Dreamfolks Services Ltd
NSE:DREAMFOLKS
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Dreamfolks Services Ltd
DreamFolks Services Ltd. operates as an airport service aggregator platform. The company is headquartered in Gurgaon, Haryana and currently employs 68 full-time employees. The company went IPO on 2022-09-06. The company primarily integrates global card networks operating in India, card issuers, and corporate clients including airline companies, with various airport lounge operators, transport operators and other airport service providers on its technology platform. The company acts as a link for banks for their credit & debit card sales and customer engagement programs, and airlines to manage customer loyalty and retention. The company provides lounges, food and beverage, spa, meet and assist, airport transfer, transit hotels /nap room access, and baggage transfer services. Its lounge operators provide lounge access services across multiple airports at various cities. The company also leverages technology and offers the solution through omni-channels such as app-based access, tracking live benefits on each card.
DreamFolks Services Ltd. operates as an airport service aggregator platform. The company is headquartered in Gurgaon, Haryana and currently employs 68 full-time employees. The company went IPO on 2022-09-06. The company primarily integrates global card networks operating in India, card issuers, and corporate clients including airline companies, with various airport lounge operators, transport operators and other airport service providers on its technology platform. The company acts as a link for banks for their credit & debit card sales and customer engagement programs, and airlines to manage customer loyalty and retention. The company provides lounges, food and beverage, spa, meet and assist, airport transfer, transit hotels /nap room access, and baggage transfer services. Its lounge operators provide lounge access services across multiple airports at various cities. The company also leverages technology and offers the solution through omni-channels such as app-based access, tracking live benefits on each card.
Revenue Decline: Q2 FY '26 revenue fell to INR 205.5 crores from INR 316.9 crores last year, as the company transitions away from the domestic airport lounge business.
Margin Expansion: Despite lower revenue, gross profit and PAT margins improved year-on-year, with gross margin at 14.2% and PAT margin at 5.5% for Q2.
Business Model Shift: Dreamfolks is moving from an asset-light aggregator model to owning and operating railway lounges, marked by a 50.01% acquisition of Ten 11 Hospitality.
Short-Term Pain Expected: Management warned that the full impact of lost domestic airport lounge revenue will be felt in Q3 and possibly Q4, with further top-line drops expected.
Global & Non-Lounge Growth: Global airport lounge transactions more than doubled QoQ, and non-lounge lifestyle services (golf, clubs, wellness) are gaining traction.
Strong Balance Sheet: Cash and cash equivalents rose to INR 141 crores, and net worth increased by 25.8% YoY, providing resilience and flexibility for new investments.
No Near-Term Guidance: Management declined to provide near-term revenue guidance, citing ongoing transition and the need for more clarity in the coming quarters.
