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Investor Presentation

Axis Solutions Investor Presentation: Key Takeaways

Axis Solutions transitions to an IP-led industrial technology platform. Q1FY27 shows 74% revenue concentration from Top 20 customers and order book of Rs 765 Cr.

Guidance and delivery
Management target Revenue 65.0% FY2029
Highlights
Revenue growth50-65% CAGR for next 3 years.
MarginsTargeting 18-20% EBITDA margins over next 2-3 years.
Order bookRs. 4,774 Mn as of Q1FY27.
Demand visibilityStrong; Order book at Rs 765 Cr.
Management confidenceHigh; expanding international footprint and product brands.

Growth

FY24-FY26 revenue CAGR ~33% and EBITDA CAGR ~33%. Q1FY27 order book reached Rs 4,774 Mn.

Outlook

Guidance: Rs 1,000 Cr revenue by FY2029 with 50-65% CAGR over next 3 years and 18-20% EBITDA margins.

Risks

High customer concentration (Top 20 at 74% in Q1FY27); margin pressure from labor costs.

Source

Investor Presentation filed with BSE, NSE: ASYAINFO. Summary written with AI assistance from the document.

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Axis Solutions Ltd: key numbers

Share price
₹591.40
Market cap
₹2,795 Cr
Revenue (annual)
₹240.7 Cr
Net profit (annual)
₹28.84 Cr
P/E (TTM)
91.0×Sector 22.1×
Promoter holding
85.64%+0.00% QoQ
FII holding
0.00%Current quarter

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

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