Ivalue Infosolutions Limited — Investor Meet, 03-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

iValue Infosolutions reported strong FY26: Gross Sales at INR 2,914 Cr (+19.5% YoY) and normalized PAT of INR 102.3 Cr (+20% YoY). Cybersecurity (50% of sales) led growth across all technology segments. Operating leverage was strong, with over 85% of incremental gross margin flowing to EBITDA.

Management projects FY27 to outperform FY26, targeting 18-20% top-line and 20-22% PAT growth. Key drivers include a robust INR 5,800 Cr opportunity pipeline, strong AI-led Cybersecurity/DCI demand, and growing cloud business. Strategic focus is profitable growth and potential ASEAN entry. Outlook is confident.