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Revenue
₹239.46 Cr
verified against source
Revenue YoY
32.6%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
DC Infotech reported FY26 revenue of ₹736.97 crore (+32.6% YoY) and PAT of ₹21.21 crore (+46.3% YoY), driven by strong demand across networking (30%), UC&C (36%), and cybersecurity (27%). Management highlighted a strategic shift toward AI infrastructure, managed services, and recurring revenue, with a target to increase services/software contribution from 20% to 25% over the medium term. The company expanded its channel ecosystem to 2,000+ touchpoints and secured a three-year procurement deal with Tata Communications. However, the UAE subsidiary's growth has been temporarily moderated by geopolitical headwinds, and management declined to provide specific margin guidance. Key risks include vendor concentration (Samsung ~₹150-175 crore exposure) and working capital intensity from larger project wins.
Colored figures show movement against the previous available record.
Guidance to track
- Management reiterated the aspiration to reach ₹1,000 crore revenue, stating they are on track.
- Aim to increase the contribution of software and services from current 20% to 25% over the medium term.
- Priority for FY27 is to add products and technologies needed for AI-ready data centers and infrastructure.
Risks flagged
- Samsung contributes approximately ₹150-175 crore annually, a significant portion of revenue. Management acknowledged the risk but expressed confidence in diversification ability.
- UAE subsidiary's business activity experienced temporary moderation due to geopolitical developments, delaying order conversion despite strong engagement.
- As the company targets larger AI infrastructure projects, working capital requirements increase. Management acknowledged scope for improvement but noted it's a natural outcome.
Key quotes
- We are trying to cover a 360 degrees of what an AI ready company or AI data center or AI infrastructure may need.
- Our aspiration is to take from the 20 to 25% in years to come in the medium term.
- We are not able to get something very notable on table till now. Hopefully once the situation stabilizes... we start converting into PO.
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