Dreamfolks Services Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dreamfolks reported FY25 revenue of INR 1,292 Cr, up 14% YoY, with gross margin at 11.6% and EBITDA margin at 7.9%. PAT stood at INR 65 Cr (5% margin). Q4 revenue grew 12% to INR 314 Cr, with a net profit of INR 15 Cr. The company is shifting from lounge services (93% of revenue) to diversified lifestyle offerings (currently ~7%, targeting 33% in 5 years), adding clients like MakeMyTrip and Amazon. Innovations include a “pay-and-use” model and cloud-based tech platforms to boost customer access and integration. Margins face near-term pressure but are expected to improve as new services scale. Management targets 2.5x revenue growth over five years, driven by enterprise deals, service mix, and expansion. The tone is confident on growth supported by travel and credit card spending trends.