Cash Ur Drive Marketing Limited · NSE:CUDML
Cash Ur Drive Marketing — H2 FY26 Earnings Presentation
33 slides from Cash Ur Drive Marketing's earnings presentation, Jun 2, 2026
Slide 1: Intimation of Investor Presentation to NSE
E: info@cashurdrive.com W: www.cashurdrive.com To, Dated: 02 June 2026 The Manager- Listing Compliance National Stock Exchange of India Limited Listing Department Exchange Plaza, Plot no. C-1, G Block, Bandra –Kurla Complex, Bandra (East), Mumbai – 400051 NSE Symbol: CUDML ISIN: INE0WL201014 Sub: In
Slide 2: H2 FY26 Investor Presentation
Cash Ur Drive Marketing Limited H2 FY26 Investor Presentation MONETIZING NEW AGE INFRASTRUCTURE
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides have been prepared by Cash Ur Drive Marketing Limited (“CUD”, The Company), and have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and s
Slide 4: H2 & 12M FY26 Financial Highlights – Standalone
H2 & 12M FY26 Financial Highlights – Standalone H2 FY26 ₹113.41 Cr 45.89% ₹20.02 Cr 86.14% 18.41% 419 Bps ₹18.52 Cr 94.50% 16.33% 408 Bps Total YoY YoY EBITDA YoY Net YoY Net Profit YoY EBITDA Income Growth Growth Margin Growth Profit Growth Margin Growth FY26 ₹192 Cr 35.12% ₹33.58 Cr 59.26% 17.99%
Slide 5: H2 & 12M FY26 Profit & Loss Statement - Standalone
H2 & 12M FY26 Profit & Loss Statement - Standalone All Figures In ₹ Cr & Margin In %) Particulars H2 FY26 H2 FY25 Y-o-Y FY26 FY25 Y-o-Y Net Sales 108.79 75.70 186.67 139.32 Other Income 4.62 2.04 5.71 3.05 Total Income 113.41 77.74 45.89% 192.38 142.37 35.12% Expenses Cost of Services/Goods 78.5416
Slide 6: FY26: A Defining Year of Growth, Strategic Progress and Future Readiness
FY26: A Defining Year of Growth, Strategic Progress and Future Readiness "FY26 has been a transformational year for Cash Ur Drive, marked by strong financial performance, strategic expansion, and the successful execution of our long-term growth vision. Our ability to deliver healthy growth in Total
Slide 7: Recent Strategic Expansion & Order Wins
Recent Strategic Expansion & Order Wins Urban Mobility Platform EV Charging Platform EV Infrastructure Concession ~19.06% stake acquired in Kolkata 50% stake in Charj Karo Greentech 10-year DBFOM concession from Call Taxi Private Limited from Mobility Private Limited with advertising Nagar Nigam Ris
Slide 8: Building India's largest Mobility Media Infrastructure Platform
Building India’s largest Mobility Media Infrastructure Platform Cash Ur Drive Marketing Limited is a mobility-led media infrastructure company enabling brands to access high-frequency urban audiences through scalable, asset- light monetization of transit and public infrastructure. The company operat
Slide 9: Scale & Performance at a Glance
Scale & Performance at a Glance Corporate & Operating Scale Media Asset Footprint Financial Strength: FY26 • 17+ Years Of Expertise • 1 Million+ Cabs • 1,900+ Buses • Total Income: ₹192.38 Crore • 5,000+ Campaigns • 498+ EV Charging Stations • EBITDA Margin: 17.99% • 2,000+ Clients Served • 25+ Citi
Slide 10: Charting a Growth Journey Across Media, Mobility and Infrastructure
Charting a Growth Journey Across Media, Mobility and Infrastructure Industry Recognition & Capital Markets • 2024 – BW Retail World Awards – Campaigns: Netflix (Archies), M&S • 2025 – BW Merit Awards – Campaigns: CharjKaro, Zoho • 2025 – OOHwards – Campaign: McDonald's • 2025 – Listed on NSE Emerge;
Slide 11: Business Model: Asset-Light, Transit-Led Media Monetization Platform
Business Model: Asset-Light, Transit-Led Media Monetization Platform Asset Aggregation (Supply Side) Inventory Creation Client Acquisition & Execution Dual Revenue Engine Technology Layer • Exclusive / Semi-exclusive • Converts Mobility Assets Into • Direct Engagement With Brands • Exclusive Media:
Slide 12: Integrated Media Solutions Across Transit, Outdoor, Digital & EV Ecosystems
Integrated Media Solutions Across Transit, Outdoor, Digital & EV Ecosystems Transit Media EV Charging Media Outdoor Advertising Digital OOH (DOOH) Print & Broadcast Media • Bus • Ev Charging Stations • Billboards • LED Screens • Newspaper Advertising • Electric Bus • Media Formats Integrated • Bus S
Slide 13: Go-To-Market Strategy
Go-To-Market Strategy Focused Transit-led Market Positioning Asset-light, Scalable Model • Focus on transit and mobility-led media (buses, EV • No capex-heavy ownership; operates via media rights & fleets, charging infra) partnerships • Targets high-frequency, on-the-move audience (~80% • Rapid scal
Slide 14: Strategic Ecosystem Partnerships & Strong Client Portfolio
Strategic Ecosystem Partnerships & Strong Client Portfolio Media And Transit Partner Multimedia Transit OOH Marquee Clients Serving 100+ Clients Across 25+ Cities, Backed By An Extensive Pan-India Network Investor Presentation 13
Slide 15: Operational EV Infrastructure Footprint
Operational EV Infrastructure Footprint Key Charging Stations Across 6 Cities Delhi Chandigarh Agra Kashipur Dehradun Rishikesh 456 EV Charging Stations 15 EV Charging Stations 3 EV Charging Stations 10 EV Charging Stations 7 EV Charging Stations 10 EV Charging Stations 19 Battery Swapping Stations
Slide 16: Recent Projects
Recent Projects RedBus (Primo) FLIXBUS Uber Uber Uber Flipkart McDonald’s Name of the place NameUNIQLO of the place Ikea Name of the place Investor Presentation 15
Slide 17: Marque Project Highlights
Marque Project Highlights Center Fruit McDonald’s Ikea Name of the place HAPPYDENT Name of the place Uber Name of the place Uber Investor Presentation 16
Slide 18: Balanced Revenue Model: Exclusive and Trade Media
Balanced Revenue Model: Exclusive and Trade Media Exclusive Media Trade Media (Secured / Contracted Inventory) (Third-Party Inventory Procurement) Direct | Controlled | Long-Term Campaigns External | Flexible | Short-Term Campaigns Revenue Contribution Revenue Contribution (In Cr) (In Cr) 70 140 127
Slide 19: Strong Presence Across High-Density Transit Markets
Strong Presence Across High-Density Transit Markets FY26 State-wise Fleet (In %) FY260.00% 10.00% Stat-wise 20.00% Revenue 30.00% 40.00% Contribution (In %) 50.00% Delhi 41.71% 27.64% Uttar Pradesh 20.96% 6.69% 36.03% Maharashtra 11.54% 11.58% Haryana 10.69% 15.49% Karnataka 3.87% 2.57% Others* 11.2
Slide 20: Favorable Industry Tailwinds Driving Growth in Transit and OOH Media
Favorable Industry Tailwinds Driving Growth in Transit and OOH Media OOH Media Growth Digital OOH (DOOH) Scaling • OOH advertising growing at ~10%, driven by rising • DOOH revenues growing at ~78% YoY mobility and premium urban locations • Contributes ~12% of total OOH revenues • Growth led by trans
Slide 21: EV Ecosystem Creating a High-Growth, High-Visibility Media Opportunity
EV Ecosystem Creating a High-Growth, High-Visibility Media Opportunity Rapid Expansion of EV Ecosystem • EV penetration expected to grow from ~5% to 40%+ by 2030 (Bain) • EV ecosystem projected to generate $100+ billion opportunity (Bain) Charging Infrastructure Scale-Up • Target to deploy 72,000 fa
Slide 22: Way Ahead
Way Ahead Scale-Up of Exclusive Media • Increase share of exclusive media (higher-margin segment) • Targeting ~50% revenue mix over next 3–5 years • Focus on long-term contracts (3–5 years) for revenue visibility Expansion Across Transit Infrastructure • Expansion into new geographies (South India,
Slide 23: Structured Risk Management Framework
Structured Risk Management Framework Risk Mitigation • Long-term agreements with fleet operators, municipalities & EV partners; diversified partner base • Dependence on Key Partnerships & Contracts to reduce concentration risk • Broad client base across industries; focus on multi-city campaigns and
Slide 24: Board of Directors with Strong Governance & Strategic Oversight
Board of Directors with Strong Governance & Strategic Oversight Ms. Parveen K Khanna Whole time Director Experience: 15+ Years Mr. Bhupinder Kumar Khanna Mr. Raghu Khanna Non-Executive Director Chairman & Managing Director Experience: 38+ Years 15+ Years of Experience Category Creator| First-mover v
Slide 25: Management Team Driving Growth & Strategic Execution
Management Team Driving Growth & Strategic Execution Raghu Khanna Rajat Singhal Nitesh Nagpal Chairman & Managing Director Chief Financial Officer Chief Business Officer 15+ Years of Experience 16+ Year of Experience 10+ Years of Experience Sonika Yadav Gagan Mahajan PR/IR Head Company Secretary 12+
Slide 26: Consistent Financial Performance with Strong Earnings Visibility
Consistent Financial Performance with Strong Earnings Visibility Revenue Scale-Up EBITDA Outpacing Revenue Margin Expansion ₹81.80 Cr → ₹186.67 Cr | ~32% CAGR ₹6.47 Cr → ₹33.58 Cr | ~73% CAGR EBITDA: 7.91% → 17.99% (+1,008 bps) • Driven by multi-city expansion • Growth led by operating leverage PAT:
Slide 27: Strong Earnings Growth Supported by Operating Leverage
Strong Earnings Growth Supported by Operating Leverage All Amount ₹ In Cr & Margins In % Revenue EBITDA PAT PAT Margin EBITDA Margin 33.58 20.00% 192.38 17.99% 29.40 18.00% 15.13% 16.00% 15.28% 142.00 14.00% 21.08 12.52% 12.00% 111.00 17.82 10.68% 10.00% 83.03 7.91% 7.82% 11.86 8.00% 6.69% 6.00% 7.9
Slide 28: Standalone Profit & Loss | Cash Flow Statement
Standalone Profit & Loss | Cash Flow Statement All Amount ₹ In Cr & Margins In % Particulars FY26 FY25 FY24 FY23 Revenues 186.67 139.32 101.89 81.80 Other Income 5.71 3.05 9.10 1.23 Total Income 192.38 142.37 110.99 83.03 Operating Expenses 135.57 102.24 76.24 63.41 Employee Costs 10.58 9.15 6.11 5.
Slide 29: Standalone Balance Sheet Statement
Standalone Balance Sheet Statement (In ₹ Cr) (In ₹ Cr) Equities & Liabilities FY26 FY25 FY24 FY23 Assets FY26 FY25 FY24 FY23 Equity 17.65 13.18 6.00 0.10 Non-Current Assets Reserves And Surplus 118.71 41.46 16.06 20.34 Fixed assets 8.20 2.25 1.46 1.05 Total Equity 136.36 54.64 22.06 20.44 Non-Curren
Slide 30: Key Financial Ratios & Return Metrics
Key Financial Ratios & Return Metrics ROE ROCE Current Ratio Receivable Turnover Ratio In % In % In Times In Times 53.75 3.76 38.10 2.39 34.47 2.74 32.62 2.43 2.50 27.19 24.30 24.23 1.53 21.56 1.13 0.99 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 Payable Turnover
Slide 31: Investment Rationale
Investment Rationale Early Positioning in EV Advertising Layer Asset-Light Model Driving Scalable Growth • EV-led media already contributing ~22% within exclusive • Asset-light model enables rapid expansion across segment cities without capex lock-in • Direct exposure to EV buses, charging infra, an
Slide 32: Stock Data
Stock Data As on 01-06-2026 As on 31-03-2026 NSE: BULKCORP | ISIN: INE0SZ301012 Share Holding Pattern Share Price (₹) 163.95 42.77% Market Capitalization (₹ Cr) 276 Promoter & Promoter Group No. of Shares Outstanding 1,76,45,800 Public Face Value (₹) 10 57.23% 52-week High-Low (₹) 166.50/84.95 Share
Slide 33: Thank You
Thank You Cash Ur Drive Marketing Limited World Trade Tower, Delhi Noida Direct Flyway, Central Auto Market, Block B, Sector 16, Noida, Uttar Pradesh 201301 Phone: 093154 00700 Email: sales@cashurdrive.com Website: www.cashurdrive.com Kirin Advisors Private Limited 713-B, Lodha Supremus II, Wagle Es
Cash Ur Drive Marketing — H2 FY26 Earnings Presentation on 6ix