Aurionpro Solutions Ltd (AURIONPRO)

📊 Quarterly Results (₹ Cr)

Revenue has been relatively flat over the last four quarters (₹358 Cr in Q1 FY27, down from ₹371 Cr in Dec 2025), with growth only coming from YoY comparisons due to base effects. However, operating margins have declined from 17.7% in Dec 2025 to 14.0% in Jun 2026, reflecting rising costs and mix pressure. PAT has also dropped sharply QoQ (₹45 Cr vs ₹61 Cr), though it improved YoY. The company is investing heavily in R&D (10.5-11% of revenue) and expanding into capital-intensive areas like data centers, which may suppress margins in the near term but position for long-term scalability.

🔮 Management Outlook & What's Next

Management expects data center revenue to grow 50-100% YoY and contribute over 40% of TIG by year-end, while AI-driven solutions are gaining traction across banking and transit segments. They target >20% ARR mix, >110% ROIC, and 85% growth+margin by FY30. Margin improvement is anticipated in FY27 through order book conversion and operational leverage, despite near-term pressure from rising costs and strategic investments.

Extracted from official company announcements. Not StockFin.ai's opinion.

🏦 Balance Sheet (₹ Cr)

The balance sheet remains relatively stable, with equity flat at ₹54 crores and reserves growing from ₹1,450 to ₹1,684 crores over two years, indicating retained earnings. Borrowings have increased slightly from ₹17 to ₹61 crores, but remain minimal relative to equity, suggesting low financial risk. The company is using equity instruments to invest in AuroPay via compulsory convertible preference shares, signaling strategic capital allocation toward new growth engines rather than debt-driven expansion.

💰 Cash Flow Statement (₹ Cr)

👥 Shareholding Pattern

Institutional investor (FII) holding has slightly declined from 16.77% in Q3FY26 to 16.01% in Q1FY27, while DII holding remains low at 1.48%. Promoter holding is stable around 26.86-26.88%. The modest increase in public shareholders (from 28.88% to 30.15%) and rising total shareholder count (55,618) suggest growing retail interest. No significant selling by promoters or institutions has been observed, but foreign investor interest remains steady without strong accumulation.

⚖️ Peer Comparison — IT - Software

🔗 Peer Stock Analyses

⚠️ Risk Factors

1. Margin compression from rising costs and lower EBITDA margins (17.2% in Q1 FY27 vs 19.3% previously) despite revenue growth. 2. Persistent foreign exchange losses (₹34.33 lakhs in Q3 FY2026) indicating currency exposure in international operations. 3. Lapsed performance-linked payments of ₹3 crores for Fintra acquisition raise integration risks. 4. High customer concentration risk, as large deals like the $33M US order could be volatile if not converted into recurring revenue.

📋 Recent Filings

• Announcement2026-09-28Aurionpro Solutions Ltd announced that its trading window for insiders will close on October 1, 2026, ahead of the unaudited Q2 results announcement, …
• 🔴 Announcement2026-09-16Aurionpro Solutions announced its participation in an investor and analyst meeting scheduled for September 22, 2026, at Anand Rathi's Flagship Confere…
• 🔴 Corporate Action2026-09-05Aurionpro Solutions announced a final dividend of Rs.2 per share (20% yield) for FY2025-26, payable within 30 days of AGM approval on September 29, 20…
• 🟡 sustainability report2026-09-05Aurionpro Solutions Limited submitted its Business Responsibility and Sustainability Report (BRSR) for FY 2025-26 on September 5, 2026, as mandated by…
• 🔴 annual report2026-09-05
• 🔴 annual report2026-09-05Aurionpro Solutions informed shareholders that the FY2025-26 Annual Report and AGM notice are accessible via its website for those without registered …
• 🟡 Board Meeting2026-09-05
• 🔴 Announcement2026-08-28Aurionpro Solutions announced that its Integro Lending Suite was named Category Leader across all five quadrants in Chartis 2026 Credit Lending Operat…
• Announcement2026-08-13Aurionpro Solutions announced a new order valued near INR 100 Crores to build AI-ready digital infrastructure for a global hyperscale data centre oper…
• 🔴 Financial Results2026-08-03Aurionpro Solutions reported Q1 FY27 revenue of Rs 358 crores, up 6.3% YoY, with EBITDA at Rs 61 crores (17% margin) and PAT at Rs 45 crores. The comp…

🧠 Analyst's Read

Aurionpro is executing a strategic pivot toward AI and data center infrastructure, with early signs of traction in global markets. While near-term profitability is under pressure, the company is building scalable, high-growth verticals. Investors should monitor order book conversion rates, margin recovery trajectory, and the scalability of AI-driven products beyond initial wins.

Based on filing content and financial data. Not a recommendation.