ESDS Software Solution Limited — Q2FY27 earnings call summary

Filed 06 November 2026 · Official transcript

Domestic AI factory capex INR 1,500 cr; revenue target INR 1,000 cr/year by June-July 2027
H1 FY27 EBITDA INR 1,137.5 mn (+12.3% y-y); PAT INR 603.7 mn (+26.3% y-y)
Q2 FY27 revenue INR 1,383.4 mn (+3.5% q-q); H1 FY27 revenue INR 2,719 mn (+24.6% y-y)
Sharon AI GPU cluster go-live expected mid-Dec 2026; monthly revenue INR 288 cr, PAT INR 50-60 cr
NVIDIA GPU demand strong; CUDA software enhances GPU value over time
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
Multiple large AI factory deals in pipeline; delivery timelines targeted under 6 months