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View Claim Ledger →Dynacons Systems and Solutions Ltd — Q3 FY26
Dynacons delivered a steady Q3 FY26 with revenue of 341 crore (+10% YoY) and EBITDA of 41 crore (+49% YoY), with margins expanding to 11.9% (+310 bps YoY).
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high
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2-Minute Summary
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Dynacons delivered a steady Q3 FY26 with revenue of 341 crore (+10% YoY) and EBITDA of 41 crore (+49% YoY), with margins expanding to 11.9% (+310 bps YoY). PAT grew 27% YoY to 23 crore. Growth was driven by strong execution in data center and cloud infrastructure, managed services, and key wins including a ~250 crore RBI order and core banking as a service for 38 cooperative banks. The order book stands at 2,389 crore (~2-year visibility). Management expects continued margin improvement from richer solution mix and annuity-based revenue (currently 21% of revenue). Risks include potential hardware price volatility, though management cites back-to-back OEM agreements as mitigation. No specific revenue or margin guidance was provided.
Risks4 trackedTranscriptfull text
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Hardware price volatility and supply chain disruptions
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Order Book
2,389 Cr
+N/A
Order book as of Dec 31, 2025, providing strong revenue visibility with average execution timeline of ~2 years.
Order Pipeline
3,830 Cr
+N/A
Pipeline of opportunities across data center, cloud, networking, managed services, and workplace solutions.
Recurring Revenue Share
21%
+N/A
Managed services and annuity-based revenue as a percentage of total revenue, expected to grow significantly.
Data Center & Cloud Revenue Share
37%
+23pp vs historical 14%
Contribution from data center and cloud solutions has grown from 14% to 37% over the years.
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Guidance and risk preview
Management believes current EBITDA margin level of 11.9% is sustainable and can improve further with richer solution mix and annuity contracts.
Rising laptop and server prices due to global AI demand could impact margins if not passed through.
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