Announced Fri, 6 Jun · 15:15 IST

Dev Information Technology Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

DEVIT · 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

Awaiting price reaction for this filing.

AI summary

Dev Information Technology reported FY25 consolidated revenue of Rs. 1,839 million, up 11.38% year-on-year, with EBITDA surging 54.91% to Rs. 237.18 million and margins improving to 12.9%. Net profit grew 55.98% to Rs. 147.18 million, with diluted EPS rising to Rs. 6.60 from Rs. 4.18. Q4FY25 revenue grew 17.77% to Rs. 517.84 million. The company secured strategic government contracts with Lok Sabha, Rajya Sabha, and state governments, with government business making up 55-57% of total revenue. Management highlighted strong traction in cybersecurity (~Rs. 200 lakh orders in FY25, expected to double), AI/BI, and blockchain segments, and is targeting 45-50% of revenue from overseas markets over the next two years. A share split from Rs. 5 to Rs. 2 face value is expected to be announced soon.

Likely market impact

Strong FY25 results with significant margin expansion and profit growth are positive for shareholders. The focus on higher-margin overseas business, cybersecurity, and AI products could drive further margin improvement. However, revenue base remains relatively small and government business (which has lower margins) still dominates the mix.