The call ran from 6:31 PM to 6:57 PM IST (26 min).
Key takeaways
Q2 gross sales rose 14% QoQ but fell 17.6% YoY; H1 fell 8.1%. Management reiterated 20% FY27 growth, and one-time items flatter margins and other income.
| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Q2 down 17.6% YoY; H1 down 8.1%; QoQ up 14%, large-deal driven. |
|---|---|
| Margins | Normalised gross margin 8.9% Q2, 8.6% H1; admitted pressure. |
| Order book | Funnel ₹6,900 Cr vs ₹6,149 Cr QoQ; not booked orders. |
| Demand visibility | Cyber refresh deferred to next FY; funnel up 12% to ₹6,900 Cr. |
| Management confidence | Balanced-optimistic; H1 shortfall acknowledged, H2 confidence asserted. |
Growth
Q2 ₹731.6 Cr: -17.6% YoY, +14% QoQ; H1 -8.1%. Q2 gross margin 9.6% includes a one-time high-margin deal; normalised 8.9%.
Outlook
Reiterates 20% FY27 revenue and PAT growth. Pipeline ₹6,900 Cr, up 12% QoQ. Management says large deals slip into Q3/Q4.
Risks
20% FY27 guidance requires a steep H2 ramp. Margin pressure admitted in Q&A. ₹3.7 Cr land gain sits in other income.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Ivalue Infosolutions Q2 FY27 Results: Net Profit ₹23.4 Cr, Down 21.2% YoY
Ivalue Infosolutions Ltd reported revenue from operations of ₹192 Cr (-41.7% YoY) and net profit of ₹23.4 Cr (-21.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹23.4 Cr · -21.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
FY27 guidance: 18-20% revenue growth and 20-22% PAT growth. Qualified opportunity book at ₹5,800 crore.
Growth they described
FY26 Gross Sales grew 19.5% YoY; Normalized PAT grew 20% YoY. Cybersecurity contributed 50% of total sales.
Call details
| Company | Ivalue Infosolutions Limited |
|---|---|
| NSE symbol | IVALUE |
| ISIN | INE056801025 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 6:30 PM IST |
| Length | 26 min |
| Audio | Our stream on YouTube ↗ |
Ivalue Infosolutions Limited: key numbers
- Share price
- ₹194.49
- Market cap
- ₹1,065 Cr
- Revenue (annual)
- ₹1,056 Cr
- Net profit (annual)
- ₹98.23 Cr
- P/E (TTM)
- 10.3×Sector 23.4×
- Promoter holding
- 32.09%-0.01% QoQ
- FII holding
- 2.86%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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