Aurionpro Solutions (AURIONPRO) Q4 25/26 earnings summary

Executive summary

• FY26 consolidated revenue grew 20.2% to INR 1,411 crores, with EBITDA margin at 20.02% and PAT margin at 15.02%, both at the lower end of guidance.

• Q4 was impacted by unplanned factors, including Middle East conflict and a delayed hyperscaler data center project.

• Expanded global presence to 30+ countries, serving 400+ clients with 3,000+ employees.

• Significant investments in AI, data centers, and compliance with new labour codes, including one-time costs.

• Despite near-term setbacks, medium- and long-term growth drivers remain intact, with a focus on resilience and disciplined execution for FY27.

Financial highlights

• FY26 consolidated revenue was INR 1,411 crores (₹1,41,108.51 lakhs), up 20.2% year-over-year.

• EBITDA margin was 20.02%, and PAT margin was 15.02% for FY26.

• Q4 FY26 revenue was INR 346 crores, down 7% sequentially but up 6% year-over-year; Q4 EBITDA margin was 19%.

• PAT for FY26 was INR 215 crores, up 12% year-over-year, with EPS at Rs. 39.58.

• FY26 net worth stood at INR 1,745 crores.

Outlook and guidance

• Management refrained from specific growth guidance due to uncertainties, especially in the Middle East, but expects to outpace industry growth rates.

• Order book entering FY27 exceeds INR 1,800 crores, with a healthy pipeline across all segments.

• Upfront investments and higher working capital needs are expected in FY27 due to large-scale projects.

• Focus remains on expanding in banking, fintech, transit, and cloud services.

• Margin dip is not planned despite increased investments; focus is on better execution and planning.