ALFA Finder| Revenue guidance | 20.0% → 60.0% Raised by 40.0 percentage points |
|---|---|
| Management target | Revenue 60.0% FY27 |
| Revenue growth | 50% YoY revenue growth driven by international expansion and ARR growth. |
|---|---|
| Margins | Structural expansion via high-margin US/UK deals and AI-led internal cost optimization. |
| Order book | Order book rose to ₹660 Cr, with ₹410 Cr executable balance. |
| Demand visibility | Strong visibility through multi-year non-cancellable contracts and growing AI demand. |
| Management confidence | Aggressive and optimistic, over-indexing on international scale-up and leadership pedigree. |
Growth
50% YoY revenue growth; EBITDA grew 82% due to high-margin international deals and service mix optimization.
Outlook
Guiding 60-70% revenue growth and 70-80% profitability growth for FY27; ARR target of ₹180-200 Cr.
Risks
High client concentration with top 5 customers contributing 60% of revenue; potential dilution from imminent inorganic acquisitions.
Last quarter's promises, checked
Delivered
- Guided 35% revenue growth → delivered 50% (= BEAT)
- Guided 67% PAT growth → delivered 82% EBITDA/high-margin mix (= BEAT)
- Guided ₹600Cr order book → delivered ₹660Cr (= BEAT)
Partly delivered
- Target 500-600 customers in 3-4 years → currently 150+ (= PARTIAL)
- Target 50% intl revenue → currently 26-30% (= PARTIAL)
Earnings Call Transcript filed with BSE, BSE: 544626. Summary written with AI assistance from the document.
Exato Technologies Ltd: key numbers
- Share price
- ₹580.00
- Market cap
- ₹583.8 Cr
- Revenue (annual)
- ₹168.0 Cr
- Net profit (annual)
- ₹16.09 Cr
- P/E (TTM)
- 36.3×Sector 23.6×
- Promoter holding
- 54.73%+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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