DEVXNSEDev Accelerator LimitedMediumNeutral
Announced Tue, 26 May · 18:25 IST

Dev Accelerator Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

DEVX · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-2.3%1-day move
₹38.75
prior close
₹38.87
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AI summary

Dev Accelerator Limited reported FY26 consolidated revenue of INR 226 crores, up 42% from INR 159 crores in FY25, achieving its pre-IPO forecast. Standalone EBITDA margin expanded to 60.5% from 59.8%, with normalized Cash EBIT at INR 36.55 crores (21.38% margin). The company highlighted its Capital One campus (3.15 lakh sq ft, 95% pre-leased) going live with INR 2.65-2.75 crores monthly revenue. Management disclosed INR 200-225 crores planned investment over two years to expand from 1.2 million to 3 million sq ft by FY28, funded via INR 35 crores preferential issue, INR 110-120 crores liquidity event from subsidiary monetization, and INR 100 crores NCD issuance. The company targets FY27 revenue of INR 330-350 crores with Cash EBIT of 20-22%. Key risks flagged include Q4 revenue dip from Noida center closure and the need to build senior leadership as the company scales.

Likely market impact

Strong margin performance and confirmed growth pipeline support the stock, but execution risk increases as DevX scales from 1.2 million to 3 million sq ft across multiple cities while maintaining its asset-light model.