Vertoz Limited: Navigating Growth with AI and Global Ambition in Q2 FY26

Vertoz Limited, an AI-powered MadTech and CloudTech platform, has reported a robust performance for the second quarter of Fiscal Year 2026, demonstrating consistent growth and strategic clarity. The company's financial results underscore a strong combination of growth in sales, effective cost controls, and operational strength, contributing to a sustained upward trend. Management expressed confidence in the company's trajectory, highlighting its ability to maintain course amidst global market uncertainties by focusing on continuous improvement, adaptability, and intentional growth.

On a consolidated basis, Vertoz delivered impressive numbers for Q2 FY26. Revenue from operations stood at ₹72.26 crore, marking a 14% year-on-year increase. This growth was complemented by a significant 53% surge in EBITDA, reaching ₹10.44 crore, and a 10% rise in Profit After Tax (PAT) to ₹7.24 crore. The company maintained healthy margins, with a consolidated EBITDA margin of 14% and a PAT margin of 10%. For the first half of FY26, consolidated revenue reached ₹142.75 crore, up 15% from the previous year, with EBITDA at ₹20.43 crore (up 30%) and PAT at ₹13.71 crore (up 11%). These figures reflect a steady and reliable consolidated business, while standalone operations have emerged as a clear growth engine, showing aggressive improvements in margins and profitability.

Strategic Pillars: AI, Global Reach, and Acquisitions

Vertoz's strategic initiatives are firmly rooted in leveraging AI, expanding its global footprint, and pursuing strategic acquisitions. The company's core focus areas, MadTech (Marketing and Advertising Technology) and CloudTech (Cloud Infrastructure and Digital Identity), are both experiencing significant market growth. The global MadTech market is valued at $4 trillion, with AdTech projected to grow at a CAGR of 13.7$2 trillion, with cloud computing expected to grow at a CAGR of 14.0% and the domain name industry at 8-10% CAGR.

To capitalize on these opportunities, Vertoz is actively expanding its global presence, particularly in North America, the Middle East, and select Asia-Pacific markets. The strategy involves deepening partner-led distribution and expanding its performance and cloud reseller networks rather than solely opening new offices. This approach has already shown traction, with a substantial percentage of consolidated revenue having an international contribution in Q2 FY26.

Innovation through AI is another critical pillar. Vertoz is deploying AI tools for essential functions like domain health checks, automated SSL alerts, and anomaly detection in uptime performance. Looking ahead, the company is building advanced AI-led modules for attribution, fraud minimization, and campaign quality scoring. These advancements are expected to further enhance margins and scalability, reinforcing Vertoz's position as an AI-powered platform.

Operational Highlights and Future Outlook

Operationally, Q2 FY26 saw a 36% increase in the number of campaigns compared to the same quarter last year. While digital and ad-tech campaign performance was flat quarter-on-quarter, the overall volume of campaigns grew. In the CloudTech segment, Vertoz registered 43% more domains in Q2 FY26 year-on-year, demonstrating strong traction in domain management. SSL renewals, uptime, and service performance also showed steady improvement.

Management's perspective emphasizes consistency and adaptability. Despite global market uncertainties, the business has stayed on course, focusing on continuous improvement and building with intent. The company is heading into the second half of FY2026 with solid momentum, driven by increased efficiency and a sharper earnings profile. Vertoz is also actively evaluating strategic acquisition opportunities that align with its MadTech and CloudTech roadmap, seeking to integrate technology, distribution, or capabilities that can accelerate its growth.

Conclusion: Empowering the Digital Landscape

Vertoz Limited's Q2 FY26 performance reflects a company strategically positioned for sustained growth in the evolving digital landscape. With a strong financial foundation, a clear focus on AI-driven innovation, and an ambitious global expansion strategy, Vertoz is not just participating in the MadTech and CloudTech revolution but actively shaping it. The company's commitment to empowering the digital landscape through its AI-powered platform and diversified offerings signals a confident outlook for investors and stakeholders alike.