EMUDHRABSEeMudhra LtdMediumNeutral
Announced Tue, 12 May · 17:58 IST

Transcript of the Earning Call held on May 07, 2026

Order Pipeline DisclosedMgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

EMUDHRA · price

Loading chart…

▲ 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
-2.0%1-day move
₹475.00
prior close
₹472.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.9+1.1+1.3+1.5-2.0-1.1-3.4-1.3-1.7+0.8-1.3-3.8-3.8
Up moveDown movePending
AI summary

eMudhra reported strong FY26 results with total income of INR 7,132 million, up 35% YoY, and PAT of INR 1,100 million, up 26% YoY. The company has a 5-year PAT CAGR of 30.5%. Enterprise Solutions (59% of revenue) grew 55% YoY driven by product sales, while Trust Services (20%) grew 32% and Pure Services (21%) remained flat. North America contributed 34% of revenue, India 36%, and international markets now account for 64% of total revenue. The company won a major TLS certificate order from a US university consortium (InCommon) with 700 universities. For FY27, management guided for 18% organic revenue growth and 27-28% PAT growth, with an ambition to double PAT over 3 years. Order book stands at INR 238 crores (product business only).

Likely market impact

The earnings call shows strong execution with accelerating product-led growth and international expansion. Management guidance of 18% revenue growth and near-28% PAT growth indicates margin improvement from higher product mix. The disclosed order pipeline and multi-year PAT doubling target provide visibility for investors.