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Component price volatility and margin pressure
View Risks →Esconet Technologies Ltd — Q4 FY26
Esconet Technologies reported consolidated revenue of ₹357 crore for FY26, up 53.4% YoY, driven by enterprise customer expansion and infrastructure projects.
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Esconet Technologies reported consolidated revenue of ₹357 crore for FY26, up 53.4% YoY, driven by enterprise customer expansion and infrastructure projects. EBITDA stood at ₹12.25 crore, impacted by component cost inflation and strategic investments in cloud, cybersecurity, and indigenous computing. PAT was ₹6.16 crore, declining YoY due to margin compression and finance costs. The second half showed strong recovery with H2 EBITDA up 183% vs H1. Management highlighted Nvidia Elite partner status and Red Hat certification as key differentiators. Guidance focuses on margin improvement, scaling cybersecurity, and achieving MeitY empanelment for ZCloud. Risk: component price volatility could again pressure margins if not adequately hedged.
एस्कोनेट टेक्नोलॉजीज ने वित्त वर्ष 26 में 357 करोड़ रुपये की कमाई की, जो पिछले साल से 53.4% ज्यादा है। यह बढ़ोतरी बड़े ग्राहकों और बुनियादी ढांचे के कामों से हुई। कंपनी का मुनाफा (EBITDA) 12.25 करोड़ रुपये रहा, जो पार्ट्स की बढ़ती कीमतों और क्लाउड, साइबर सुरक्षा, देसी कंप्यूटिंग में निवेश से प्रभावित हुआ। शुद्ध मुनाफा (PAT) 6.16 करोड़ रुपये रहा, जो पिछले साल से कम है, क्योंकि मुनाफा कम हुआ और कर्ज का खर्च बढ़ा। साल के दूसरे हिस्से में जबरदस्त सुधार हुआ, जहां EBITDA पहले हिस्से से 183% ज्यादा रहा। कंपनी ने Nvidia और Red Hat जैसी बड़ी कंपनियों से साझेदारी को अपनी खास ताकत बताया। आगे मुनाफा बढ़ाने, साइबर सुरक्षा को बढ़ाने और ZCloud के लिए सरकारी मंजूरी लेने पर ध्यान होगा। खतरा: पार्ट्स की कीमतों में उतार-चढ़ाव से मुनाफा फिर दब सकता है।
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H2 EBITDA growth vs H1
183%
+183% HoH
Second half EBITDA increased 183% compared to first half, indicating strong recovery.
H2 PAT growth vs H1
262%
+262% HoH
Second half PAT grew 262% versus first half, showing profitability rebound.
Property, plant & equipment
₹9.89 Cr
+108% YoY
PPE increased from ₹4.75 Cr to ₹9.89 Cr, reflecting infrastructure investments.
Trade receivables reduction
₹8.5 Cr
-₹8.5 Cr
Receivables reduced by approximately ₹8.5 crore, improving working capital efficiency.
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Guidance and risk preview
Management aims to improve profitability through better business mix and higher contribution from scalable platforms.
Sharp increases in component costs in H1 FY26 compressed margins; similar volatility could recur if not adequately hedged.
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