๐ *iValue Infosolutions โ Q1FY27 Concall Summary*
๐ฃ๏ธ *Management Commentary*
โข FY27 expected ke mutabik start hua
โข Core technologies mein strong demand
โข AI infrastructure investments badh rahe hain
โข Cybersecurity abhi bhi main growth engine
โข H2, H1 se stronger expected
โข 20% growth guidance reaffirm kiya
โข Leadership transition smoothly complete
๐ฐ *Financial Performance (Q1FY27)*
โข Gross Sales: โน641.2 Cr (+5.7% YoY)
โข Gross Profit: โน52 Cr (+26.5% YoY)
โข Gross Margin: 8.1% (vs 6.8% last year)
โข Operating EBITDA: โน20.2 Cr (+27.7% YoY)
โข PAT: โน15.7 Cr (+51.7% YoY)
โข Annuity Revenue: +14% YoY (mix 46.4%)
โข Working Capital Days: 52
๐ *Business Highlights*
โข Cybersecurity: 44% revenue, +8% YoY
โข DCI business: +180% YoY (AI/GPU demand)
โข Cloud & ALM: +47% YoY
โข Pipeline: โน6,150 Cr
โข Win rate: 30-35%
โข Top 12 out of 15 OEMs grew
โข Overseas business steadily expanding
๐ฏ *Guidance FY27*
โข Gross Sales growth: 20%
โข PAT growth: 20%
โข Cybersecurity share: 45-50%
โข Annuity mix: 45-46% maintain
โข H2 stronger than H1
โ *Key Positives*
โข Strong PAT growth + margin expansion
โข AI-led DCI demand accelerating
โข Large pipeline of โน6,150 Cr
โข Healthy annuity business
โข Improving cash conversion
โข Expanding international presence
โ ๏ธ *Key Challenges*
โข ILM budgets AI infrastructure ki taraf shift ho rahe hain
โข GPU supply chain delays continue
โข Quarterly business lumpy rehta hai
โข Hardware-software mix unpredictable
๐ช *Management Tone*
Confident | Optimistic | Execution-focused
๐ *Key Takeaway*
iValue ne FY27 ka healthy start kiya hai โ strong profitability, margin expansion aur AI-driven DCI + Cybersecurity mein momentum continue. Management 20% growth guidance pe confident hai, backed by โน6,150 Cr pipeline aur rising annuity revenues.
#iValue #Q1FY27 #Concall
๐ฃ๏ธ *Management Commentary*
โข FY27 expected ke mutabik start hua
โข Core technologies mein strong demand
โข AI infrastructure investments badh rahe hain
โข Cybersecurity abhi bhi main growth engine
โข H2, H1 se stronger expected
โข 20% growth guidance reaffirm kiya
โข Leadership transition smoothly complete
๐ฐ *Financial Performance (Q1FY27)*
โข Gross Sales: โน641.2 Cr (+5.7% YoY)
โข Gross Profit: โน52 Cr (+26.5% YoY)
โข Gross Margin: 8.1% (vs 6.8% last year)
โข Operating EBITDA: โน20.2 Cr (+27.7% YoY)
โข PAT: โน15.7 Cr (+51.7% YoY)
โข Annuity Revenue: +14% YoY (mix 46.4%)
โข Working Capital Days: 52
๐ *Business Highlights*
โข Cybersecurity: 44% revenue, +8% YoY
โข DCI business: +180% YoY (AI/GPU demand)
โข Cloud & ALM: +47% YoY
โข Pipeline: โน6,150 Cr
โข Win rate: 30-35%
โข Top 12 out of 15 OEMs grew
โข Overseas business steadily expanding
๐ฏ *Guidance FY27*
โข Gross Sales growth: 20%
โข PAT growth: 20%
โข Cybersecurity share: 45-50%
โข Annuity mix: 45-46% maintain
โข H2 stronger than H1
โ *Key Positives*
โข Strong PAT growth + margin expansion
โข AI-led DCI demand accelerating
โข Large pipeline of โน6,150 Cr
โข Healthy annuity business
โข Improving cash conversion
โข Expanding international presence
โ ๏ธ *Key Challenges*
โข ILM budgets AI infrastructure ki taraf shift ho rahe hain
โข GPU supply chain delays continue
โข Quarterly business lumpy rehta hai
โข Hardware-software mix unpredictable
๐ช *Management Tone*
Confident | Optimistic | Execution-focused
๐ *Key Takeaway*
iValue ne FY27 ka healthy start kiya hai โ strong profitability, margin expansion aur AI-driven DCI + Cybersecurity mein momentum continue. Management 20% growth guidance pe confident hai, backed by โน6,150 Cr pipeline aur rising annuity revenues.
#iValue #Q1FY27 #Concall
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The greatest #Multibagger isn't found in the market... it's a true friend. โค๏ธ๐
Wishing everyone a Happy Friendship Day! ๐ค
#FriendshipDay #StockMarket #Investing #BullMarket #BearMarket #LongTermInvesting #WealthCreation #FutureMultibaggerStock #SEBIRegisteredRA
Wishing everyone a Happy Friendship Day! ๐ค
#FriendshipDay #StockMarket #Investing #BullMarket #BearMarket #LongTermInvesting #WealthCreation #FutureMultibaggerStock #SEBIRegisteredRA
โค4๐ฅ2๐1๐1
๐ Atul Auto Continues to Perform Strongly! ๐
Our Short-Term Stock Recommendation โ Atul Auto continues to deliver strong momentum.
โ Recommendation Price (Thursday): โน515
โ Today's Day High: โน542
๐ A gain of over 5% within a short period, reflecting the strength of our research-driven investment approach.
๐ฏ Current Target: โน640
If our research warrants a revision, an updated target alert will be shared promptly with all our Channel Members.
๐ผ Premium Services
You can subscribe to our premium services directly through the Future Multibagger Stock Application: https://multibagger.onelink.me/WSgS/r42gqh9f
At Future Multibagger Stock, every recommendation is backed by detailed research, disciplined risk management, and continuous monitoring.
๐น SEBI Registered Research Analyst
Registration No.: INH000014669
๐ Website: multibaggerstock.in
๐ง Email: info@multibaggerstock.in
๐ Contact: 78787 86363
Disclaimer: Investments in the securities market are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future results.
Our Short-Term Stock Recommendation โ Atul Auto continues to deliver strong momentum.
โ Recommendation Price (Thursday): โน515
โ Today's Day High: โน542
๐ A gain of over 5% within a short period, reflecting the strength of our research-driven investment approach.
๐ฏ Current Target: โน640
If our research warrants a revision, an updated target alert will be shared promptly with all our Channel Members.
๐ผ Premium Services
You can subscribe to our premium services directly through the Future Multibagger Stock Application: https://multibagger.onelink.me/WSgS/r42gqh9f
At Future Multibagger Stock, every recommendation is backed by detailed research, disciplined risk management, and continuous monitoring.
๐น SEBI Registered Research Analyst
Registration No.: INH000014669
๐ Website: multibaggerstock.in
๐ง Email: info@multibaggerstock.in
๐ Contact: 78787 86363
Disclaimer: Investments in the securities market are subject to market risks. Please read all related documents carefully before investing. Past performance is not indicative of future results.
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โค4๐2๐ฅ1๐1
Atul Auto Update ๐
Suggested around โน515 โ
High touched: โน554 ๐
Suggested around โน515 โ
High touched: โน554 ๐
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๐ Short-Term Stock Update | Research Watch
โ Manali Petrochemicals Our earlier short-term observation around โน65.90โ66.00 is showing positive momentum.
Current Price: โน67.50 (+4% approx.)
โ Orient Hotels (ORIENTHOT) The suggested accumulation zone around โน129โ130 has also moved higher.
Current Price: โน135.30 (+3% approx.)
Both stocks are witnessing healthy buying interest. Investors are advised to continue following position sizing and risk management.
Further updates will be shared if there are any significant developments.
โ Manali Petrochemicals Our earlier short-term observation around โน65.90โ66.00 is showing positive momentum.
Current Price: โน67.50 (+4% approx.)
โ Orient Hotels (ORIENTHOT) The suggested accumulation zone around โน129โ130 has also moved higher.
Current Price: โน135.30 (+3% approx.)
Both stocks are witnessing healthy buying interest. Investors are advised to continue following position sizing and risk management.
Further updates will be shared if there are any significant developments.
โค12๐ฅ5๐4๐1
Atul Auto Update ๐
Suggested around โน515 โ
52 week High touched: โน579.80 Rs ๐
๐ต ๐ต ๐ต ๐ต ๐ต ๐ต ๐ต ๐ต ๐ฅณ ๐ฅณ ๐ฅณ ๐ฅ๐ต ๐ต
Suggested around โน515 โ
52 week High touched: โน579.80 Rs ๐
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๐ MOREPEN LAB delivered a +30% move in just 2 days after our Premium Recommendation. Research creates opportunities, and timely action makes the difference. ๐
#MorepenLab #StockMarket #IndianStockMarket #MultibaggerStocks #SmallCap #Investing #StockResearch #SEBIRegisteredRA #FutureMultibaggerStock #ShareMarket #NSE #BSE #InvestSmart #olaelectric
#MorepenLab #StockMarket #IndianStockMarket #MultibaggerStocks #SmallCap #Investing #StockResearch #SEBIRegisteredRA #FutureMultibaggerStock #ShareMarket #NSE #BSE #InvestSmart #olaelectric
โค5๐3๐ฅ3๐2
Sansera Engineering delivered a phenomenal 405.65% gain. Great wealth isn't created by luckโit starts with quality research, patience, and conviction. ๐๐
#SanseraEngineering #Multibagger #StockMarket #IndianStockMarket #Investing #LongTermInvesting #WealthCreation #StocksToWatch #ShareMarket #NSE #BSE #SmallCap #Research #FutureMultibaggerStock #SEBIRegisteredRA #Savitaoil #shilpamedicare #tatatech
#SanseraEngineering #Multibagger #StockMarket #IndianStockMarket #Investing #LongTermInvesting #WealthCreation #StocksToWatch #ShareMarket #NSE #BSE #SmallCap #Research #FutureMultibaggerStock #SEBIRegisteredRA #Savitaoil #shilpamedicare #tatatech
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MultibaggerStock.in
Exclusive Opportunity โ For Serious Investors Only! A high-potential small-cap stock, currently trading around โน176โโน177, with a name that starts with โBโ, is expected to deliver 50% to 60% returns in just 3 to 5 months based on strong business fundamentalsโฆ
๐ BIRAL CABLE โ +59% RETURN!
Our recommendation level: โน176
Current price: โน280
๐ ~59% Gain from our recommendation level
A strong move reflecting the potential of well-researched opportunities and disciplined execution.
๐น Research-backed Stock Recommendations
๐น Timely Market Updates
๐น Exit Alerts & Portfolio Guidance
๐ฒ Explore Premium Research Services through the Future Multibagger Stock application.
๐ multibaggerstock.in
Future Multibagger Stock
SEBI Registered Research Analyst
Registration No.: INH000014669
For informational purposes only. Market investments are subject to market risks. Past performance is not indicative of future results.
Our recommendation level: โน176
Current price: โน280
๐ ~59% Gain from our recommendation level
A strong move reflecting the potential of well-researched opportunities and disciplined execution.
๐น Research-backed Stock Recommendations
๐น Timely Market Updates
๐น Exit Alerts & Portfolio Guidance
๐ฒ Explore Premium Research Services through the Future Multibagger Stock application.
๐ multibaggerstock.in
Future Multibagger Stock
SEBI Registered Research Analyst
Registration No.: INH000014669
For informational purposes only. Market investments are subject to market risks. Past performance is not indicative of future results.
โค6๐3๐ฅ2๐1๐ฉ1
MultibaggerStock.in
๐ Short-Term Stock Update | Research Watch โ
Manali Petrochemicals Our earlier short-term observation around โน65.90โ66.00 is showing positive momentum. Current Price: โน67.50 (+4% approx.) โ
Orient Hotels (ORIENTHOT) The suggested accumulation zone aroundโฆ
Manali Petrochemicals โ Positioning Update
Manali Petrochemicals remains on our watchlist. Investors who have not yet taken a position may consider building exposure as per their own risk profile.
The stock can witness renewed momentum if the broader setup turns favorable, and an upward journey could begin at any time.
Stay updated for further developments and our next alerts.
For informational purposes only. Please consider your risk profile before investing.
Manali Petrochemicals remains on our watchlist. Investors who have not yet taken a position may consider building exposure as per their own risk profile.
The stock can witness renewed momentum if the broader setup turns favorable, and an upward journey could begin at any time.
Stay updated for further developments and our next alerts.
For informational purposes only. Please consider your risk profile before investing.
๐7โค5๐ฅ4
MultibaggerStock.in
Sansera Engineering delivered a phenomenal 405.65% gain. Great wealth isn't created by luckโit starts with quality research, patience, and conviction. ๐๐ #SanseraEngineering #Multibagger #StockMarket #IndianStockMarket #Investing #LongTermInvesting #WealthCreationโฆ
๐ Sansera Engineering Q1 FY27 Results
Strong topline + diversification accelerating ๐ฅ
Key Numbers:
โข Revenue: โน1,021 Cr (+33.3% YoY) โ highest ever
โข EBITDA: โน184.4 Cr (+25.3% YoY)
โข EBITDA Margin: 18.1%
โข PAT: โน87.4 Cr (+5.3% YoY)
PAT impacted by one-offs:
โน16.9 Cr customer settlement + โน12.6 Cr US tariff provision
Normalized picture looks much better:
EBITDA ~โน196 Cr (+48%) | PAT ~โน100 Cr (+59%) | Margin 19.2%
The real story โ Business Mix Shift:
๐น Non-Auto sales +129.9% YoY โ now 20.8% of revenue
๐น ADS revenue >โน145 Cr (3x+ YoY)
๐น Auto-Tech Agnostic + xEV +22.2%
๐น Auto ICE still solid +20.8%
ADS Outlook:
Executable backlog ~5 years
FY27 guidance: โน550โ600 Cr
Long-term CAGRs (FY21-26):
โข Auto ICE: 14%
โข Auto-Tech Agnostic & xEV: 41%
โข Non-Auto: 26%
โข Overall: 18%
Management guiding high-teens growth for FY27 with margin improvement.
Sansera is steadily transforming from pure auto-component play into a diversified engineering platform (Aerospace + Defence + Semiconductor focus).
Hari Krishnan appointed CEO of Aerospace, Defence & Semiconductor division โ another clear signal.
#Sansera #AutoComponents #Aerospace #Defence #EV #Investing
Strong topline + diversification accelerating ๐ฅ
Key Numbers:
โข Revenue: โน1,021 Cr (+33.3% YoY) โ highest ever
โข EBITDA: โน184.4 Cr (+25.3% YoY)
โข EBITDA Margin: 18.1%
โข PAT: โน87.4 Cr (+5.3% YoY)
PAT impacted by one-offs:
โน16.9 Cr customer settlement + โน12.6 Cr US tariff provision
Normalized picture looks much better:
EBITDA ~โน196 Cr (+48%) | PAT ~โน100 Cr (+59%) | Margin 19.2%
The real story โ Business Mix Shift:
๐น Non-Auto sales +129.9% YoY โ now 20.8% of revenue
๐น ADS revenue >โน145 Cr (3x+ YoY)
๐น Auto-Tech Agnostic + xEV +22.2%
๐น Auto ICE still solid +20.8%
ADS Outlook:
Executable backlog ~5 years
FY27 guidance: โน550โ600 Cr
Long-term CAGRs (FY21-26):
โข Auto ICE: 14%
โข Auto-Tech Agnostic & xEV: 41%
โข Non-Auto: 26%
โข Overall: 18%
Management guiding high-teens growth for FY27 with margin improvement.
Sansera is steadily transforming from pure auto-component play into a diversified engineering platform (Aerospace + Defence + Semiconductor focus).
Hari Krishnan appointed CEO of Aerospace, Defence & Semiconductor division โ another clear signal.
#Sansera #AutoComponents #Aerospace #Defence #EV #Investing
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MANALI PETROCHEMICALS: Q1 CONS REVENUE 274.72 CR RUPEES VS 234.60 (YOY)
MANALI PETROCHEMICALS: Q1 CONS EBITDA 82.80 CR RUPEES VS 22.83 (YOY) || Q1 EBITDA MARGIN 30.1% VS 9.69% (YOY)
MANALI PETROCHEMICALS: Q1 CONS NET PROFIT 64.36 CR RUPEES VS 14.34 (YOY)
MANALI PETROCHEMICALS: Q1 EPS 3.74 RUPEES VS 0.83 (YOY)
MANALI PETROCHEMICALS: Q1 CONS EBITDA 82.80 CR RUPEES VS 22.83 (YOY) || Q1 EBITDA MARGIN 30.1% VS 9.69% (YOY)
MANALI PETROCHEMICALS: Q1 CONS NET PROFIT 64.36 CR RUPEES VS 14.34 (YOY)
MANALI PETROCHEMICALS: Q1 EPS 3.74 RUPEES VS 0.83 (YOY)
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๐ Manali Petrochemicals โ Strong Move!
Recommendation: โน66
Current: โน74
Gain: ~12.1% ๐ฅ
The stock has moved well from our suggested level. Investors who are already positioned may continue to track the company and upcoming developments closely.
Future Multibagger Stock
SEBI Registered Research Analyst: INH000014669
Recommendation: โน66
Current: โน74
Gain: ~12.1% ๐ฅ
The stock has moved well from our suggested level. Investors who are already positioned may continue to track the company and upcoming developments closely.
Future Multibagger Stock
SEBI Registered Research Analyst: INH000014669
๐8โค3๐ฅ2๐1
๐ฎ๐ณ 80 Years of Freedom. One Vision for a Stronger, Wealthier India. ๐
Freedom gave us a nation. Discipline, patience & smart investing can build our financial future. ๐ฎ๐ณ๐ฐ
Happy 80th Independence Day! | Jai Hind! โค๏ธ๐ฎ๐ณ
#IndependenceDay #HappyIndependenceDay #India #IndianStockMarket #StockMarketIndia #Investing #WealthCreation #FinancialFreedom #Nifty #Sensex #IndianInvestors #FutureMultibaggerStock
Freedom gave us a nation. Discipline, patience & smart investing can build our financial future. ๐ฎ๐ณ๐ฐ
Happy 80th Independence Day! | Jai Hind! โค๏ธ๐ฎ๐ณ
#IndependenceDay #HappyIndependenceDay #India #IndianStockMarket #StockMarketIndia #Investing #WealthCreation #FinancialFreedom #Nifty #Sensex #IndianInvestors #FutureMultibaggerStock
โค3๐2๐ฅ2
๐ PARAS DEFENCE โ 306.59% RETURN! ๐ฅ
โน72,918 investment โ โน2,96,480 value, with โน2.23 lakh+ unrealised profit!
๐ This is what the right stock, patience & research can potentially deliver.
#ParasDefence #DefenceStocks #Multibagger #StockMarketIndia #WealthCreation #multibaggerstock #cupid #ratnaveer #jindaldrilling #heg #graphite #dhoot #ipo
โน72,918 investment โ โน2,96,480 value, with โน2.23 lakh+ unrealised profit!
๐ This is what the right stock, patience & research can potentially deliver.
#ParasDefence #DefenceStocks #Multibagger #StockMarketIndia #WealthCreation #multibaggerstock #cupid #ratnaveer #jindaldrilling #heg #graphite #dhoot #ipo
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๐ฅ MANALI PETROCHEMICALS โ UPDATE
Our Research Team had highlighted Manali Petrochemicals at โน66.
๐ Current Price: โน75
โก๏ธ Gain: ~13.6%
The stock continues to remain on our radar as we track its business performance, sector outlook and upcoming developments.
At Future Multibagger Stock, our focus is on identifying potential opportunities through in-depth research, disciplined analysis and long-term wealth-creation strategies.
๐ Looking for our Premium Research Services?
Our Premium Multibagger Stock Services are available exclusively through the Future Multibagger Stock Application.
๐ฒ Subscribe to Premium Services:
https://multibagger.onelink.me/WSgS/r42gqh9f
Future Multibagger Stock
SEBI Registered Research Analyst
INH000014669
๐ multibaggerstock.in
๐ 78787 86363
๐ฉ info@multibaggerstock.in
โ ๏ธ Disclaimer: Investments in securities market are subject to market risks. This post is for informational purposes only and should not be construed as investment advice or a recommendation to buy/sell securities. Please refer to the relevant research report and make investment decisions based on your own risk assessment.
Our Research Team had highlighted Manali Petrochemicals at โน66.
๐ Current Price: โน75
โก๏ธ Gain: ~13.6%
The stock continues to remain on our radar as we track its business performance, sector outlook and upcoming developments.
At Future Multibagger Stock, our focus is on identifying potential opportunities through in-depth research, disciplined analysis and long-term wealth-creation strategies.
๐ Looking for our Premium Research Services?
Our Premium Multibagger Stock Services are available exclusively through the Future Multibagger Stock Application.
๐ฒ Subscribe to Premium Services:
https://multibagger.onelink.me/WSgS/r42gqh9f
Future Multibagger Stock
SEBI Registered Research Analyst
INH000014669
๐ multibaggerstock.in
๐ 78787 86363
๐ฉ info@multibaggerstock.in
โ ๏ธ Disclaimer: Investments in securities market are subject to market risks. This post is for informational purposes only and should not be construed as investment advice or a recommendation to buy/sell securities. Please refer to the relevant research report and make investment decisions based on your own risk assessment.
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Future Multibagger Stock | RA App - App Store
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โค4๐2๐ฅ2๐1
MultibaggerStock.in
๐ Short-Term Stock Update | Research Watch โ
Manali Petrochemicals Our earlier short-term observation around โน65.90โ66.00 is showing positive momentum. Current Price: โน67.50 (+4% approx.) โ
Orient Hotels (ORIENTHOT) The suggested accumulation zone aroundโฆ
๐ Manali Petrochemicals: โน66 โ โน78 ๐ฅ
๐ +18.2% gain from our โน66 research recommendation.
The journey continuesโฆ Stay focused on fundamentals. ๐ช๐
#ManaliPetrochemicals #StockMarket #Stocks #Investing #Multibagger
๐ +18.2% gain from our โน66 research recommendation.
The journey continuesโฆ Stay focused on fundamentals. ๐ช๐
#ManaliPetrochemicals #StockMarket #Stocks #Investing #Multibagger
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๐ ORIENTHOT โ MULTIBAGGER IN ACTION!
Recommended at โน129โ130 โ โน139.67 today! ๐ฅ
+15.23% TODAY UP! ๐
The momentum is speaking for itself. ๐๐
#ORIENTHOT #OrientHotels #StockMarket #Multibagger #FutureMultibaggerStock #cupid #atgl #nse #ifci #sugarstocks
Recommended at โน129โ130 โ โน139.67 today! ๐ฅ
+15.23% TODAY UP! ๐
The momentum is speaking for itself. ๐๐
#ORIENTHOT #OrientHotels #StockMarket #Multibagger #FutureMultibaggerStock #cupid #atgl #nse #ifci #sugarstocks
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