Mobavenue AI Tech: Powering Digital Growth with AI-Native Platforms in Q3 FY26

Mobavenue AI Tech Limited, a digital-first and AI-native technology group, has reported a stellar performance for the third quarter and nine months ended December 31, 2025. The company, formerly known as Lucent Industries Limited, is strategically positioned in the advertising, marketing, and consumer growth ecosystem, leveraging AI-powered platforms to deliver measurable outcomes for brands and businesses globally. The latest financial results underscore its robust growth trajectory and disciplined execution in a dynamic global environment.

For Q3 FY26, Mobavenue AI Tech recorded a consolidated revenue of 55.12 Crore, marking an impressive 67.2% year-on-year growth. This strong top-line expansion was complemented by significant improvements in profitability, with EBITDA soaring to 12.25 Crore, a 113% increase from the previous year. Profit After Tax (PAT) more than doubled, reaching 7.61 Crore, up 107% year-on-year. The nine-month period for FY26 also reflects this upward trend, with revenue at 155.85 Crore, EBITDA at 32.02 Crore, and PAT at 20.91 Crore. These consolidated figures highlight not only the company's expanding scale but also its enhanced unit economics.

Financial Highlights: A Snapshot of Growth

The company's financial performance demonstrates consistent growth and margin expansion across key metrics:

This growth was primarily fueled by strong direct advertiser demand across structurally expanding sectors such as Quick Commerce, BFSI, Fintech, Travel, Retail, and Consumer Goods. The company also saw continued momentum in high-growth digital formats like Connected TV (CTV) and video advertising, benefiting from the broader shift towards digital video consumption. Notably, this robust performance was achieved despite a pause in the Real Money Gaming segment in India during the quarter, underscoring the resilience and diversification of Mobavenue AI Tech's revenue base.

Strategic Expansion and Technological Edge

Mobavenue AI Tech's strategic initiatives are clearly aligned with its long-term vision of building a globally scalable, AI-powered platform. The company's core strength lies in its proprietary AI platforms, deep data insights, and execution excellence, which deliver performance-led growth at scale. Its asset-light, full-stack architecture integrates data, media buying, and AI decisioning, enabling scalable operations and geographic expansion.

Recent developments include the commencement of operations in the Latin America (LATAM) region, specifically Brazil, Chile, and Argentina, through its wholly-owned subsidiary, Mobavenue Global Holdings Ltd. This expansion aims to diversify its global revenue base and replicate its proven AI-enabled use cases in rapidly evolving digital economies. Additionally, the company incorporated its first wholly-owned subsidiary in the United Kingdom, further strengthening its international footprint. These moves are part of a deliberate strategy to scale capabilities rather than just focusing on geographical presence.

On the product front, Mobavenue AI Tech launched OrbitX, an AI-powered search and contextual advertising platform designed to enhance performance marketing across various channels. The company also expanded PrsmX, its video DSP platform, into new industry verticals, improving ROI and monetization efficiency. Continuous advancements in its AI Center of Excellence and ML infrastructure are enabling deeper automation and more predictable outcomes across markets and verticals.

Capital Allocation and Corporate Governance

Mobavenue AI Tech has demonstrated disciplined capital allocation, with a primary focus on strengthening its AI stack, accelerating product innovation, and pursuing strategic expansion opportunities. The company recently approved a preferential issue of equity shares, with an initial allotment of 50 Crore, to support these growth initiatives, including strategic acquisitions and technology enhancement. This approach ensures that investments are aligned with its long-term capability building roadmap and sustainable value creation.

Furthermore, the company has undertaken key corporate activities to bolster its talent and operational efficiency. This includes the approval of the 'Mobavenue AI Tech Limited Employee Stock Option Scheme 2025 (ESOP 2025)' to attract, retain, and reward top talent. The company also approved the shifting of its Registered Office from Indore, Madhya Pradesh, to Mumbai, Maharashtra, subject to regulatory approvals, reflecting its evolving operational footprint.

Outlook: Sustained Growth and AI-Driven Future

Looking ahead, Mobavenue AI Tech remains focused on building a technology-first, AI-led ecosystem for advertising, marketing, and consumer growth. Management anticipates sequential growth in Q4 and aims for over 30% sustained annual revenue growth with EBITDA margins of 20% and above in the long term. The company's strategy emphasizes expanding global operations, advancing AI and data-driven products, strengthening partnerships, and maintaining a sustainable and profitable organization.

Mobavenue AI Tech's journey from an assisted optimization model to autonomous growth is a testament to its commitment to innovation. By continuously scaling outcomes, improving monetization quality, and expanding operating leverage, the company is building a durable consumer growth platform designed for long-term compounding value creation. Its ability to leverage India's R&D capabilities for global markets positions it uniquely to capitalize on the rapidly expanding global digital ecosystem.