Analysts/Institutional Investor Meet/Con. Call Updates
AI summary
- Q2 FY27 revenue INR 1,383.4 mn (+3.5% q-q); H1 FY27 revenue INR 2,719 mn (+24.6% y-y)
- H1 FY27 EBITDA INR 1,137.5 mn (+12.3% y-y); PAT INR 603.7 mn (+26.3% y-y)
- Sharon AI GPU cluster go-live expected mid-Dec 2026; monthly revenue INR 288 cr, PAT INR 50-60 cr
- Domestic AI factory capex INR 1,500 cr; revenue target INR 1,000 cr/year by June-July 2027
- Pipeline of INR 3,000 cr for India AI infrastructure, mainly Infrastructure-as-a-Service
- CTO and CIO roles made redundant by AI-driven CAIO and CPO roles
- NVIDIA GPU demand strong; CUDA software enhances GPU value over time
- Multiple large AI factory deals in pipeline; delivery timelines targeted under 6 months
- Power availability critical; India offers surplus 40-50 GW for AI factories
- Customer base rationalized to top 400-500 clients for focused service
Source: Original filing PDF
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🚨 ESDS — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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The summary above is generated automatically from ESDS Software Solution Limited's own
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