Transcript of discussion on the Company''s Audited Financial Results (Standalone and Consolidated) for the quarter and year ended March 31, 2026 presented during the analyst meet held on May 27, 2026.
RESULTS
▲ Positive Development
LOW RISK
📅 Filed on BSE: 03 Jun 2026, 05:23 PM IST · BSE ID: ea43e485-da3b-471f-8a49-ecad0a8ef1aa
View Original BSE Filing (PDF)
💡
In Simple Terms
The company released its investor call transcript showing strong sales and profit growth for the financial year 2026.
🤖 AI Summary
- Ivalue Infosolutions Ltd. disclosed the transcript of its Q4 FY26 earnings call held on May 27, 2026.
- Gross sales for the full year FY26 were INR 2,913.9 crore, representing a 19.5% growth YoY.
- PAT for FY26 stood at INR 102.2 crore, marking a 20% growth YoY, normalized for one-time costs.
- Cybersecurity contributed 50% to gross sales and was identified as the fastest-growing technology segment.
- The company reported a qualified opportunity book of INR 5,800 crore for FY27, with 30%-35% conversion rates.
🔢 Key Numbers — exact figures from BSE filing, not rounded
Gross Sales (FY26)
INR 2,913.9 crore
19.5%
PAT (FY26, normalized)
INR 102.2 crore
20%
Gross Sales (Q4 FY26)
INR 750 crore
12%
Qualified Opportunity Book (FY27)
INR 5,800 crore
Cloud Business Order Book
INR 300 crore
Cash flow from operations
INR 108 crore
Contingent Liabilities (March 31, 2026)
INR 6.3 crore
Contingent Liabilities (March 31, 2025)
INR 10.7 crore
🏢 How This Affects the Company
The company maintained strong performance across all four technology segments, with cybersecurity as a core engine, enhancing its market position. The INR 5,800 crore opportunity book provides substantial revenue visibility for FY27.
Gross sales grew by 19.5% and PAT by 20% for FY26. Improved working capital management led to a cash flow from operations of INR 108 crore and a net cash position of INR 212 crore.
The company has made necessary investments in manpower and office space for the next 2-3 years, indicating an expected increase in operating leverage with over 70% of incremental gross margin flowing to EBITDA. Contingent liabilities decreased from INR 10.7 crore to INR 6.3 crore.
The reduction in contingent liabilities from INR 10.7 crore to INR 6.3 crore due to favorable judgments on customs and GST disputes indicates a decrease in financial risk.
👥 What This Means For Shareholders
✅
Action Required
No immediate action is required from shareholders based on this transcript disclosure.
👤
Who Is Affected
Shareholders are provided with details on the company's financial performance, strategic priorities for FY27, and management's view on capital allocation and shareholder returns, impacting all existing shareholders.
🔍
Management Signal
Management signals a commitment to profitable growth, healthy cash flow generation, and evaluating strategic inorganic opportunities or shareholder return initiatives like dividends or buybacks.
For information only. Not investment advice. ForgeUp is not SEBI-registered.
👁 Watch List — track these upcoming events
Review Q1 FY27 financial results for continuity of growth in sales and profitability.
Monitor progress on announced strategic initiatives in AI, DCI, and ASEAN expansion.
Await further announcements on capital allocation and shareholder return programs.
LOW RISK
The filing indicates strong financial performance and a reduction in contingent liabilities.
💡 Investor Takeaway
Ivalue Infosolutions reported FY26 gross sales of INR 2,913.9 crore, a 19.5% YoY growth, and PAT of INR 102.2 crore, up 20% YoY. The company outlined strategic focus on AI, digital infrastructure, and geographic expansion, with a qualified opportunity book of INR 5,800 crore for FY27.
⚖️ Strengths & Concerns
✅ Positives
- Achieved gross sales of INR 2,913.9 crore for FY26, demonstrating a 19.5% year-on-year growth.
- Reported a PAT of INR 102.2 crore for FY26, showing a 20% year-on-year increase after normalization.
📅 Company Track Record
Ivalue Infosolutions was recently listed, with its IPO in March 2026. The Board approved its FY26 Audited Financial Results on May 27, 2026, confirming an unmodified audit opinion. This transcript provides further detail on those results and future outlook.
Based on publicly available historical data. For context only.
❓ Frequently Asked Questions
What were Ivalue Infosolutions Ltd's gross sales for the full year FY26?
Ivalue Infosolutions Ltd. reported gross sales of INR 2,913.9 crore for the full year FY26, representing a 19.5% increase year-on-year.
What was Ivalue Infosolutions Ltd's PAT for the full year FY26?
The normalized PAT for Ivalue Infosolutions Ltd. for FY26 was INR 102.2 crore, marking a 20% growth year-on-year.
Which technology segment contributed most to Ivalue Infosolutions Ltd's gross sales in FY26?
Cybersecurity was the largest and fastest-growing segment for Ivalue Infosolutions Ltd. in FY26, contributing 50% to its total gross sales.
What is Ivalue Infosolutions Ltd's qualified opportunity book for FY27?
Ivalue Infosolutions Ltd. reported a qualified opportunity book of INR 5,800 crore for financial year 2027, with conversion rates in the range of 30% to 35%.
How did Ivalue Infosolutions Ltd's contingent liabilities change in FY26?
Ivalue Infosolutions Ltd.'s contingent liabilities decreased to INR 6.3 crore as of March 31, 2026, from INR 10.7 crore as of March 31, 2025.
Questions based on this BSE filing only. For information purposes.