ESDS Software Solution Limited (ESDS)
சுருக்கம்
ESDS Software Solution Limited closed at ₹1,265.20 on 12 Nov 2026. Data as of 12 Nov 2026.
விலை
- சந்தை மதிப்பு
- ₹14,830 கோடி
பங்குச் சந்தை செயல்பாடு12 நவ. 2026
- டெலிவரி
- 43.89% எதிர் சராசரி 45.84%
- வால்யூம் அதன் சராசரியுடன் ஒப்பீடு
- 0.5×
- விலை வரம்பு
- Upper band, 12 Nov
நிகழ்வுகள்
- சமீபத்திய முடிவுகள்
- Q2 FY27, தாக்கல் செய்யப்பட்டது 2 நவ. 2026
- இயக்குநர் குழுக் கூட்ட அறிவிப்பு
- 2 நவ. 2026
பங்குச் சந்தைத் தரவு. ஒவ்வொரு எண்ணும் அதன் சொந்தப் பக்கம் காட்டும் வடிவத்திலேயே; தேதிகள் தரவின் தேதிகள். தகவலுக்கு மட்டுமே, முதலீட்டு ஆலோசனை அல்ல.
📈 பங்கு விலை & நிகழ்வுகள்
Q2 FY27 முடிவுகள்
ESDS Software Solution Limited reported Q2 FY27 results on 2 Nov 2026: revenue ₹138 Cr, and net profit ₹31.1 Cr; the operating margin was 41.8%.
| Q2 FY27 (₹ கோடி) | மதிப்பு | YoY | QoQ |
|---|---|---|---|
| வருவாய் | ₹138 | — | +3.5% |
| செயல்பாட்டு லாபம் | ₹57.8 | — | +3.1% |
| நிகர லாபம் | ₹31.1 | — | +6.2% |
| EPS (₹) | 2.83 | — | -3.1% |
| செயல்பாட்டு லாப வரம்பு | 41.8% | — | — |
ESDS டெலிவரி சதவீதம்
க்கான NSE EOD தரவு
On Thu, 12 Nov 2026, 43.89% of the ESDS shares traded on NSE were taken to delivery, against the stock's own 20-session average of 45.84%. That is close to its usual level. Volume was 0.5 times its average, well below normal. It closed at its upper price band (circuit) on 12 Nov, one of 14 band closes in about the last 20 sessions.
கடந்த 5 அமர்வுகளில் டெலிவரி: 39.3% · 56.7% · 30.5% · 46.9% · 43.9%
பங்குச் சந்தை வெளியிட்டவற்றின் விளக்கம், பரிந்துரை அல்ல. "accumulation" அல்லது "லாங் பில்டப்" போன்ற பெயர்கள் எண்களில் உள்ள ஒரு வடிவத்தை குறிக்கின்றன. டெலிவரி எவ்வாறு பகுப்பாய்வு செய்யப்படுகிறது
📢 சமீபத்திய கார்ப்பரேட் அறிவிப்புகள்
ESDS Software Solution Limited announced the publication of newspaper advertisements regarding its 21st Annual General Meeting (AGM). The AGM is scheduled to take place virtually on Monday, November 30, 2026, at 11:00 AM IST via Video Conferencing or Other Audio Visual Means. The company has fixed Monday, November 23, 2026, as the cut-off date to determine eligibility for remote e-voting. Electronic dispatch of the Annual Report for FY 2025-26 was completed on November 06, 2026.
- 21st Annual General Meeting scheduled for Monday, November 30, 2026, at 11:00 AM IST
- Cut-off date for remote e-voting eligibility set for Monday, November 23, 2026
- Dispatch of AGM notice and FY 2025-26 Annual Report completed on Friday, November 06, 2026
- Advertisements published in Business Standard (English) and Gavkari (Marathi)
ESDS Software Solution released its Q2 FY27 earnings call transcript following its listing on September 4, 2026. Management guided an addition of ₹1,000 crore per year to its India business revenue by June-July 2027. To support this growth, the company plans to add 1,150 to 1,200 GPUs in India by June-July 2027, with further additions slated for August-September 2027. ESDS is actively partnering with NVIDIA, Supermicro, and Dell to shorten AI factory deployment cycles to under 6 months.
- Targets ₹1,000 crores per year addition to India revenue by June-July 2027
- Adding 1,150 to 1,200 GPUs in India on an immediate basis by June-July 2027, with more in August-September
- Working with NVIDIA, Supermicro, and Dell to compress AI factory delivery cycles to less than 6 months
- Q2 FY27 earnings conference call was held on November 02, 2026 following IPO listing on September 04, 2026
ESDS Software Solution Limited has issued notice for its 21st Annual General Meeting scheduled for November 30, 2026, via Video Conferencing. Key agenda items include adopting FY26 audited accounts, re-appointing Whole-time Director Ms. Komal Piyush Somani, and ratifying the pre-IPO ESOP 2021 scheme post-listing. The cut-off date for e-voting is set as November 23, 2026, with the voting window open from November 26 to November 29, 2026. This is a standard post-listing compliance and governance filing.
- 21st Annual General Meeting scheduled for Monday, November 30, 2026, at 11:00 AM IST via VC/OAVM
- Shareholder e-voting cut-off date fixed as Monday, November 23, 2026
- E-voting period runs from November 26, 2026 (9:00 AM) to November 29, 2026 (5:00 PM)
- Proposed appointment of Secretarial Auditors for a 5-year term at Rs 1,80,000 per financial year
- Re-appointment of Whole-time Director Ms. Komal Piyush Somani holding 10,174,322 shares (8.68% stake)
ESDS Software Solution has released its 21st Annual Report for FY25-26 and scheduled its AGM for November 30, 2026, via video conferencing. Key disclosed operational highlights for FY26 include revenue from operations of ₹4,722.10 million (up 30.68%) and PAT of ₹1,208.23 million. The company highlighted an AI cloud infrastructure deal signed on March 31, 2026, for ~8,208 NVIDIA B300 GPUs in Australia with a total contract value of ~$1,250 million, expecting revenue recognition from Q3 FY27. Remote e-voting for shareholders will be open from November 26 to November 29, 2026.
- 21st Annual General Meeting scheduled for November 30, 2026, with cut-off date on November 23, 2026
- FY26 Revenue from Operations reported at ₹4,722.10 million with EBITDA margin of 49.60%
- FY26 Profit After Tax reached ₹1,208.23 million, with international markets contributing 25.51% of revenue
- Customer advance of ₹11,766.35 million recorded for the Australian AI infrastructure contract (total contract value ~$1,250 million)
ESDS Software Solution Limited has appointed Mr. Sushil Kadu as Chief Product Officer (Senior Management Personnel) effective November 02, 2026. Mr. Kadu brings over 20 years of experience in technology leadership, most recently serving at Amdocs India where he led a 70+ engineer team across GenAI, RAG, and cloud-native platforms. In his new role, he will focus on strengthening ESDS's Swaraj Platform and introducing new product features. Financially, ESDS posted revenue of Rs 133.66 crore and net profit of Rs 29.28 crore in Q1 FY27 (Jun 2026).
- Appointment of Mr. Sushil Kadu as Chief Product Officer effective November 02, 2026
- Candidate brings over 20 years of experience in technology and product leadership
- Previously managed a global team of 70+ engineers at Amdocs India focusing on AI and cloud platforms
- Designated to drive enhancements to ESDS's Swaraj Platform and lead new product launches
ESDS Software Solution released its Q2/H1 FY27 investor presentation following its recent listing. In H1 FY27, the company reported revenue from operations of ₹2,719.9 million (₹271.99 cr) with an EBITDA margin of 41.82% and a PAT margin of 22.19%. As of September 30, 2026, the company holds ₹6,730.9 million in unutilised IPO proceeds out of the ₹7,200.0 million raised, with ₹5,760.0 million earmarked for cloud computing and data centre infrastructure expansion.
- H1 FY27 Revenue from operations reached ₹2,719.9 million with a 41.82% EBITDA margin and 22.19% PAT margin
- Customer metrics show 2,545 total customers with an 86.7% revenue retention rate as of September 30, 2026
- IPO proceeds utilisation: ₹6,730.9 million remains unutilised out of ₹7,200.0 million raised on September 4, 2026
- Planned capex: ₹5,760.0 million earmarked entirely for cloud computing equipment and data centre infrastructure (0% utilised so far)
ESDS Software Solution reported a 48% YoY growth in Q2FY27 revenue from operations to ₹1,383.4 million (₹138.34 crore), with QoQ revenue rising 4%. Net profit (PAT) increased by 40.7% YoY to ₹310.9 million (₹31.09 crore) with a PAT margin of 22.5%, though EPS slightly contracted sequentially to ₹2.83 from ₹2.92 in Q1FY27. EBITDA for the quarter stood at ₹577.6 million, up 18.3% YoY, delivering a 41.8% EBITDA margin. The company launched its SWARAJ Cloud platform along with cybersecurity products and appointed Sushil Kadu as Chief Product Officer.
- Q2FY27 Revenue from operations rose 48% YoY and 4% QoQ to ₹1,383.4 million
- PAT reached ₹310.9 million, up 40.7% YoY with a net margin of 22.5%
- EBITDA stood at ₹577.6 million, an 18.3% YoY increase with an EBITDA margin of 41.8%
- Service contribution: IaaS 50.5%, Managed Services 31.2%, and SaaS 18.3%
- IPO expenses of ₹23.4 million debited to expenses in Q2FY27; adjusted EBITDA would be ₹601.0 million
ESDS Software Solution reported a strong Q2 FY27 standalone performance with revenue from operations growing 44.3% YoY to ₹120.95 crore (₹1,209.46 million) compared to ₹83.79 crore in Q2 FY26. Standalone net profit for the quarter rose 161.7% YoY to ₹23.19 crore (₹231.91 million) from ₹8.86 crore, with diluted EPS expanding to ₹2.07 against ₹0.87. For H1 FY27, revenue reached ₹237.11 crore with PAT of ₹41.39 crore. Separately, the board appointed Sushil Kadu as Chief Product Officer to strengthen its Swaraj Platform, and confirmed no deviation in IPO proceeds utilization (₹46.91 crore deployed so far).
- Q2 revenue from operations climbed 44.3% YoY to ₹1,209.46 million (₹120.95 crore)
- Standalone PAT increased 161.7% YoY to ₹231.91 million from ₹88.64 million
- Diluted EPS improved to ₹2.07 in Q2 FY27 compared to ₹0.87 in Q2 FY26
- IPO fund utilization remains on track with zero deviation across the ₹7,200 million issue, with ₹469.13 million deployed to date
- Appointed Sushil Kadu as Chief Product Officer effective November 02, 2026
ESDS Software Solution Limited announced the results of its Postal Ballot e-voting concluded on October 12, 2026. Shareholders approved all four proposed resolutions with over 99.9% majority, including the revision of remuneration for Managing Director Piyush Prakashchandra Somani and Whole-time Director Komal Piyush Somani. Additionally, the appointment and remuneration of Sameer Suresh Redij as Whole-time Director (Chief Business Officer) for three years starting July 13, 2026, was approved. Total voting turnout reached 70,031,179 votes polled out of eligible share capital.
- Appointment of Sameer Suresh Redij as Whole-time Director (CBO) approved for 3 years effective July 13, 2026, with 99.98% votes in favour.
- Revision of remuneration for MD Piyush Prakashchandra Somani approved with requisite majority.
- Revision of remuneration for Whole-time Director Komal Piyush Somani approved with 99.94% votes in favour out of 23,908,947 polled non-promoter votes.
- E-voting period ran for 30 days from September 13, 2026, to October 12, 2026, based on a cut-off date of September 10, 2026.
ESDS Software Solution reported Q1 FY27 revenue from operations of ₹133.66 crore, up 7.28% YoY, but down 20.20% sequentially due to the high base of a one-time design services contract in Q4 FY26. Profit after tax rose 14% YoY to ₹29.28 crore with an EBITDA margin of 42% (EBITDA at ₹55.9 crore). Revenue was driven by Infrastructure-as-a-Service (51%), Managed Services (31.31%), and SaaS (17.55%). Management highlighted plans to conclude approximately ₹1,500 crore in capex during FY27 funded by IPO proceeds, customer advances (reported at ₹1,177 crore), and partial debt.
- Q1 FY27 revenue reached ₹133.66 crore, up 7.28% YoY but down 20.20% QoQ
- Profit after tax grew 14% YoY to ₹29.28 crore with an EBITDA margin of 42%
- Revenue mix stood at 51% IaaS, 31.31% Managed Services, and 17.55% SaaS
- Management plans capex of around ₹1,500 crore in FY27 supported by ₹1,177 crore in customer advances, IPO funds, and debt
- GPU hardware delivery constraints noted with lead times ranging between 4 to 9 months
ESDS Software Solution Limited announced that India Ratings upgraded its bank loan facilities rating on September 29, 2026. The upgraded rating stands at 'IND A/Stable/IND A1' for its long-term and short-term facilities. In its latest reported quarter (Jun 2026), the company posted revenue of ₹133.66 crore and net profit of ₹29.28 crore. The rating upgrade reflects an improved credit profile and debt servicing capacity.
- India Ratings upgraded bank loan facilities on September 29, 2026
- Long-term and short-term facilities upgraded to IND A/Stable/IND A1
- Jun 2026 quarterly revenue was ₹133.657 crore with net profit of ₹29.277 crore
ESDS Software Solution Limited has notified stock exchanges regarding the closure of its trading window pursuant to SEBI Insider Trading Regulations. The window will close on Thursday, October 01, 2026, and remain closed until 48 hours following the declaration of unaudited standalone and consolidated financial results for the quarter and half-year ending September 30, 2026. This restriction applies to all Designated Persons and their immediate relatives. The specific date of the board meeting to review and approve these financial results will be intimated separately.
- Trading window closes on Thursday, October 01, 2026
- Closure period extends until 48 hours post declaration of Q2/H1 financial results
- Applies to unaudited financial results for the period ending September 30, 2026
ESDS Software Solution reported its first post-listing quarterly financial results for the quarter ended June 30, 2026. On a standalone basis, revenue from operations reached ₹1,161.66 million (₹116.17 crore), up 26.6% YoY compared to ₹917.69 million in Q1 FY26. Standalone net profit for the quarter stood at ₹181.99 million (₹18.20 crore), up 36.2% YoY against ₹133.64 million in Q1 FY26. The company successfully listed on NSE and BSE on September 4, 2026, at an issue price of ₹429 per share via the direct listing route.
- Standalone revenue from operations reached ₹1,161.66 million (₹116.17 crore) vs ₹917.69 million in Q1 FY26
- Standalone profit after tax (PAT) rose to ₹181.99 million (₹18.20 crore) compared to ₹133.64 million in Q1 FY26
- Total standalone expenses were ₹933.71 million, with employee benefit expenses at ₹229.75 million
- Basic EPS for Q1 FY27 was ₹1.81 per share (face value ₹1 each)
- Shares listed on BSE and NSE on September 4, 2026, at an issue price of ₹429 per equity share
ESDS Software Solution Limited has scheduled its Q1 FY27 earnings conference call for Friday, September 25, 2026, at 11:00 AM IST. The call is organized by Systematix Institutional Equities to discuss performance for the quarter ended June 30, 2026. The management team will be represented by Chairman & Managing Director Piyush Somani and Chief Financial Officer Nadukuru Sita Ramaiah.
- Conference call scheduled for September 25, 2026, at 11:00 AM IST
- Call will cover financial performance for quarter ended June 30, 2026 (Q1FY27)
- Hosted by Systematix Institutional Equities
- Primary dial-in number: +91 22 6280 1297 / Secondary: +91 22 7115 8198
ESDS Software Solution Limited announced the closure of its trading window for designated persons and their immediate relatives starting Tuesday, September 22, 2026. The closure is in compliance with SEBI Insider Trading regulations ahead of the declaration of financial results for the quarter ended June 30, 2026. The trading window will reopen 48 hours after the financial results are published. The exact date for the board meeting to consider and approve the results will be announced separately.
- Trading window closes effective Tuesday, September 22, 2026
- Applies ahead of financial results for the quarter ended June 30, 2026
- Reopens 48 hours after the declaration of the financial results
- Board meeting date to declare results will be notified separately
நிறுவனச் சுயவிவரம்
நிதிச் செயல்திறன்
இந்த நிறுவனத்துக்கான நிதிப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
செயல்பாட்டு உந்துசக்திகள்
இந்த நிறுவனத்திற்கான செயல்பாட்டுப் பகுப்பாய்வுத் தரவு இன்னும் கிடைக்கவில்லை.
வியூக வளர்ச்சி
இந்த நிறுவனத்துக்கான வியூக வளர்ச்சிப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
வெளிப்புறக் காரணிகள்
இந்த நிறுவனத்துக்கு வெளிப்புறக் காரணிகளின் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
ஒழுங்குமுறை & நிர்வாகம்
இந்த நிறுவனத்திற்கான ஒழுங்குமுறைப் பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
அபாயப் பகுப்பாய்வு
இந்நிறுவனத்துக்கான அபாய பகுப்பாய்வு இன்னும் கிடைக்கவில்லை.
