BSEMeta Infotech LtdMediumNeutral
Announced Fri, 29 May · 15:47 IST

Please find enclosed investor presentation for Half Year and Year Ended March 31, 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-9.7%1-day move
₹79.25
prior close
₹75.29
base price
After-mkt
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+0.0+0.0+0.0+0.0-9.7-10.4-16.1-14.2-11.7-7.9+7.3-4.2
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AI summary

Meta Infotech, a cybersecurity solutions provider listed on BSE, reported highest-ever revenue of Rs 2,700 million in FY26, up 23% YoY. However, profitability declined with EBITDA at Rs 180 million (down 27% from Rs 246 million) and PAT at Rs 109 million (down 24% from Rs 143 million) due to strategic investments. Gross margin compressed to 21% vs 23% YoY. The company onboarded 6 new vendors, expanded to 309 employees (90%+ with technical expertise), and entered new cities including Hyderabad, Chennai, Bangalore, and Delhi. The order book stood at Rs 5,060 million as of May 27, 2026, representing 1.9x FY26 revenue. Vision 2029 targets include PAT of up to 4x FY26 levels and employee strength of 450+.

Likely market impact

The stock is positioned in a growing cybersecurity market but faces near-term margin pressure from expansion investments. The shift toward high-margin services and 1.9x revenue order book provides reasonable growth visibility. Management's explicit focus on margin improvement through service-led model and operating leverage should support profitability recovery.