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Investor Presentation

eMudhra Investor Presentation: Key Takeaways

eMudhra reported 27.8% YoY total income growth for Q1 FY27, reaching Rs. 1,925 Mn. Strategy emphasizes 'Trust Infrastructure for the AI Economy' with international revenue contributing 66%.

Highlights
Revenue growth27.8% YoY for Q1 FY27.
MarginsAdj. EBITDA margin at 27.5%; EBITDA margin at 26.2%.
Order bookMajor wins in UAE Police, Kenyan regulator, and India Tax Dept.
Demand visibilityStrong for AI trust, CLM, and post-quantum readiness.
Management confidenceHigh on product-led growth and international expansion.

Growth

EBITDA grew 40.4% YoY to Rs. 504 Mn; PAT rose 27.9% YoY to Rs. 320 Mn.

Outlook

Launching UAE Trust Services in Q2; focusing on Post-Quantum cryptography and AI governance solutions.

Risks

Trust Services saw -3% YoY growth due to token supply chain disruptions caused by CCA security mandates.

Last quarter's promises, checked

Delivered

  • Guided FY26 Revenue INR 675-700 Cr → delivered on track with Q2 run rate (= BEAT)
  • Guided Cryptas integration underway → delivered European revenue contribution (= BEAT)
  • Guided U.S. Data Center operationalization → delivered first issuances started (= BEAT)

Partly delivered

  • Guided PAT margin 15.5-16% → delivered 15.1% in Q2 (= PARTIAL)

Missed

  • Guided Trust Services growth → delivered -3% YoY due to supply chain (= MISS)
Source

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

Read the document ↗

eMudhra Ltd: key numbers

Share price
₹653.45
Market cap
₹5,411 Cr
Revenue (annual)
₹701.6 Cr
Net profit (annual)
₹107.8 Cr
P/E (TTM)
47.0×Sector 41.4×
Promoter holding
54.40%+0.00% QoQ
FII holding
3.92%Current quarter

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

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