ESDS Q2FY27 Revenue surges 48% YoY to ₹138.34 Crore, PAT up 40.7%
ESDS reported a 48% YoY revenue growth to ₹138.34 Crore and a 40.7% YoY PAT increase to ₹31.09 Crore for Q2FY27. H1FY27 revenue rose 25% YoY to ₹272.0 Crore, with PAT up 26.3% YoY. The company launched the SWARAJ Cloud platform and appointed Sushil Kadu as CPO. Credit ratings were upgraded by CRISIL and India Ratings.
The significant YoY growth in revenue and PAT, coupled with strategic product launches and leadership changes, is expected to have a substantial positive impact on investor confidence and the company's market position.
The company reported strong year-on-year growth in revenue and profit after tax, along with positive commentary on market opportunities and strategic initiatives like new product launches and leadership appointments. Credit rating upgrades further support a positive sentiment.
ESDS Software Solution Limited announced its unaudited financial results for the second quarter and half year of FY27, ended on September 30, 2026. The company reported a strong performance with revenue from operations growing 48% year-on-year (YoY) to ₹1383.4 million (₹138.34 Crore) in Q2FY27. Profit After Tax (PAT) also saw a significant increase of 40.7% YoY, reaching ₹310.9 million (₹31.09 Crore).
The company's Chairman & Managing Director, Piyush Somani, highlighted the sustained customer demand and deepening engagement across key segments, emphasizing ESDS's focus on the expanding AI infrastructure market. He noted the global investment cycle in AI-ready data centers and the projected growth in data-center discrete GPU revenue.
Nadukuru Sita Ramaiah, Chief Financial Officer, stated that the Q2FY27 results reflect continued financial discipline and operational efficiency. Revenue from operations was ₹1383.4 million, with an EBITDA margin of 41.8%. The company's diversified revenue streams from Infrastructure-as-a-Service (IaaS), Managed Services (MS), and Software-as-a-Service (SaaS) contribute 50.5%, 31.2%, and 18.3% of revenues, respectively. Existing customers accounted for 86.7% of the revenues.
ESDS also launched its SWARAJ Cloud platform, an AI-autonomous sovereign cloud platform, and expanded its product ecosystem with SWARAJ Nandi, SWARAJ Hansa, and SWARAJ Sethu. The company strengthened its leadership with the appointment of Mr. Sushil Kadu as Chief Product Officer (CPO).
For the half year ended September 30, 2026 (H1FY27), revenue from operations grew by 25.0% YoY to ₹2,720.0 million (₹272.0 Crore), and PAT grew by 26.3% YoY to ₹603.7 million (₹60.37 Crore). The company also received rating upgrades from CRISIL Ratings and India Ratings & Research.
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