Vertoz Limited

The global advertising market is nearly a trillion-dollar industry, expanding faster than the overall economy, with advertising spend climbing from 0.6% to roughly 0.85% of GDP. Digital advertising is the primary growth driver, expanding at 15% to 20% annually over the past decade. Significant momentum is shifting towards Asia-Pacific, particularly India, driven by rising consumption, a young and growing population, and an accelerating shift to digital.

For Q2 FY26, standalone revenue was ₹19.12 crores, marking a 62% increase YoY and 6% QoQ. Profit After Tax (PAT) for the quarter stood at ₹1.68 crore, up 71% YoY and 9% QoQ, with a steady margin of 9%. For the first half of FY26, standalone revenue reached ₹37.19 crore, a 58% increase YoY. EBITDA for H1 was ₹6.37 crore, representing a strong growth of over 5X YoY, and PAT for H1 was ₹3.21 crore, up 69% YoY.

At the consolidated level, Q2 FY26 revenue was ₹72.26 crore, a 14% increase YoY and 3% QoQ. Consolidated PAT for the quarter was ₹7.24 crore, growing 10% YoY and 12% QoQ, maintaining a stable 10% margin. For the first half, consolidated revenue reached ₹142.75 crore, up 15% YoY. Consolidated EBITDA for H1 was ₹20.43 crore, a 30% increase, and PAT for H1 stood at ₹13.71 crore, up 11% YoY.

Vertoz continued to strengthen its execution and expand its sector presence in Q2 FY26, particularly in education, adding well-known institutions and consumer brands. The company also enhanced its regional presence with more campaigns across multiple cities. Digital and ad-tech campaigns saw 36% more campaigns YoY in Q2 FY26, while outdoor advertising hoardings campaigns grew 56% QoQ.

The company's global focus remains on North America, the Middle East, and select Asia-Pacific markets. In Q2, a substantial percentage of consolidated revenue came from international contributions via campaigns, domain sales, or reseller activity. The strategy involves deepening partner-led distribution and expanding the performance and cloud reseller network rather than solely opening multiple offices.

Vertoz leverages AI in MadTech for real-time bid optimizations, audience clustering, predictions, and dynamic creative automations, with many programmatic campaigns already using AI-driven targeting. In CloudTech, AI tools are deployed for domain health checks, automated SSL alerts, and anomaly detections. The company plans to build new AI-led modules for attribution, fraud minimization, and campaign quality scoring to further improve margins and scalability.

Vertoz is actively evaluating strategic acquisition opportunities that align with its roadmap for MadTech and CloudTech. The criteria for acquisitions include targets with strong technology, distribution, or capabilities. The company is currently assessing a couple of potential opportunities across various geographies and expects to provide further updates soon.