OSL Group Limited (863) Earnings Call Transcripts
OSL Group Limited's Latest Earnings Call - April 1, 2026
In the fiscal year 2025, OSL Group Limited (863:HK) reported a significant transformation, evolving from a regional digital asset exchange to a global stablecoin payment and trading platform. The company achieved a remarkable 150% year-over-year growth in non-IFRS income, reaching HKD 534.1 million, driven by a 201% increase in total transaction volume to over HKD 200 billion, with stablecoin transactions accounting for 60% of this volume. Management maintained a positive outlook, emphasizing their strategic positioning to capture the burgeoning stablecoin market, projected to reach USD 2.25 trillion by 2029, and the AI-driven agent economy, which is expected to see substantial growth by 2030.
Reported metrics
| Metric | Value |
|---|---|
| Non-IFRS Income | HKD 534.1 million (beat) |
| Total Transaction Volume | over HKD 200 billion (beat) |
| Stablecoin Transaction Volume | 60% (positive) |
| Equity Financing | USD 500 million (positive) |
| Global Licenses | over 50 (positive) |
| Operating Loss | below HKD 300 million (neutral) |
Guidance from management
Management is optimistic about future growth, indicating a strong focus on expanding their stablecoin offerings and enhancing global compliance capabilities. They expect to capitalize on the growing demand for stablecoin transactions and AI-driven payment solutions.
What management said
Yes. Thank you very much for the insightful sharing. I think that's definitely very helpful. Thank you very much. So now let's move on to the business highlights. So Gary, our Head of Regulatory Affairs, will shine some light on the subject. So Gary, passing over to you.
Yes. Thank you very much, Gary. I think that's definitely very insightful. So for our next session, we will cover the finance and operational update. So let me hand over to Ivan, our CFO, to go through the progress that we have made in 2025. So Ivan, over to you.
What analysts pressed on
Analysts expressed concerns regarding the sustainability of revenue growth amid ongoing market volatility and the competitive landscape. Questions were raised about how OSL plans to maintain its growth trajectory and manage operational costs effectively as they expand globally.
Main topics on the call
- Revenue Growth and Transformation — OSL reported a 150% year-over-year increase in non-IFRS income to HKD 534.1 million, reflecting a successful transition to a stablecoin-centric business model. CEO Kevin Cui stated, "We are now a global stablecoin paymen...
- Market Positioning and Future Opportunities — Management emphasized the potential of the stablecoin market, projected to reach USD 2.25 trillion by 2029, and the AI agent economy, which is expected to grow to USD 3 trillion by 2030. Cui noted, "This consistent upwar...
- Global Expansion and M&A Strategy — OSL's global footprint has expanded significantly, with over 50 licenses across 11 jurisdictions. CFO Ivan Wong mentioned, "We will continue to be very acquisitive down the road," indicating a strong focus on strategic M...
- Investment in Infrastructure — The company is investing heavily in technology and compliance infrastructure to support growth. Wong stated, "Staff costs increased as we expand our global footprint," reflecting ongoing investments to scale operations.
Read the full OSL Group Limited transcript (April 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About OSL Group Limited
OSL Group Limited (863) is a publicly listed company in the Capital Markets industry, within the Financials sector. It trades on SEHK and is based in HK. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 1 call on record spanning April 1, 2026 to April 1, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 1 OSL Group Limited earnings call transcript on record, spanning April 1, 2026 to April 1, 2026. The most recent call on file is dated April 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- 863
- Exchange
- SEHK
- Country
- HK
- Sector
- Financials
- Industry
- Capital Markets
- Calls on record
- 1
- First call
- April 1, 2026
- Most recent
- April 1, 2026
| Quarter | Date | |
|---|---|---|
| Earnings Calls | Apr 1, 2026 | Read transcript → |