The OLX monetization engine is firing—revenue up 29%, EBITDA up 76%—but the latest print cooled slightly, and the expensive price already assumes it all lands.
Overall read
6.8/10
Priced for it
The three reads · this quarter
The OLX monetization engine is firing—revenue up 29%, EBITDA up 76%—but the latest print cooled slightly, and the expensive price already assumes it all lands.
Overall read
6.8/10
Priced for it
The three reads · this quarter
The standing reads · change less often
Moat
Moderate edge
Network and brand moats in auto verticals, but OLX moat is less durable with low switching costs.
Key variables
3 tracked
lead: Monthly Active Users (MAU) growth & organic shareConsumer Group MAU grew from ~38 Mn in Q1FY25 to ~55 Mn in Q3FY26, a 46% increase, while maintaining >92% organic share. OLX MAU remained stable around 30 Mn with 100% organic. This indicates strong brand-led customer acquisition without corresponding marketin
Walk the talk
Not enough data
OLX India is the key growth driver, with revenue up 29% YoY and EBITDA up 76% in Q1 FY27, driven by Elite Buyer/Seller monetization and AI agents.
Latest · newest first
5d ago · Business Update
Cessation of senior managerial personnel.
3w ago · Fundraising
Allotment of shares under ESOP/ESPS.
4w ago · Business Update
Company releases press release with business update.
4w ago · Business Update
Company releases press release with business update.
23 Jul 2026 · Fundraising
Allotment of shares under ESOP/ESPS.
1 of 1 guidance items delivered on time
Where it sits