses Group Revenue Insights Group EBIDTA Insights INR 10,073 Lakhs in H1FY26 INR 1,977 Lakhs in H1FY26 INR 5,432 Lakhs in Q2FY26 INR 1,104 Lakhs in Q2FY26 Group EBIDTA Margin Insights Group PAT Margin Insights 19.63% in H1FY26 13.20% in H1FY26 2
Slide 5: Strengthening Mobavenue's Outcome-Based Growth
Strengthening Mobavenue’s Outcome-Based Growth The second quarter of FY26 has been a period of strong operational progress for Mobavenue AI Tech Limited — and more importantly, a quarter that reaffirmed the power of our AI-first vision and outcome-based business model in advertising and marketing. O
Slide 6: Key Consolidated Metrics For The Quarter
Key Consolidated Metrics For The Quarter Consolidated Q2 FY 2026 Revenue EBITDA PAT 5,432 1,104 731 (INR Lakhs) (INR Lakhs) (INR Lakhs) Consolidated H1 FY 2026 Revenue EBITDA PAT 10,073 1,977 1,330 (INR Lakhs) (INR Lakhs) (INR Lakhs)
Slide 7: Key Financial & Growth Highlights (Q1 Vs Q2 FY26)
Key Financial & Growth Highlights(Q1 Vs Q2 FY26) Revenue from Operations EBITDA (INR Lakhs) Profit After Tax (INR Lakhs) (INR Lakhs) 6000 6000 6000 5000 5000 5000 4000 4000 4000 3000 3000 3000 2000 4,641 5,432 2000 874 1,104 2000 601 731 1000 1000 1000 0 0 0 Q1 FY 2026 Q2 FY 2026 Q1 FY 2026 Q2 FY 20
Slide 8: Consolidated Financial Result For September 2025
Consolidated Financial Result For September 2025 (INR in lakhs) Quarter Ended Half Year Ended Year Ended Particulars 30th Sep 25 30th Jun 25 30th Sep 24 30th Sep 25 30th Sep 24 31st Mar 25 Unaudited Unaudited Unaudited Unaudited Unaudited Audited Income Revenue from operations 5,432 4,641 1,005 10,0
Slide 9: Business Metrics - Revenue Per Outcome (RPO)
Business Metrics - Revenue Per Outcome (RPO) (Q1 Vs Q2 FY26) # No. of Outcomes (mn) X Revenue Per Outcome (INR) = RPO Based Revenue (INR Lakhs) Q2 FY2026 9.83 45.89 4514.06 VS Q1 FY2026 9.00 44.99 4049.47 *RPO calculation is for MMPL only.
Slide 10: Recent Industry Accolades & Awards
Recent Industry Accolades & Awards Mobavenue has been honored with the prestigious 2025 Champions of Scale Award by Aerospike, the industry leader in high-performance real-time databases powering some of the world's largest enterprises. The recognition reinforces Mobavenue's AI Tech Platforms' impac
Slide 11: Company Introduction
Company Introduction
Slide 12: Company Overview
Company Overview Our Businesses Mobavenue AI Tech Limited is a digital-first group An AI-powered ecosystem that unifies brand building AI-powered advertising, marketing, and performance and outcome-based marketing into real, consumer media platforms that drive measurable measurable results - engagin
Slide 13: Our Purpose
Our Purpose Mission Vision To revolutionize business growth by delivering To become a leading global provider of AI-driven measurable outcomes through our proprietary AI- business growth solutions by 2030 - pioneering powered platforms innovation in technology-powered advertising, marketing, and mon
Slide 14: Led By A Dynamic Team & Culture
Led By A Dynamic Team & Culture Executive Directors & KMP v Ishank Joshi Tejas Rathod Kunal Kothari Managing Director Director & Chief Chairman & Chief & Chief Executive Technology Officer Operating Officer Officer Independent Directors Compliance Officer Advisor* v Manali Gohil v Ben John v Amit Mu
Slide 15: 40+ Awards & Recognitions
40+ Awards & Recognitions Aerospike 2025 Best AI Tech Agency of MarTech Agency of Best Demand-Side Most Promising Mobile Champions of Scale the Year the Year Technology Platform of the Year Industry Associations Featured In
Slide 16: Solving For The Current Industry-Wide Challenges
Solving For The Current Industry-Wide Challenges KEY ATTRIBUTES CORE CHALLENGES MOBAVENUE SOLUTIONS Transparency issues leading to lack of visibility Platform focus to provide better transparency on ad Transparency into performance and placements performance and placements Low ROAS leads advertisers
Slide 17: Our Growth Stack - Turning Advertising Into Outcomes
Our Growth Stack - Turning Advertising Into Outcomes Mobavenue tech and growth stack TRANSPARENT PLATFORMS Businesses and brands Publishers and suppliers AI AND DECISION Apps CTV Web Travel Fintech Retail D2C Ads spend flows LAYER Ads spend flows DOOH DATA LAYER Outcomes Customers CORE ENGINE Commer
Slide 18: What Sets Us Apart From The Pack
What Sets Us Apart From The Pack AI-powered Outcome-based Advanced targeting Operational scale architecture model • AI-driven audience segmentation • 500M+ user reach • Intelligence at product core • Pay-per-growth revenue • Contextual & behavioural precision • Sub-millisecond decision speed • Cloud
Slide 19: Powering Outcome-Driven Advertising Across Mobile, CTV, Desktop & Internet-Enabled Devices
Powering Outcome-Driven Advertising Across Mobile, CTV, Desktop & Internet-Enabled Devices
Slide 20: Unified AdTech & Consumer Growth Platforms Driving Outcomes
Unified AdTech & Consumer Growth Platforms Driving Outcomes Drive brand awareness Maximize visibility Premium Premium and omnichannel and engagement video networks commerce media programmatic video Streaming & CTV DSP across digital screens Awareness CTV, OTT, DOOH and other streaming Propitiatory C
Slide 21: Through A Powerful, Unified Platform
Through A Powerful, Unified Platform 01 Modular, scalable tech stack 05 Full-funnel visibility 02 Omni-channel delivery 06 Smarter managed control and self-serve 03 Fast, efficient infrastructure backbone 07 AI-powered consumer intelligence 04 ML based engine 08 Adaptative and outcome based decision
Slide 22: Business Model For Advertising & Consumer Growth
Business Model For Advertising & Consumer Growth Insight-driven governance structure Pricing model with incentives to Commercial optimize business flexibility Clearly defined and Outcome-based Focus on what measurable desired outcomes business model and not the how Overall revenue = Total outcomes X
Slide 23: Trusted By Leading Brands
Trusted By Leading Brands Banks and insurance Securities Commerce FinTech Travel OTT and entertainment Agencies
Slide 24: Multi-Pronged Growth Strategy
Multi-Pronged Growth Strategy Entering new business Strategic expansion in vertical segment India’s high-growth Delivering scalable, data-driven marketing channels 01 04 technology to enterprises and mid-sized businesses. Launching proprietary monetization Accelerating presence across Connected TV,
Slide 25: Business Vertical Expansion
Business Vertical Expansion $720B Horizontal Expansion Vertical Expansion $250B (2024) FY25 – FY30 FY26 – FY30 (2025) Mobavenue AI Platforms Consumer & Growth AdTech Platforms MarTech & Monetization Platforms Existing Business Segment New business segment New markets and Selling/ cross- Build more p
Slide 26: Market Opportunity
Market Opportunity
Slide 27: We're Witnessing More Than Just A Digital Evolution
We’re Witnessing More This fundamental shift is towards Than Just A Digital AI – Powered Advertising & Evolution Marketing v v Spanning across Driven by Intelligent Focused on Multiple Screens Automations Measurable Outcomes
Slide 28: India's Digital Economy Growth Story Through Key Metrics
India’s Digital Economy Growth Story Through Key Metrics 491M 106B Social media users UPI transactions worth US$ 272B Rank INR 9 270M 3rd Average E-com users Rank Rank cost per GB 4th 9th Largest digital economy 6 hrs Average daily Fastest growing Global ad time spent on digital ad market market int
Slide 29: India's Ad Industry Driven By Digital Media
India’s Ad Industry Driven By Digital Media India Ad & Digital Ad Market Size (INR '000 cr) 6.9% 19.1% CAGR CAGR Source: e4mevents
Slide 30: The AI-Powered Evolution Of Global Digital Advertising
The AI-Powered Evolution Of Global Digital Advertising Global ad market size (in US$ B) 8.6% 14.7% CAGR CAGR 10% Sources: emarketer | voicebooking | bccresearch
Slide 31: Multiple Strong Geo-specific Tailwinds Delivering Strong Growth
Multiple Strong Geo-specific Tailwinds Delivering Strong Growth Youth-driven digital boom Cost advantage Rapid market expansion Advanced AdTech and marketing innovation Mobile-first consumption Boom in video and vernacular content Acceleration of digital payments Supportive government initiatives
Slide 32: We Are Featured Across Industry
We Are Featured Across Industry
Slide 33: Case Studies
CASE STUDIES
Slide 34: Nykaa case study
About Objective Nykaa is India’s leading omnichannel beauty and lifestyle To scale high-quality user acquisition through platform offering a curated range of authentic products across premium inventory placements makeup, skincare, wellness, and personal care Strategy In the DSP campaign, we reached
Slide 35: UNIQLO case study
About Objective A global leader in casual wear, with over 2,500 stores worldwide, To promote UNIQLO’s Linen Collection for the summer known for its innovative and high-quality fashion essentials season to the relevant audience Strategy Raised awareness through video ads on Connected TV Targeted hand
Slide 36: Bajaj Finserv case study
About Objective Bajaj Finserv is one of India’s leading financial services The aim of the campaign was to boost user companies, offering a comprehensive range of loans, insurance, acquisition focusing on acquiring high intent quality and investment solutions registrations for Bajaj Finserv App Strat
Slide 37: Blinkit case study
About Objective Blinkit is one of India’s leading quick-commerce delivery To drive higher user transactions on the app while platforms, offering instant delivery of groceries and essentials expanding market share in a highly competitive across major cities. quick-commerce landscape Strategy Drove fu
Slide 38: Disclaimer
Disclaimer This presentation has been prepared by Mobavenue AI Tech Limited (the “Company”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any
Slide 39: Thank You!
Thank You! wa Ke Mobavenue Al TECH