| Management target | Net Profit 20.0% FY27 |
|---|
| Revenue growth | 7.28% YoY growth; 20.2% QoQ decline due to one-time design revenue. |
|---|---|
| Margins | Targeting 15-20% PAT margins for international GPU leasing deals. |
| Order book | ₹3,000 Cr domestic order book over 3 years; international much larger. |
| Demand visibility | Strong global demand for AI; domestic picking up slower. |
| Management confidence | Aggressive on AI infrastructure expansion but defensive regarding QoQ revenue dips. |
Growth
Revenue grew 7.28% YoY; however, margins remain dependent on high-margin SaaS vs capital-intensive IaaS.
Outlook
Management targets 1,500 GPUs by Q4 FY27 and 15-20% PAT margins on international AI deals.
Risks
Heavy reliance on the Sharon AI deal; execution delays in GPU deployment already pushed revenue into Q3.
Earnings Call Transcript filed with NSE, NSE: ESDS. Summary written with AI assistance from the document.
ESDS Software Solution Ltd: key numbers
- Share price
- ₹1,760.50
- Market cap
- ₹20,635 Cr
- Revenue (annual)
- ₹472.2 Cr
- Net profit (annual)
- ₹120.3 Cr
- Promoter holding
- 39.47%
- FII holding
- 1.01%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ESDS Software Solution Ltd
All →ESDS Software Solution Q1 FY27 Results: Net Profit ₹29.3 Cr, Up 14.0% YoY
ESDS Software Solution Ltd reported revenue from operations of ₹133.7 Cr (+7.3% YoY) and net profit of ₹29.3 Cr (+14.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹29.3 Cr · +14.0% YoY
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ESDS Software's AGM for FY 2025-26 is extended to November 30, 2026, per ROC approval. No other business decision is reported.
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ESDS Software Solution had its CRISIL long-term rating upgraded to A-/Positive and short-term to A2+ on September 16, 2026. This upgrade reflects improved financial profile and creditworthiness.
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