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View Claim Ledger →Dev Information Technology Limited — Q4 FY26
Dev IT reported Q4 FY26 consolidated total income of ₹56 cr (+8.1% YoY), with EBITDA surging 68.5% to ₹5.04 cr and margin expanding 322 bps to 8.99%.
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Dev IT reported Q4 FY26 consolidated total income of ₹56 cr (+8.1% YoY), with EBITDA surging 68.5% to ₹5.04 cr and margin expanding 322 bps to 8.99%. Net profit stood at ₹8.96 cr (vs ₹1.13 cr in Q4 FY25), boosted by exceptional gains. Full-year revenue was ~₹190 cr, near the lower end of guidance, as management deliberately prioritized India market stability amid geopolitical uncertainty, sacrificing margin. Strategic initiatives include a 25% stake sale to XUS Infoch for North America on-site presence, an exclusive distribution deal for Tally Intelligence AI platform, and transfer of product businesses to By Technosis. FY27 revenue guidance is ~₹200 cr with 15-20% growth expected in FY28. Key risk: integration delays with XUS and UCI could hamper near-term revenue ramp-up.
देव आईटी ने चौथी तिमाही में कुल आय 56 करोड़ रुपये बताई, जो पिछले साल से 8.1% ज्यादा है। कंपनी का मुनाफा बढ़ाने वाला EBITDA 68.5% बढ़कर 5.04 करोड़ रुपये हो गया। शुद्ध लाभ 8.96 करोड़ रुपये रहा, जो पिछले साल के 1.13 करोड़ से काफी ज्यादा है, लेकिन इसमें एक बार के फायदे शामिल हैं। पूरे साल की आय लगभग 190 करोड़ रुपये रही, जो अनुमान के निचले स्तर पर है। कंपनी ने विदेशी अनिश्चितता के कारण भारत पर ध्यान केंद्रित किया, जिससे मुनाफा कम हुआ। नई योजनाओं में उत्तरी अमेरिका में काम के लिए 25% हिस्सेदारी बेचना और टैली इंटेलिजेंस AI प्लेटफॉर्म का वितरण शामिल है। अगले साल 200 करोड़ और उसके बाद 15-20% बढ़ोतरी का अनुमान है। खतरा: नए साझेदारों के साथ काम शुरू करने में देरी से आय प्रभावित हो सकती है।
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Focused Modules
Risks
4 risks
Risk Intelligence
Integration delays with XUS and UCI
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Order Book
₹50-60 cr
N/A
Current order book as of the call date, providing near-term revenue visibility.
Export Revenue
₹45 cr
+28.6% YoY
Export business grew from ₹35 cr in FY25 to ₹45 cr in FY26, driven by cloud and cybersecurity.
Cloud Revenue
₹25 cr
N/A
Cloud revenue for FY26, a key growth area within the export segment.
Managed Services Share
27%
N/A
Managed IT services contributed 27% of total revenue, indicating recurring revenue base.
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Guidance and risk preview
Management expects consolidated revenue of approximately ₹200 crore for FY27, driven by strategic partnerships and integration.
The strategic alliance with XUS and UCI has taken longer than expected, delaying revenue realization and margin improvement.
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