Announced Tue, 29 Sept, 2026 · 19:51 IST
Q1 FY27 Earnings Call Transcript: Revenue up 7%, PAT up 14%
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
ESDS · price
▲ 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
-9.7%1-day move
₹1588.90
prior close
₹1509.50
base price
After-mkt
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AI summary
ESDS Q1 FY27 revenue rose 7.28% YoY to INR 133.66 crores, PAT up 14% to INR 29.28 crores, EBITDA margin at 42%. Sharon AI deal for 8,200 GPUs delayed to mid-Q3 (November) with 7-year lock-in. Target 1,500 GPU deployment by Q4 FY27. FY27 capex around INR 3,000 crores funded by IPO proceeds, customer advances and debt. International pipeline over 50,000 GPUs; domestic order book INR 3,000 crores over 3 years. Revenue mix: IaaS 51%, Managed Services 31%, SaaS 18%.
Likely market impact
Sharon AI delay shifts revenue to Q3; strong 50,000+ GPU pipeline signals growth, but management declined FY27/FY28 guidance.