Exato Technologies earnings calls.

Exato Technologies delivered a strong Q1 FY27 with 50% revenue YoY growthCurrent reported value: 50% revenue YoY growth. No comparable prior figure is available in the source record., 82% EBITDA growthCurrent reported value: 82% EBITDA growth. No comparable prior figure is available in the source record., and 104% PAT growthCurrent reported value: 104% PAT growth. No comparable prior figure is available in the source record., driven by international expansion and higher-margin deal execution. The order book expanded from Rs 600 CR to Rs 660 CRCurrent Rs 660 CR. Reported change: +₹60 CR vs Q4., with Rs 251 CR already executed leaving Rs 410 CR to execute. International revenue contributed 27.2% of total revenue, with the US and UK emerging as key growth markets. New leadership hires including ex-TCS CTO Murli Manan and HPE partnership strengthen AI infrastructure capabilities. The company targets 60-70%+ revenue growth and 70-80%+ profitability growth for FY27, with AI infrastructure expected to contribute 25-30% of business. Key risks include customer concentration (top 5 clients contribute ~60% revenue) and relatively lower initial margins (10-12%) in the AI infrastructure vertical. The company is pursuing both organic growth (targeting 500 customers) and inorganic expansion through acquisitions in existing verticals.