ESDS Software Solution Ltd (ESDS) — Financial Results | 29 September 2026

Q1 FY27 revenue up 7.28% YoY to INR 133.66 crores, PAT up 14% to INR 29.28 crores

Revenue growth of 7.28% YoY; YoY revenue growth of 7.28% (Q1 FY27 vs Q1 FY26); EBITDA margin of 42%; IaaS revenue at 51% of total; Managed Services revenue at 31.31%; SaaS revenue at 17.55%; Q4 FY26 revenue decline of 20.20% due to design services; advance of INR1,100-1,200 crores received; order book of INR3,000 crores domestic, larger internationally; target PAT margin of 15-20%; GPU deployment timeline shifted to Q3 FY27 for Sharon AI; 1,500 GPUs target by Q4 FY27; international pipeline of 50,000+ GPUs; domestic order book CAGR of 30-40%; revenue from Sharon AI expected from Q3 FY27 onward

Revenue from Sharon AI deal expected from Q3 FY27; 1,500 GPUs deployment by Q4 FY27; billing to start from Q1 FY28; international pipeline of 50,000+ GPUs; target PAT margin of 15-20%; order book of INR3,000 crores domestic, larger internationally; revenue growth expected to continue with focus on IaaS and GPU expansion

Routine procedural filing with no direct impact on shareholders.