Ivalue Infosolutions Limited (IVALUE) — Financial Results Announcement
Investor Takeaways
Overall Tone: Positive
Key Financial Highlights
| Metric | Value | YoY Change |
|---|---|---|
| Revenue | ₹2,913.9 Cr | 19.5% |
| Net Profit | ₹102.2 Cr | 20% |
| EBITDA | Not available | N/A |
| EPS | Not available | N/A |
| OPM | Not available | N/A |
What Changed
iValue Infosolutions Limited reported FY26 revenue of ₹2,913.9 crore, up 19.5% year-on-year, and net profit of ₹102.2 crore, up 20% year-on-year. The growth was driven by strong performance in cybersecurity, digital commerce infrastructure (DCI), and cloud services. The company’s order book for FY27 stood at ₹5,800 crore, indicating sustained demand visibility. Operating leverage contributed to margin expansion, with adjusted ROCE improving to 40.5% and gross margins averaging 8%. Cash flow from operations reached ₹108 crore, reflecting healthy working capital management at 30 days. Gross debt remained cyclical within the ₹40–60 crore range, with temporary spikes in Q1 due to vendor payments. The company serves large enterprises, government, and BFSI sectors, with annuity revenue accounting for 40–45% of total turnover. Management highlighted sustainable 18–20% revenue growth and 20–22% PAT margins as targets for FY27, supported by expansion into ASEAN and Middle East markets and an expected 7–8 marquee deals in FY26. The firm is positioning itself for long-term growth in high-margin segments, including cybersecurity and cloud computing.
Peer Comparison
| Company | P/E | ROE | ROCE | Market Cap (₹ Cr) |
|---|---|---|---|---|
| Ivalue Infosolutions Limited | Not available | Not available | 40.5% | 1,345.27 |
| Tata Consultancy Services Limited | 17.17 | 50.36% | 67.57% | 8,19,135.01 |
| Infosys Limited | 16.55 | 29.19% | 40.82% | 4,53,824.26 |
| HCL Technologies Limited | 18.64 | 23.63% | 31.85% | 3,07,349.71 |
iValue Infosolutions demonstrates higher ROCE compared to Infosys and HCL Technologies, though its P/E ratio and ROE are not currently available for direct comparison. The company operates at a smaller scale relative to TCS and Infosys, but its margin profile and order book strength suggest improving operational efficiency.
Risks & Concerns
Quarterly Trend
| Quarter | Revenue (₹ Cr) | Net Profit (₹ Cr) | OPM% |
|---|---|---|---|
| Not available | Not available | Not available | Not available |
Note: Quarterly trend data was not provided in the filing; therefore, this section is omitted per instructions.
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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.