Back-ended Q4 performance
A significant portion of annual PAT is expected in Q4, which depends on timely closure of large deals; any delays could impact full-year targets.
IVALUE / Q3-FY26 / risks
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Ivalue Infosolutions · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
ALM segment underperformance
Application lifecycle management segment saw a significant decline due to misjudgment of contract value ratios; recovery may be slower than expected.
High tax outflows due to TDS deductions
Tax paid is significantly higher than provision due to TDS deductions by customers, leading to large refund cycles and cash flow timing mismatches.
AI disruption risk to system integrator model
If AI enables customers to bypass system integrators, Ivalue may need to build direct customer relationships, though management sees this as a tailwind.