YAAP
Yaap Digital financials
- Market cap
- ₹263 Cr
- Calls analysed
- 1
YAAP Q4 FY26
What went well
- H2 FY26 Total income grew by 29.4% YoY to INR138.56 crores.
- H2 FY26 EBITDA increased by 132.18% to INR27.25 crores, with net profit growing 129.15% to INR19 crores.
- Full FY26 Total income reached INR183.73 crores (up 22.23% YoY), EBITDA INR31.74 crores (up 89.11% YoY), and net profit INR22 crores (up 97.95% YoY).
What to watch
- Operating cash flow was negative in H2 FY26 despite PAT growth, attributed to larger credit terms to clients.
- Debtors' days almost doubled YoY to approximately 150 days.
What Yaap Digital Ltd does
YAAP is a new-age digital marketing, content and technology services company that unifies first- and third-party data, AI-powered technology and content production to deliver marketing solutions for global multinationals, regional and local clients, and influencer-led brands. Its offering is organised around three pillars: Data (AI analytics for media targeting/retargeting, influencer selection, creative optimisation and customer-journey mapping), Content (platform- and audience-tailored creative and influencer collaborations), and Technology (AI content tools, AdTech, retargeting engines, real-time bidding, MarTech, email automation and performance dashboards). In FY26 it acquired Gozoop, an integrated marketing and digital agency, adding brand-strategy, creative-campaign, online-reputation-management (via the HAWK platform) and web/mobile-development capabilities and consolidating its Mumbai operations.
Segments
- Data
- Content
- Technology
- Gozoop (acquired subsidiary)
- Offices
- 8 offices across 3 countries
- Employees
- 400+
- New client relationships (FY26)
- 100+
- Recurring business
- 70%
- Repeat clients (FY26)
- 112 clients (51% of total)
- Average client relationship tenure
- 3+ years
Guidance record · Q4 FY26
what the last two calls moved 7 tracked 0 delivered 0 missed 7 open- YoY Revenue Growth open said Q4 FY26 Promised: 25-30% year-on-year Q4 FY26: Management confirmed expectation for 25-30% YoY growth.
All 7 tracked — every revision, and every one management stopped mentioning.
Open the guidance ledgerQuarterly results
| Line item | Q4 FY25 | Q2 FY26 | Q4 FY26 |
|---|---|---|---|
| Revenue | 90 | 90 | 71 |
| EBITDA | 8 | 12 | 12 |
| Net profit | 7 | 9 | 9 |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Performance −5.9% YTD
YTD: ₹133.35 on 5 Mar 2026 → ₹125.5. High ₹213.55 (7 May 2026), low ₹120 (1 Sept 2026).
How the price took the results
close before → close after
- Q4 FY26
- −3.0%
- 8 Jun
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Balance sheet
| Year ending | FY21 | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|---|
| Equity capital | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹2 Cr | ₹21 Cr |
| Reserves | ₹2 Cr | ₹7 Cr | ₹9 Cr | ₹15 Cr | ₹24 Cr | ₹82 Cr |
| Borrowings | ₹8 Cr | ₹8 Cr | ₹8 Cr | ₹7 Cr | ₹17 Cr | ₹25 Cr |
| Other liabilities | ₹29 Cr | ₹40 Cr | ₹30 Cr | ₹64 Cr | ₹73 Cr | ₹51 Cr |
| Total liabilities | ₹41 Cr | ₹56 Cr | ₹49 Cr | ₹88 Cr | ₹116 Cr | ₹179 Cr |
| Fixed assets | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹3 Cr | ₹9 Cr |
| Capital work in progress | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr | ₹0 Cr |
| Investments | ₹11 Cr | ₹11 Cr | ₹15 Cr | ₹15 Cr | ₹15 Cr | ₹60 Cr |
| Other assets | ₹29 Cr | ₹45 Cr | ₹34 Cr | ₹73 Cr | ₹98 Cr | ₹111 Cr |
| Total assets | ₹41 Cr | ₹56 Cr | ₹49 Cr | ₹88 Cr | ₹116 Cr | ₹179 Cr |
How to read this
As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.
Who owns it
As disclosed at Aug 2026
Since Mar 2026, the public added +3.44 pp while FIIs trimmed −1.88 pp. The shareholder count grew 23% to 430.
- Promoters
- 57.8%
- FIIs
- 7.6%
- DIIs
- 9.3%
- Public
- 25.3%
Since Mar 2026
- Public +3.44 pp
- FIIs −1.88 pp
- Promoters −1.22 pp
Who bought this quarter
since Mar 2026
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
- Intelliquity Ventures LLP newly disclosed 3.37% held
- Investi Global Opportunity Fund Pcc - Cell 1 FPI fund newly disclosed 1.28% held
- Ahmed Naqvi newly disclosed 1.04% held
- Mukul Mahavir Agrawal +0.44 pp 1.87% held
- Aryabhata Global Assets Funds Icav-Aryabhata India Fund FPI fund +0.05 pp 1.26% held
The same filing shows 8 holders trimming and 1 off the list — both are in the register beside this.
Who is on the register
Named in the Aug 2026 filing
Every holder of Yaap Digital Ltd above SEBI's 1% disclosure line, and what changed since Mar 2026.
| Holder | Stake | Change |
|---|---|---|
| Atul Hegde | 28.90% | −0.61 pp |
| Sudhir Menon | 14.45% | −0.31 pp |
| Subodh Menon | 14.45% | −0.31 pp |
| India-Ahead Venture Fund VC / PE | 3.37% | −0.07 pp |
| Intelliquity Ventures LLP | 3.37% | newly disclosed |
| Bharat Venture Opportunities Fund VC / PE | 2.58% | −0.06 pp |
| Ashraye Lalani | 2.36% | −0.05 pp |
| Meru Investment Fund Pcc-Cell 1 FPI fund | 2.03% | −1.18 pp |
| Manan Kapur | 2.02% | unchanged |
| Sanshi Fund-I AIF | 1.94% | unchanged |
| Mukul Mahavir Agrawal | 1.87% | +0.44 pp |
| Mint Focused Growth Fund Pcc- Cell 1 FPI fund | 1.82% | −0.25 pp |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Learn to analyse Yaap Digital Ltd
Guides on how to read this kind of business and the numbers that matter.