ESDS
1 call
Concalls & earnings callsESDS Software Solution Limited
Every summarised call, newest first. Latest is Q1 FY27, held 25 Sept 2026.
Latest quarter
Q1 FY27 snapshot
Open full brief →Q1 FY27 delivered steady growth with revenue from operations of INR 133.66 crores up 7.28% year-over-year and profit after tax of INR 29.28 crores while advancing sovereign cloud products and GPU-based AI factory deployments.
| Metric | This quarter | Change | Five-quarter trend |
|---|---|---|---|
| Revenue from operations | ₹133.66 Cr | +7.28% year-over-year | |
| Profit after tax | ₹29.28 Cr | +14% | |
| EBITDA | ₹55.9 Cr | — | |
| EBITDA margin | 42% | — |
Latest guidance
- Sharon AI Sydney AI factory expected to go live early or mid of Q3 with revenue from Q3 FY27 onwards
- Target PAT margins in the range of 15% to 20% on AI factory deals
- Target to deploy around 1,500 GPUs by January or February with billing from Q1
- Target around INR1,500 crores of capex in FY27 funded through customer advance, IPO proceeds and partial debt
- No full-year revenue or profitability guidance to be disclosed; actuals to be reported quarter-on-quarter
Said on the Q1 FY27 call.
Call history
- Q1 FY27Positive tone
Q1 FY27 delivered steady growth with revenue from operations of INR 133.66 crores up 7.28% year-over-year and profit after tax of INR 29.28 crores while advancing sovereign cloud products and GPU-based AI factory deployments.
- Revenue from operations
- ₹133.66 Cr+7.28% year-over-year
- Profit after tax
- ₹29.28 Cr+14%