Easebuzz FY26 revenue rises 9% to Rs 716 crore; profit falls 42%
Pune-based payment aggregator Easebuzz reported FY26 operating revenue of Rs 716 crore, while profit fell to Rs 11 crore as expenses outpaced sales and real-money gaming restrictions affected volumes. EBITDA margin nearly halved to 1.96%.
What happened
Indian payment aggregator Easebuzz reported FY26 revenue of Rs 716 crore, but profit fell 42% to Rs 11 crore as real-money gaming restrictions hurt volumes and
Key facts
- FY26 operating revenue Rs 716 crore, up 9.1% from Rs 656 crore in FY25
- FY26 profit Rs 11 crore, down 42.1% from Rs 19 crore
- FY26 EBITDA Rs 14 crore versus Rs 28 crore; margin 1.96% versus 4.27%
- FY26 total expenses Rs 708 crore, up 11.7%
- Payment processing charges Rs 557 crore, up 2%
- Series A round Rs 240 crore (about $28.2 million); total funding $34 million
- Cash and bank balances Rs 105 crore as of March 2026, down 26.1%
Why this matters
Easebuzz may need partnerships or acquisitions that diversify payment volumes beyond real-money gaming and add higher-margin merchant services, given its weakening earnings profile despite revenue growth.
What to watch
- Quarterly payment-volume growth after the loss of gaming-related transactions.
- EBITDA margin recovery from 1.96% and evidence that expenses are growing slower than revenue.
- Merchant churn, net take rate and any pricing changes for payment-gateway or payout services.
- Regulatory developments on real-money gaming, payment aggregation licensing and merchant KYC requirements.
- Growth in non-gaming verticals and contribution from value-added services versus core processing revenue.
- Competitive pricing actions from Razorpay, Cashfree, PayU, PhonePe, banks and other payment aggregators.
- Reduce exposure to real-money gaming merchants and strengthen merchant-category risk controls.
- Prioritize higher-margin products such as payment links, subscriptions, reconciliation, payouts, fraud tools and embedded payment APIs.
- Rationalize sales incentives, cloud/processing costs and low-margin merchant accounts to restore operating leverage.
- Seek enterprise and platform partnerships that provide recurring transaction volumes outside restricted sectors.
- Potentially defer discretionary expansion or fundraising-dependent initiatives until margin trajectory improves.