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Earnings Call Transcript

3i Infotech Earnings Call Transcript: Key Takeaways

3i Infotech reported Q1 FY27 operating revenue of ₹177.9 crore (4.3% YoY growth) and PAT of ₹6.5 crore. Focus is on AI-led operating models and 'Vision 2030' aspirations.

Guidance and delivery
Management target Revenue 30.0% FY30
Highlights
Revenue growth4.3% YoY, 1.3% sequential growth in Q1 FY27.
MarginsGross margin improved to 14.4%; focus on cutting wasteful expenditure.
Order bookTotal TCV ₹240.9Cr; cumulative order booking stand at approximately ₹400Cr.
Demand visibilityStrong; backed by ₹240.9Cr TCV and high contract renewal probability (>90%).
Management confidenceHigh; citing healthy order pipeline and CoE-led operating model success.

Growth

Revenue grew 4.3% YoY and 1.3% sequentially; Gross margins improved to 14.4% from 11.2% YoY. EBITDA stood at ₹11.5 crore.

Outlook

Internal target of 25-30% CAGR to reach ₹2030 crore revenue by FY30. Strengthening AI, Cloud, and Cybersecurity capabilities.

Risks

One-off comparison base (ECS credit last year); ongoing legal disputes with RailTel and e-Mudhra; temporary sequential moderation in US revenue.

Source

Earnings Call Transcript filed with NSE, NSE: 3IINFOLTD. Summary written with AI assistance from the document.

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3i Infotech Ltd: key numbers

Share price
₹24.35
Market cap
₹505.3 Cr
Revenue (annual)
₹693.4 Cr
Net profit (annual)
₹35.46 Cr
P/E (TTM)
14.7×Sector 22.1×
Promoter holding
0.00%+0.00% QoQ
FII holding
0.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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