DCI / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Dc Infotech And Communication · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

63%

Numeric claims

0

Consistency

—

Question ledger

What was answered, and how?

Yash Vishwanath · Passoon Exponentials

partial

Where does DC Infotech fit in the AI value chain in India over 3-5 years?

we are trying to cover a 360 degrees of uh what an AI ready company or AI data center or AI infrastructure may need... we should be able to give the complete 360 degree solution

Yash Vishwanath · Passoon Exponentials

direct

What are the biggest cybersecurity concerns enterprises prioritize now?

cloud security uh still remains the paramount... with AI and AI data centers... manage security and DDoS is something which is uh has seen currently a major traction

Yash Vishwanath · Passoon Exponentials

evasive

How should investors think about working capital intensity and improvement scope?

improvement is always there's room for improvement... as our journey continues towards that 1000 cr desired landmark... entering bigger and larger project size requires a little higher capacity

Yash Vishwanath · Passoon Exponentials

direct

Why choose Dubai as first international market and what is the strategy?

we chose GCC mainly Dubai to be a base... to address that Gulf and African market... we are trying to be more of a service oriented approach... rather than a distribution builder

Vikrant Sahu · RK advisory

evasive

How does the company manage Samsung vendor concentration risk?

Samsung is one of the key technologies... we are exclusive partner for them... I don't think there is any threat or risk there

Vikrant Sahu · RK advisory

partial

Can you quantify the revenue exposure to Samsung?

it should be uh approximately I not exact figures there but around 150 3175 crores.

Vikrant Sahu · RK advisory

direct

What is the progress on Arbor and NETSCOUT partnership?

we are uh forcout and arbor we are the most preferred partner in uh this geography approximately 60 to 70% business is driven by DC infoch

Vikrant Sahu · RK advisory

direct

What is the contribution of Sandur partnership to Middle East expansion?

we have signed for middle east but... the situation out there uh has changed... we are not able to get something very notable on table till now

Shan Modi · syndicate family office

direct

What are the top three priorities for FY27?

complete our AI infrastructure basket... getting into larger projects and more solution driven orders... keep an eye on the emerging technologies

Shan Modi · syndicate family office

declined

What is the long-term EBITDA margin target as shift to solutions?

Obviously better than this... If you want to quantify in terms of numbers uh I may not be able to do that

Shan Modi · syndicate family office

partial

How will subscription and managed services affect revenue and margins?

the ideal situation is the recurring business and recurring business comes from subscriptions and services where it's a yearly cycle

Nimsh · Research desk

direct

How will product to services revenue mix evolve and targeted services contribution?

we are approximately uh uh 20% uh comes from software and services 80% of our revenue comes from products and solutions... aspiration is to take from the 20 to 25% in years to come