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Pine Labs Books Second Straight Quarterly Profit After IPO on Margin Gains

Margins improved following a software-led, capex-light transition that reduced device depreciation, with ESOP charges trending lower.

Overview

  • Pine Labs reported a consolidated net profit of about Rs 6 crore for Q2 FY26, reversing a year-ago loss and extending its post-listing profit streak.
  • Revenue from operations rose roughly 18% year-on-year to about Rs 650 crore as cost growth lagged sales expansion.
  • EBITDA doubled with margins widening to 11.6%, while adjusted EBITDA increased to Rs 122 crore with a 19% margin, indicating stronger operating leverage.
  • The company processed its highest-ever quarterly GTV of over $48 billion, with transactions up about 44% year-on-year and its merchant base surpassing one million.
  • International business grew roughly 30% and contributed 17% of revenue across about 20 countries, while the stock traded slightly lower near Rs 247.6 on the BSE.