ALFA Finder| 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
- ₹1,260.50
- Market cap
- ₹14,774 Cr
- Revenue (annual)
- ₹472.2 Cr
- Net profit (annual)
- ₹120.3 Cr
- Promoter holding
- 39.47%
- FII holding
- 0.61%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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ESDS Software Solution Earnings Call Transcript: Key Takeaways
Q2 revenue ₹138.3 Cr, +3.5% QoQ; H1 revenue +24.6%, PAT +26.3% YoY. Growth hinges on Sharon AI GPU go-live, now targeted December 2026.
ESDS Software Solution Investor Presentation: Key Takeaways
H1FY27 revenue ₹2,719.9Mn (+24.6% YoY), PAT ₹603.7Mn (+26.3%), EBITDA margin 41.8%. Q2FY27 revenue ₹1,383.4Mn (+47.5% YoY, +3.5% QoQ). Large GPUaaS contract is the key growth driver.
ESDS Software Solution Results Update
ESDS Software Solution reported Q2FY27 revenue up 48% YoY to Rs 1,383.4 million and PAT up 40.7%. H1FY27 revenue rose 25% YoY, with EBITDA margin at 41.8%.