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A source-linked quarter view: reported numbers, management language, guidance, and the risks that should carry forward.
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Revenue
₹273 Cr
verified against source
Revenue YoY
19.5%
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.
iValue Infosolutions delivered a strong FY26 with gross sales of ₹2,913.9 Cr (+19.5% YoY) and PAT of ₹102.3 Cr (+20% YoY), driven by broad-based growth across all four technology segments. Cybersecurity remained the core engine, contributing 50% of revenue and growing fastest. The company built a cloud order book exceeding ₹300 Cr, providing multi-year revenue visibility. Management guided for FY27 to outperform FY26, targeting 18-20% revenue growth and 20-22% PAT growth, supported by a qualified opportunity pipeline of ₹5,800 Cr with 30-35% conversion rates. Operating leverage is expected to sustain, with >70% of incremental gross margin flowing to EBITDA. Key risks include potential supply chain disruptions in DCI and competitive pressure in low-value-add deals.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects FY27 revenue growth to be in the range of 18-20%, faster than FY26's 19.5%.
- PAT growth is guided at 20-22% for FY27, driven by operating leverage and margin stability.
- Over 70% of incremental gross margin is expected to flow to EBITDA over the next 2-3 years.
- Board may consider shareholder returns (dividend/buyback) if no suitable acquisition is pursued in FY27.
Risks flagged
- Potential shortages of memory and chips could delay deliveries and impact DCI revenue growth.
- In Q1 FY26, margins dipped due to forex and component cost changes; similar pressures could recur.
- Planned entry into RCM markets is measured but carries risks of slower adoption and higher costs.
- Revenue and debt are cyclical, with Q4 large deals causing spikes in Q1 debt; any delay could impact cash flows.
Key quotes
- Our qualified opportunity book has reached up to 5,800 cr with conversion rates in the range of 30 to 35%. This gives us strong revenue visibility and margin predictability as we enter financial year 2027.
- Out of the incremental gross margin which we had in this year as compared to last year more than 85% of it has come down into our EBITDA. Going forward we believe that this operating leverage will sustain and more than at least more than 70% of the incremental gross margin will be coming down as an incremental EBITDA directly to us.
- We will maintain and sustain our growth trajectory that we have mentioned to the market. We will continue to sustain and maintain that like typically 18 to 20% on the top line and about 20 22% on PAT.
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