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Earnings Call

Ivalue Infosolutions Earnings Call: Key Takeaways

iValue delivered strong FY26 performance with ₹2,913.9cr gross sales and ₹102.3cr normalized PAT, driven by cybersecurity and digital infrastructure.

Why this was an Alfa AlertNot a filter event. Performance was explicitly stated as 'in line with the projections we made'.
Highlights
Revenue growthFY26 gross sales up 19.5% to ₹2,914cr; Q4 up 12%.
MarginsTargeting 10% gross margins; Q4 historically higher due to rebates.
Order bookGoogle Cloud order book exceeds ₹300cr with multi-year visibility.
Demand visibilityQualified opportunity book of ₹5,800cr with 30-35% conversion rates.
Management confidenceHigh optimism for FY27 to outperform FY26 metrics.

Growth

FY26 Gross Sales grew 19.5% YoY; Normalized PAT grew 20% YoY. Cybersecurity contributed 50% of total sales.

Outlook

FY27 guidance: 18-20% revenue growth and 20-22% PAT growth. Qualified opportunity book at ₹5,800 crore.

Risks

One-time hit from new Labour Code; potential supply chain delays in DCI components; geopolitical issues in Middle East.

Source

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

Read the document ↗

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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