Radiowalla Network Limited (RADIOWALLA) Earnings Call Transcripts

Radiowalla Network Limited's Latest Earnings Call - May 25, 2026

In the earnings call for the second half and full fiscal year 2026, Radiowalla Network Limited reported a total revenue of INR 21 crores, with a net loss of INR 31 lakhs. The company faced challenges in advertising revenue due to geopolitical tensions, which led to a decline in margins. Management indicated that they expect a recovery in advertising spend in Q1 FY 2027, with a target growth rate of 25% to 40% over the next 1-2 years. No changes to guidance were explicitly stated, but management expressed optimism about future revenue streams from new geographical markets and technology integration.

Reported metrics

Guidance from management

Management expects advertising revenue to recover in Q1 FY 2027 and is targeting a growth rate of 25% to 40% over the next 1-2 years. They aim for EBITDA margins to improve to 12% to 15%.

What management said

I think Harpreet, we have covered these points Anyway, we have uploaded this website. So maybe we can move to the next and quickly move on to the question because a lot of questions are coming up on the chat as well.

So about 5,000 -- 5,500 outlets is where we can actually run the advertising. So that's about 15%, 20% of the stores. So not all brands want to run advertising. -- because they want to play their branded content rate. And in that case, they pay us a subscription fees, which covers the cost of providing that service. If they want to run advertising, then we generate advertising and share the revenue with the brands.

What analysts pressed on

Analysts expressed concerns regarding the decline in margins and the impact of geopolitical tensions on advertising revenue. There were questions about client churn and the effectiveness of the company's advertising strategy in a competitive landscape.

Main topics on the call

• Advertising Revenue Decline — Management noted a significant decline in advertising revenue, stating, "the primary reason was because of this war situation, which started somewhere in January, and it was -- the advertisement spends got pulled back." ...
• International Expansion — Radiowalla has opened a subsidiary in the UAE and a step-down subsidiary in Canada, with plans for revenue generation from these markets. Management stated, "the foundations across the geographies have been set," indicat...
• AI Integration in Services — The company is actively integrating AI into its workflows, which is expected to enhance efficiency. Harpreet Singh mentioned, "we are trying to integrate AI into all the workflows we have of a large liability of AI-gener...
• Client Retention and Churn — Management acknowledged client churn as a normal part of the business, stating, "it's just that it happened towards the second half of the business, and it takes time to recoup." They emphasized that the company has a br...

Read the full Radiowalla Network Limited transcript (May 25, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 2 Radiowalla Network Limited earnings call transcripts on record, spanning November 12, 2025 to May 25, 2026. The most recent call on file is dated May 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RADIOWALLA

Exchange

NSEI

Country

IN

Sector

Communication Services

Industry

Media

Calls on record

2

First call

November 12, 2025

Most recent

May 25, 2026