India · Delayed Price · Currency is INR Pelatro Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 61% year-over-year to INR 138.23 crores, with EBITDA up 76% and margins expanding. AI integration and the Estel acquisition drove growth, while 82% of next year's revenue is already contracted, supporting a 15% annual growth outlook.
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Q3 FY26 saw robust revenue and EBITDA growth, with margins expanding and recurring revenues comprising 77% of total. Management targets 26%-30% EBITDA margin in coming years, driven by organic and acquisition-led growth, ongoing AI innovation, and disciplined capital allocation.
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Revenue grew 58% YoY in H1 FY26, with EBITDA up 59% and PAT up 63%. 100% of FY26 target revenue is already contracted, and margins are expected to improve further. The business remains focused on telecom, with strong visibility and a robust product suite.
Fiscal Year 2025
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Revenue grew 56% year-over-year to INR 85.77 crores, with EBITDA margin at 23% and PAT margin at 14%. The business remains focused on telco customer engagement, expanding via acquisition and deeper client relationships, and expects continued margin improvement and healthy growth.