Thursday, 5 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Ivalue Infosolutions Earnings Call Transcript: Key Takeaways

Q2 gross sales rose 14% QoQ but fell 17.6% YoY; H1 fell 8.1%. Management reiterated 20% FY27 growth, and one-time items flatter margins and other income.

Ivalue Infosolutions Q2 FY27 concall: date, live audio and summaryConcall page →
Guidance and delivery
Management target Revenue 20.0% FY27
Highlights
Revenue growthQ2 down 17.6% YoY; H1 down 8.1%; QoQ up 14%, large-deal driven.
MarginsNormalised gross margin 8.9% Q2, 8.6% H1; admitted pressure.
Order bookFunnel ₹6,900 Cr vs ₹6,149 Cr QoQ; not booked orders.
Demand visibilityCyber refresh deferred to next FY; funnel up 12% to ₹6,900 Cr.
Management confidenceBalanced-optimistic; H1 shortfall acknowledged, H2 confidence asserted.

Growth

Q2 ₹731.6 Cr: -17.6% YoY, +14% QoQ; H1 -8.1%. Q2 gross margin 9.6% includes a one-time high-margin deal; normalised 8.9%.

Outlook

Reiterates 20% FY27 revenue and PAT growth. Pipeline ₹6,900 Cr, up 12% QoQ. Management says large deals slip into Q3/Q4.

Risks

20% FY27 guidance requires a steep H2 ramp. Margin pressure admitted in Q&A. ₹3.7 Cr land gain sits in other income.

Source

Earnings Call Transcript filed with NSE, NSE: IVALUE. Summary written with AI assistance from the document.

Read the document ↗

Ivalue Infosolutions Ltd: key numbers

Share price
₹194.49
Market cap
₹1,065 Cr
Revenue (annual)
₹1,056 Cr
Net profit (annual)
₹98.23 Cr
P/E (TTM)
10.3×Sector 23.4×
Promoter holding
32.09%-0.01% QoQ
FII holding
2.86%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Ivalue Infosolutions Ltd

All →