Q2 revenue up 28%; management flags future margin pressure

Management guided margin pressurePromoter disclosed acquisition plansOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+12.9%Reaction day

₹135.30

prior close

₹138.90

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used+1.4%+11.5% vs market

Computers - Software & Consulting peers, median of 67sector+0.4%+12.5% vs sector

On the reaction day the stock moved 11.5 pts more than Nifty Microcap 250 and 12.5 pts more than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.6

10m

-0.6

15m

-0.5

30m

+0.6

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+12.9+1.4+11.5+0.4+12.5

Next day

+24.0+1.7+22.3-0.0+24.0

+18.4+3.9+14.4-0.2+18.5

+23.6+5.1+18.5+1.6+22.0

+25.9pendingpending+1.5+24.4

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15d

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UpDownMarket · Nifty Microcap 250Sector · Computers - Software & Consulting peers, median of 67Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 revenue rose 28% year on year to Rs 166 crore. EBITDA was Rs 41 crore, up 14%, while PAT was Rs 26 crore, up 16%. PAT margin was 16% and EBITDA margin 24%. Management reported healthy demand and an order pipeline, but said AI and sales investment may pressure future margins. It is evaluating ServiceNow, AI and data firms with revenue of USD 5 million to USD 15 million and gave no full-year forecast.

Likely market impact

Strong growth and a 24% EBITDA margin support sentiment, but AI spending may pressure margins and no full-year guidance was given.