NSE: IVALUE · BSE: 544523
IVALUE INFOSOLUTIONS LTD
Curates and distributes enterprise IT solutions drawn from a portfolio of 100+ original equipment manufacturers, functioning as a value-added distributor rather than a product manufacturer. Revenue comes from selling multi-OEM cybersecurity stacks, data-centre infrastructure for AI workloads, cloud platforms and other curated IT solutions to enterprises in India, with a recurring annuity stream built on long-term contracts and support. The company is the sole value-added distributor for Google Cloud Platform in India and serves customers in BFSI, healthcare, IT/ITeS, telecom and government. In Q1FY27, gross sales reached Rs 641.2 crore. The cost base is light — employee cost at 7% of revenue and other operating expenses at 5.5% — reflecting a distribution-led model with negligible materials cost. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Cybersecurity solutions (44%), Data centre infrastructure (22%), Annuity / recurring business (42%), AI-ready and cloud solutions, Other enterprise IT distribution. Asset-light, distribution-led IT solutions business with a heavy recurring revenue mix.
Exhibit 1: Financial summary, FY26–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY26 |
|---|---|
| Revenue | 1,056 |
| EBITDA (ex other income) | 129 |
| margin % | 12.2 |
| Owners' profit | 98 |
| EPS, as reported (₹) | 18.06 |
| ROE % · ROCE % | 17.3 · 23.8 |
| Debt / equity (x) | 0.08 |
| Cash from operations | 108 |
| Capex | (0) |
Exhibit 2: Quarterly performance, last 5 quarters
| ₹ crore | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|
| Revenue | 228 | 329 | 226 | 273 | 180 |
| Profit before tax | 14 | 39 | 21 | 56 | 21 |
| Net profit | 10 | 30 | 16 | 43 | 16 |
| EPS (₹) | 1.92 | 5.43 | 2.86 | 7.85 | 2.85 |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| GNG ELECTRONICS LIMITED | 8,254 | 58.6 | 10.87 | 42.9 | 17.4 | 18.7 | — | 12.8 |
| RASHI PERIPHERALS LIMITED | 5,397 | 16.9 | 2.65 | 12.6 | 13.9 | 18.0 | — | 3.4 |
| MOSCHIP TECHNOLOGIES LTD | 3,370 | 123.9 | 8.25 | 56.9 | 8.6 | 7.4 | 40.9 | 10.1 |
| NELCO LTD | 1,625 | 421.3 | 12.61 | 57.2 | 2.6 | 3.1 | 6.3 | 11.9 |
| D-LINK INDIA LTD | 1,430 | 13.3 | 2.83 | 9.4 | 20.6 | 27.2 | 16.6 | 8.6 |
| IVALUE INFOSOLUTIONS LTD ◆ | 1,186 | 11.4 | 2.09 | 7.5 | 17.3 | 21.9 | — | 13.4 |
| CONTROL PRINT LIMITED | 951 | 24.4 | 2.11 | 9.8 | 9.7 | 15.5 | 18.8 | 13.4 |
| BHARAT GLOBAL DEVELOPERS LIMIT | 782 | 285.9 | 4.11 | — | (0.1) | (0.1) | — | — |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 11.4 | 24.9 | 4 of 16 | 80% |
| P/B | 2.1 | 2.7 | 6 of 16 | 67% |
| ROCE | 21.9 | 14.9 | 3 of 19 | 89% |
| ROE | 17.4 | 9.1 | 4 of 16 | 80% |
| Debt / Equity | 0.1 | 0.1 | 8 of 16 | 53% |
| EBITDA margin | 13.4 | 8.8 | 3 of 13 | 83% |
| Revenue growth | (21.1) | 7.0 | 11 of 15 | 29% |
| Profit growth | 51.7 | 30.0 | 7 of 15 | 57% |
| Market cap | 1186 | 551 | 6 of 19 | 72% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 12 Oct 2026 · Quarterly compliance certificate on share dematerialization filed | compliance | minimal | — | — |
| 6 Oct 2026 · Promoter acquires 35,661 shares via open market purchase | ownership changes | high | — | — |
| 26 Sept 2026 · Trading Window Closure Ahead of Q2 FY26 Results Declaration | compliance | minimal | — | — |
| 16 Sept 2026 · iValue Infosolutions to attend Anand Rathi G-200 Summit on Sep 21 | board shareholder meetings | low | — | — |
| 1 Sept 2026 · Virtual analyst and investor meet scheduled for September 7, 2026 | board shareholder meetings | low | — | — |
| 24 Aug 2026 · ICRA upgrades iValue Infosolutions credit rating to A+ and A1+ | credit debt | medium | — | — |
| 21 Aug 2026 · iValue Infosolutions: All 6 resolutions passed at 18th AGM | compliance | minimal | — | — |
| 20 Aug 2026 · NSE seeks clarification from Ivalue Infosolutions on Q1 FY27 results | compliance | low | — | — |
| 19 Aug 2026 · Summary of 18th AGM proceedings held on August 19, 2026 | board shareholder meetings | low | — | — |
| 7 Aug 2026 · iValue to attend Emkay Confluence 2026 investor meet on Aug 12 | board shareholder meetings | low | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.