Dreamfolks Services Ltd | 📊 Quarterly & 9M Financial Results Update

🌟 Overview:

Dreamfolks Services Limited shared unaudited financial results for Q3 and nine months ended Dec 31, 2025, highlighting strategic growth moves and financial performance.

📈 Financial Performance:

Revenue from operations reached ₹607.9 crore in 9M FY26.
Gross profit was ₹80.4 crore in the same period.
Adjusted EBITDA stood at ₹38 crore, indicative of ongoing transition impacts.
The company holds ₹129 crore in cash and cash equivalents, showing solid liquidity.
Net worth increased to ₹326.2 crore as of Dec 31, 2025, up 14.5% YoY.

🤝 Strategic Acquisitions:

Acquired Ten11 Hospitality, which operates premium railway lounges in Chennai, Mumbai, and soon Vadodara. This grants Dreamfolks direct control over railway lounge quality and margins, aligning with India's large-scale railway modernization under the Amrit Bharat Scheme.
Acquired Easy To Travel (ETT), expanding Dreamfolks’ global footprint to over 100 countries and 1,200 locations, including 500 airports. This acquisition supports international expansion, enhances technology-enabled distribution, and helps target multinational clients and cross-border travel demand.

🚀 Business Transformation:

The company is evolving from an airport lounge sole focus to an integrated global travel and lifestyle platform.
They launched Dreamfolks Club 2.0, a B2C membership platform offering a broad lifestyle ecosystem including global lounge access, private social clubs, golf, wellness, and curated experiences.
Machine Learning technology is being used for personalized benefits programs with over 20 service combinations.

📊 Market Context:

The global airport lounge market is forecasted to grow at 14.1% CAGR from 2026-35, driven by premium travel demand.
Asia-Pacific accounts for 30% market share, followed by Middle East & Africa.
Card-access lounge segments are expected to grow at 9.1% CAGR from 2025-34, highlighting higher usage of lounge benefits through credit and debit card affiliations.

💡 Perception:

The strategic acquisitions and expansion signify the company’s intent to strengthen market leadership and diversify revenue streams.
Financial performance shows resilience with good cash reserves despite ongoing business transitions.
The expansion aligns with favorable industry growth trends and governmental infrastructure initiatives.

Overall, this update informs investors about Dreamfolks' growth strategy through acquisitions, a broader product offering, and steady financial fundamentals amidst ongoing business evolution.