NSEAnalysts/Institutional Investor Meet/Con. Call Updates23h ago · 19 Aug 2026, 06:22 pm

Analysts/Institutional Investor Meet/Con. Call Updates

Dreamfolks Services Limited · DREAMFOLKS

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Dreamfolks Services Limited has informed the Exchange about Transcript of Earnings Call held on August 13, 2026. The company hosted Earnings Conference Call on August 13, 2026, and released the transcript of the 'Dreamfolks Services Limited Q1 FY27 Earnings Conference Call'. The company's financial results for the quarter ended June 30, 2026, were approved by the Board of Directors.

Analysis Scores

Earnings Impact6/10
Growth Catalyst8/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk4/10
Liquidity Impact7/10
Market Sentiment5/10

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Dreamfolks Services Limited has informed the Exchange about Transcript of Earnings Call held on August 13, 2026

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DREAMFOLKS24_19082026182101_DFSL_Int_transcript_August_13_2026_Signed.pdf

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Dreamfolks Services Limited Unit No. 301-307, Tower B, Good Earth Trade Tower, Sector-62, Gurgaon-122001, Haryana, India | Tel: 0124-4037306 www.dreamfolks.com | info@dreamfolks.com CIN: L51909DL2008PLC177181 August 19, 2026 To, To, The Secretary, Listing Department The Listing Manager, Listing Department BSE Limited National Stock Exchange of India Limited P. J. Towers, Exchange Plaza, 5 Floor, Plot No. C-1, Dalal Street Block G, Bandra Kurla Complex, Scrip Code: Symbol: Mumbai – 400001 Bandra (E), Mumbai-400051 Subject: Tran 5s4c3r5ip9t1 o f Earnings Conference Call cond DuRctEeAdM oFnO ALuKgSu st 13, 2026 Dear Sir(s)/ Madam(s), This intimation is being provided in continuation of earlier communication regarding the Earnings Conference Call for the quarter ended June 30, 2026, in compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended (“SEBI LODR Regulations”). The Board of Directors of the Company at its meeting held on August 13, 2026, inter alia approved the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026. The Company hosted Earnings Conference Call on August 13, 2026. In this connection and in compliance with Regulation 30 read with Para A of Part A of Schedule III of the SEBI LODR Regulations, we enclose herewith the transcript of the ‘Dreamfolks Services Limited Q1 FY27 Earnings Conference Call’. The above intimation will also be available on the website of the Company at www.dreamfolks.com. You are hereby requested to take the above intimation on record. Thanking You! YFoour rDs rFeaaitmhffuolllkys, Services Limited Harshit Gupta Company Secretary and Compliance Officer Encl: as above Regd. Office: 26, DDA Flats, Shivalik Road, Panchsheel Park, South Delhi, New Delhi-110017 “Dreamfolks Services Limited Q1 FY27 Earnings Conference Call” August 13, 2026 Disclaimer: E&OE. This transcript has been edited for factual errors. In case of discrepancy, the audio recording uploaded on stock exchange on 13th August 2026, will prevail. MANAGEMENT: MS. LIBERATHA KALLAT – CHAIRPERSON & MANAGING DIRECTOR MR. BALAJI SRINIVASAN – EXECUTIVE DIRECTOR & CHIEF TECHNOLOGY OFFICER MR. SHEKHAR SOOD – CHIEF FINANCIAL OFFICER MR. SANDEEP SONAWANE –CHIEF BUSINESS OFFICER Page 1 of 9 Dreamfolks Services Limited August 13, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Q1 FY '27 Earnings Conference Call of Dreamfolks Services Limited. As a reminder, all participant lines will be in a listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Liberatha Kallat. Thank you, and over to you ma'am. Liberatha Kallat: Good evening, everyone, and thank you for joining us. We appreciate your continued interest and engagement with the company. Earlier today, we announced our financial results for the quarter ended 30th June 2026. The detailed financials and investor presentation have been made available on the stock exchanges as well as on our website, and we hope you have had an opportunity to review them. As we begin FY27, I would like to reflect briefly on the journey we have undertaken over the past year. FY26 was a year of significant disruption and structural change, particularly in the domestic airport lounge ecosystem. While this transition had a material impact on our financial performance, it has also accelerated a transformation that had been preparing for from being predominantly a lounge aggregator to becoming a broader travel and lifestyle benefit platform. The most important change we are seeing today is in the way our banking and enterprise partners are designing their customer value propositions. The focus is increasingly shifting from a single standardized benefit to a more personalized combination of experiences based on customer segments, spending behavior and usage patterns. An example of that is the launch of boarding- pass based travel benefit program for one of the largest banks’ premium credit card users. This enables customer to access relevant travel benefits seamlessly through their journey, while allowing our banking partners to deliver a more contextual and personalized customer experience. We believe such propositions are an important indication of how the card benefits ecosystem is evolving and where Dreamfolks can add value. This plays directly to Dreamfolks' strength given our ability to aggregate multiple services and configure them through our technology platform. We are, therefore, increasingly positioning ourselves not merely as a service provider, but as a benefit technology platform that enables clients to design, distribute and manage differentiated customer propositions across travel and lifestyle categories. This evolution is supported by favorable structural industry trends. India's credit card transaction value is expected to grow from approximately 21 trillion in FY25 to 54 trillion in FY30, representing a CAGR of around 21%. While transaction volumes are expected to increase to nearly 13 billion. At the same time, global travel and tourism continues to expand with the sector contributing approximately USD11.6 trillion to the global economy in 2025. APAC remains one of the key Page 2 of 9 Dreamfolks Services Limited August 13, 2026 growth engines for global aviation, while Southeast Asia's tourism market is expected to grow from approximately USD35.5 billion in 2025 to $67.4 billion by 2031. These trends reinforce our conviction that the long-term opportunity extends well beyond traditional airport lounge access. Against this background, we continue to broaden our service portfolio across the travel and lifestyle. During the quarter, we went live with several major banking programs covering global lounges, global meet and assist, airport transfer and premium members only clubs. These programs demonstrate how our platform is increasingly being used to create bundled and differentiated propositions rather than simply providing individual services. Our core network also continues to widen steadily. As of the end of the quarter, we had 1,100+ global airport lounges with more than 70 new outlets added during the quarter. Railway lounges remain an important growth opportunity for us with 100% coverage across the country. The acquisition of Ten 11 Hospitality has strengthened our operational control over the segment and enabled us to participate more directly in the growing premium railway travel ecosystem. With the continued modernization of India's railway infrastructure, we see significant potential for railway lounges to become an increasingly important component of the broader travel and lifestyle benefits ecosystem. Golf is another category where we continue to see significant headroom. We now provide access to more than 80 golf outlets in India and over 860 golf courses internationally, strengthening our ability to offer premium lifestyle benefits across geographies. Another area we are closely monitoring is our DF Club Membership program. The initial response has been encouraging, with number of memberships sold is showing steady quarter- on-quarter growth. While the initiative is still at an early stage, and we remain measured in our approach, the traction so far gives us confidence in its potential to evolve into meaningful direct- to-consumer and lifestyle engagement channel over time. Importantly, the contribution from business outside our traditional lounge offering has continued to increase. Our non-airport lounge services contributed approximately 33% of the top line during the quarter. This is a significant milestone for us because it demonstrates that the diversification strategy is no longer simply a strategic i [Showing first 8,000 characters — download PDF for full document]