tiprankstipranks
OSL Group Limited (HK:0863)
:0863
Hong Kong Market

OSL Group Limited (0863) Earnings Dates, Call Summary & Reports

2 Followers

Earnings Data

Report Date
Aug 19, 2026
TBA (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
Last Year’s EPS
-0.03
Same Quarter Last Year
Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Mar 31, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call highlighted major growth milestones: transaction volume up 201%, cash revenue (non-IFRS) up ~150% to HKD 534.1M, a majority stablecoin mix (60%), a strengthened global footprint with 50+ licenses, integration of Banxa and product launches (BizPay, USDGO), and a USD 500M capital raise — all pointing to strong execution and scale momentum. Key risks include an ongoing adjusted operating loss (below HKD 300M), higher operating and one-off M&A/licensing costs, and continued crypto market volatility. Management frames regulatory complexity as a competitive moat but the net-reporting basis and remaining geographic gaps require investor normalization when benchmarking peers.
Company Guidance
Management guidance focused on scaling OSL as a global stablecoin payments and trading platform, backed by concrete metrics: in FY2025 total transaction volume rose 201% YoY to >HKD 200 billion with stablecoins ~60% of volume, non‑IFRS (cash) income grew ~150% YoY to HKD 534.1 million, adjusted operating loss was reduced to below HKD 300 million and operating‑loss‑as‑a‑%‑of‑cash‑revenue stayed broadly in line with 2024. Leadership reiterated five growth levers — broaden stablecoin products, invest in next‑gen market infrastructure and bank connectivity, pursue accretive M&A (targeting emerging markets), scale operations in selected markets (Europe, Indonesia, HK) and capture the AI agent economy — supported by a USD 500 million equity raise (USD 300m Sep‑2025, USD 200m Feb‑2026) and a global footprint of 50+ licenses across 11 jurisdictions (covering ~84% of global GDP / ~82% of trade flows), connectivity to 150+ countries, support for 30+ fiat currencies, integration of 200 digital assets across ~80–100+ blockchain networks, reach to ~1.5 billion users, and strong overseas revenue contribution (reported at ~67–76%); management cited market tailwinds (stablecoins projected to ~USD 2.25 trillion by 2029 at ~62% CAGR; stablecoins ≈1% of 2025 U.S. M2) and the AI agent economy (140M agentic transactions to date; market projected to ~USD 3 trillion by 2030) as drivers for sustained, diversified revenue growth.
Record Transaction Volume Growth
Total transaction volume increased by 201% year-over-year to over HKD 200 billion in 2025, reflecting strong platform traction and higher throughput.
Substantial Cash Revenue Expansion (Non-IFRS Income)
Adjusted non-IFRS income (operating cash revenue) rose to HKD 534.1 million, representing approximately 150% year-over-year growth, validating the shift to a stablecoin-centric business model.
Stablecoin Adoption and Product Suite
Stablecoins accounted for roughly 60% of transaction volume. Key product launches and integrations include OSL BizPay (stablecoin payments), StableHub (0 slippage stablecoin conversion), USDGO (compliance-first stablecoin in partnership with Anchorage), and Banxa on/off-ramp capabilities.
Global Licensing, Connectivity and Scale
Management reported over 50 licenses/registrations across 11 jurisdictions, expanded global connectivity (support for 30+ fiat currencies, integrations with 80+ blockchain networks / references to 100+ networks and ~200 digital assets in presentations), pay-in/payout coverage in 150+ countries, and reach to ~1.5 billion users via enterprise partners.
Significant Capital Raise and Strategic M&A
Raised an aggregate of USD 500 million via two equity financings (USD 300M in Sept 2025 and USD 200M in Feb 2026). Completed strategic acquisitions including Banxa and regional targets (Japan, Italy, Indonesia) to accelerate on/off-ramp and licensing footprint.
Market Recognition and Index Inclusion
Included in KPMG China Fintech 50 and CMBC World Top Fintech Companies 2025 (only Hong Kong-based in that list). Added to the Hang Seng Composite Index and the FTSE All Cap Index for the first time and maintained inclusion in MSCI Index since 2024.
International Revenue Mix Growing
Management stated overseas operations materially increased: CEO cited overseas contributing 67% of total IFRS income, while the CFO noted overseas operations account for roughly 76% of reported income, indicating a sizable and growing international revenue base.

OSL Group Limited (HK:0863) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

HK:0863 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 19, 2026
2026 (Q2)
- / -
-0.03
Mar 31, 2026
2025 (Q4)
- / -0.50
0.105-580.00% (-0.61)
Aug 28, 2025
2025 (Q2)
- / -0.03
-0.02-50.00% (>-0.01)
Mar 25, 2025
2024 (Q4)
- / 0.10
-0.385127.27% (+0.49)
Aug 15, 2024
2024 (Q2)
- / -0.02
-0.2290.91% (+0.20)
Mar 27, 2024
2023 (Q4)
- / -0.39
-0.54629.49% (+0.16)
Aug 22, 2023
2023 (Q2)
- / -0.22
-0.7369.86% (+0.51)
Mar 28, 2023
2022 (Q4)
- / -0.55
-0.514-6.23% (-0.03)
Aug 25, 2022
2022 (Q2)
- / -0.73
-0.44-65.91% (-0.29)
Mar 29, 2022
2021 (Q4)
- / -0.51
-0.5262.28% (+0.01)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

HK:0863 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 31, 2026
HK$14.10HK$14.00-0.71%
Aug 28, 2025
HK$16.60HK$16.06-3.25%
Mar 25, 2025
HK$8.94HK$8.67-3.02%
Aug 15, 2024
HK$5.40HK$5.56+2.96%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does OSL Group Limited (HK:0863) report earnings?
OSL Group Limited (HK:0863) is schdueled to report earning on Aug 19, 2026, TBA (Confirmed).
    What is OSL Group Limited (HK:0863) earnings time?
    OSL Group Limited (HK:0863) earnings time is at Aug 19, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of OSL Group Limited stock?
          The P/E ratio of OSL Group Limited is N/A.
            What is HK:0863 EPS forecast?
            Currently, no data Available