Dreamfolks Services Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Dreamfolks Q1 FY26 performance: Revenue up 8.8% YoY to INR 349 Cr, Adjusted EBITDA rose 18.7% to INR 30 Cr, and PAT increased 24% to INR 21 Cr. Gross margin improved to 13.3%. Lounge services contributed ~93% of revenue, with 2.58 million pax.

Management acknowledges some banks partially shifted lounge programs, but contracts remain, and other programs are active. Dreamfolks is accelerating diversification into non-lounge services like golf, railway lounges, wellness, Coffee at Malls, and social clubs, aiming for them to contribute one-third of revenue quicker. They are expanding globally and onboarding new enterprise clients. Sentiment is confident in building a resilient business by broadening offerings beyond airport lounges.