BSEExato Technologies LtdMediumNeutral
Announced Tue, 2 Jun · 15:47 IST

Investor Presentation for Q4 & FY26 Earnings Call on the Audited Financial Results for the Quarter and Financial Year ended March 31, 2026

Order Pipeline DisclosedAnalyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansMgmt Guided Margin ImprovementInvestor Communications View source PDF

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AI summary

Exato Technologies (BSE: 544626) filed its investor presentation for the Q4 & FY26 earnings call covering results ended March 31, 2026. FY26 revenue from operations grew 35.23% YoY to ₹16,799.58 Lakhs, PAT surged 66.65% YoY to ₹1,608.88 Lakhs, and EBITDA margin expanded to 15.12% from 12.83%. Q4 revenue jumped 70.37% QoQ to ₹6,108.04 Lakhs, though Q4 PAT dipped 7.77% QoQ as the company invested in new international subsidiaries (Australia incorporated March 2026) and senior leadership. Total order book stands at ₹600 Crore (₹379 Crore in hand). Management outlined targets of 500-600 customers (from 150+), 60% export revenue in 2-3 years (currently ~24%), and 25-30% IP revenue at 40-50% margins. New board member Dr. Milind Godbole (ex-CEO of GeBBS Healthcare) was welcomed.

Likely market impact

Strong FY26 growth and improving margins are positive signals, but Q4 profitability dipped QoQ due to expansion investments, which may cause near-term margin concerns. The ₹600 Crore order book provides strong revenue visibility, and management's ambitious multi-year targets (customer count, export share, IP-led revenue) support a positive growth narrative.