In a notable decline, shares of India’s leading travel and lifestyle services aggregator with a 100 percent coverage across airport and railway lounges in India moved down by 6 percent on the BSE during Thursday’s session. The dip in investor sentiment may be linked to recent reports, the details of which are explored further in the article.
With a market cap of Rs. 1,160 crores, at 03:15 p.m., the shares of Dreamfolks Services Limited were trading in the red at Rs. 217.7 on BSE, down by nearly 3 percent, as against its previous closing price of Rs. 224.45.
The stock has delivered negative returns of around 55 percent in one year, and has fallen by over 15 percent in the last one month. From its 52-week high of Rs. 522, the stock is now trading at a discount of around 58 percent on BSE.
What’s the News
According to a few reports, executives from Adani Airports and DreamFolks Services Limited have recently made notable comments regarding DreamFolks. The CEO of Adani Airports, Arun Bansal, stated that lounge access at airports no longer requires “middlemen”, emphasising that only companies willing to disrupt themselves will thrive in a technology-driven environment.
He added that passengers can now gain lounge access directly through Adani Airports’ digital platform, enabled by innovations from its in-house digital lab. Citing India’s fintech revolution, he noted that the elimination of middlemen is possible in such ecosystems.
On the other hand, Liberatha Peter Kallat, Chairperson and Managing Director of DreamFolks Services Limited, raised concerns about what she described as a campaign of negative publicity led by certain airport operators.
She stated that DreamFolks had attempted to remain diplomatic, but it is now time to reveal the ongoing challenges the company has been facing. She alleged that for the past two years, DreamFolks has been under pressure from two major airport operators regarding its core business, with that pressure extending to key clients such as ICICI Bank and Axis Bank.
Kallat alleged that airport operators have been pressuring clients by warning them that cardholders could be denied lounge access if they choose not to engage in direct business with the operators.
Financials & more
Dreamfolks Services reported a marginal growth in its revenue from operations, showing a year-on-year rise of around 12 percent from Rs. 281 crores in Q4 FY24 to Rs. 314 crores in Q4 FY25. In contrast, its net profit decreased during the same period from Rs. 18 crores to Rs. 15 crores, representing a decline of about 17 percent YoY.
DreamFolks Services Limited 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 a unified technology platform.
The company is the leading player in the Indian lounge aggregation industry, with a 100 percent coverage in both Airports & Railways. As of Q4 FY25, DreamFolks provides access to 75 airport lounges and 14 railway lounges. In addition, the company has set a long-term goal of expanding its airport lounge network to 295 lounges by 2040.
Written by Shivani Singh
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