Dreamfolks Services Limited — PPTs, 29-05-2026: Investor Presentation

Dreamfolks Services faced a challenging FY26 with revenue at 660.6 Cr and adjusted EBITDA at 25.0 Cr, down from FY25 due to shifts in the domestic credit card ecosystem and geopolitical headwinds. Despite this, global lounge transactions grew 140% year-on-year, and net worth increased 4.3% to 313.8 Cr, with 150.9 Cr in cash.

Strategic moves include acquiring Ten11 Hospitality for railway lounge expansion and Easy To Travel (ETT) for accelerating global reach, particularly in the Middle East and South-East Asia. The company launched DreamFolks Club 2.0, marking its entry into B2C comprehensive lifestyle memberships. They also expanded services with a coffee program and app-based airport transfers, adding over 320 global airport outlets and 3500+ social clubs.

Management emphasizes strengthening the business through tech and innovation. They are confident in future growth as global, railway, and lifestyle segments scale, capitalizing on strong industry tailwinds in global airport lounges and Indian railways. The focus is on diversifying clients beyond banking and increasing wallet share across 20+ services.