Transcript of the Q4 & FY26 Earnings Call held on June 2, 2026 on the Audited Financial Results for the Quarter and Financial Year ended March 31, 2026
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Exato Technologies reported FY26 revenue from operations of ~₹168 crore, up ~35% YoY, with PAT of ₹16.09 crore, up 67% YoY. PAT margin expanded from 7.77% to 9.58%. The company has a strong order book of ₹600 crore (with ~₹330 crore yet to be executed) and ARR grew to ~₹118 crore from ₹60-65 crore last year. Management closed a large ₹172 crore managed-services deal in March and two key healthcare contracts worth ₹130 crore and ₹95 crore. The company has expanded internationally with a new Australia subsidiary and appointed senior leaders including a Chief Revenue Officer (ex-TCS/CXO background), a Chief AI Officer, and a new board director. Management guided for 50-60% growth in both revenue and PAT for FY27.
Strong guidance of 50-60% growth in revenue and PAT for FY27, supported by a ₹600 crore order book and expanding international presence, signals positive momentum for shareholders. However, Q4 EBITDA margin was slightly compressed due to higher hardware/software purchase costs from new AI infrastructure deals, which may pressure near-term margins until that vertical scales with better margins.