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Earnings Call

Ivalue Infosolutions Earnings Call: Key Takeaways

iValue delivered strong FY26 performance with 19.5% gross sales growth and 19.9% PAT growth, driven by cybersecurity (50% of sales) and AI ecosystem strategy.

Highlights
Revenue growth19.5% YoY Gross Sales growth for FY26.
MarginsOperating EBITDA margin steady at 5.1% on Gross Sales.
Demand visibilityStrong, driven by enterprise AI and cybersecurity needs.
Management confidenceHigh, citing 18 years of continuous growth.

Growth

FY26 Gross Sales at ₹2,913.9 Cr (+19.5% YoY); PAT at ₹102.3 Cr (+19.9% YoY); Operating EBITDA at ₹149.3 Cr (+16.8% YoY).

Outlook

Focus on AI-ready data architectures, sovereign AI for government sectors, and expanding multi-OEM stacks with 42.2% annuity revenue base.

Risks

Economic performance, international market volatility, competition, and technological implementation challenges noted in disclaimer.

Source

Earnings Call filed with NSE, NSE: IVALUE. Summary written with AI assistance from the document.

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Ivalue Infosolutions Ltd: key numbers

Share price
₹225.22
Market cap
₹1,233 Cr
Revenue (annual)
₹1,056 Cr
Net profit (annual)
₹98.23 Cr
P/E (TTM)
11.9×Sector 22.1×
Promoter holding
32.10%+0.02% QoQ
FII holding
2.73%Current quarter

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

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