Aurionpro Solutions Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Published 19 Aug 2026 | IT - Software | Market Cap: ₹4.0K Cr

Aurionpro targets being a top-three global player in each segment by 2030, indicating strong long-term growth ambitions. Aurionpro aims for a revenue CAGR of around 30% over the next few years, maintaining strong growth momentum.

From Aurionpro Solutions Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

📊 Revenue & Sales Performance

→Aurionpro targets being a top-three global player in each segment by 2030, indicating strong long-term growth ambitions.
→The company has maintained a CAGR of 32-33% over the last five years and aims to continue approximately 30% annual growth over the next few years.
→Growth will come from expanding large deal sizes and increasing transaction complexity.
→Strong growth expected in banking software, transit payments, and data center segments, with significant large deals in transit boosting revenue.
→AI-led investments and software modernization (Software 2.0) aim to reduce costs, increase productivity, and expand market opportunity.
→Recurring revenue components expected to grow above 55%, stabilizing margins and revenue streams.
→Demand environment in data centers is highly robust and expected to grow further in a 3-7 year horizon.
→The company's scaling sales team and partnerships contribute to widening the opportunity pipeline.

📈 Profitability & Margins

→Aurionpro aims for a revenue CAGR of around 30% over the next few years, maintaining strong growth momentum.
→EBITDA margins are expected to remain steady at 20% plus, supported by operating leverage and disciplined execution.
→Profit after tax growth was 9% year-on-year with PAT margins around 12-14%, reflecting sound financial health amid investments.
→Operating Cash Flow conversion is targeted around 60% of EBITDA, contingent on Q4 execution and large project closures.
→Focus on AI investments and software build process improvements is expected to drive productivity gains and cost efficiencies within a few quarters.
→Transit and Banking software segments are expected to show strong profitable growth, with Transit margins potentially exceeding banking software margins.
→Continued expansion into data centers and Smart Mobility are long-term growth areas with robust pipeline opportunities.
→Overall, Aurionpro is confident about sustaining as one of the fastest growing Indian tech firms, aligned with their Vision 2030 ambitions.

See what Aurionpro Solutions Ltd said on profitability & margins — free account, 30 seconds.

🏗️ Capital Expenditure Plans

→Aurionpro has largely completed capitalization on payments-related products like Arya and AuroPay, with minimal further capitalization expected in that area.
→Significant ongoing investment continues in AI, especially in enterprise AI stack and research through Lexsi Labs (e.g., Orion-MSP models).
→The AI space is considered a moving goalpost, requiring continuous R&D and capital allocation.
→The company plans a concentrated investment cycle in AI over the coming year with a strong focus on embedding AI-led intelligence across software development.
→Aurionpro will continue acquisitions in strategic areas when suitable products and founder-led businesses are available, funded through free cash.
→R&D spending is expected steady at around 9-10% of revenues.
→No specific large capex numbers disclosed, but emphasis on focused investment and expanding strategic partnerships.

💰 Fundraising & Capital Structure

→There is no explicit mention of any planned new fundraising through debt or equity in the provided transcript.
→Ashish Rai notes that acquisitions will continue as long as the company has free cash to invest, implying reliance on internal cash flows rather than new fundraising.
→Regarding investments in AI and product development, the company anticipates some government subsidies/grants but does not indicate raising funds externally.
→Cash flows show some cyclicality and near-term stress due to capacity constraints, but the company is focused on positive cash flow by year-end.
→Overall, the company appears to be funding growth and acquisitions through internal resources without current plans for debt or equity fundraising.

See what Aurionpro Solutions Ltd said on fundraising & capital structure — free account, 30 seconds.

📋 Order Book & Pipeline

→Current order book is around Rs. 1,650 crore or slightly more.
→The company does not disclose pipeline numbers to avoid misleading impressions, as pipeline values can be very large and not necessarily relevant.
→Compared to the same point last year, the current pipeline is approximately 65-66% larger.
→Data center deals are described as being of a much larger scale than a year ago, with significant growth expected.
→Recent large contracts include Rs.250 crore with MMRDA, Rs.150 crore with Delhi Metro, and Rs.100 crore with Titagarh.
→The demand environment for data center projects is robust and expected to expand significantly over the next 3-5 years, with potential for scaling much faster than enterprise growth rates.

Key Metrics

How does Aurionpro Solutions Ltd rank vs peers in IT - Software?

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Price

₹696

Market Cap

₹4.0K Cr

P/E Ratio

19.2

Aurionpro Solutions Ltd — Quarterly revenue & net profit

Revenue Net Profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹346 Cr, net profit ₹61 Cr.

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What Aurionpro Sol.'s management said in earlier quarters

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Frequently Asked Questions

What were Aurionpro Solutions Ltd Q3 FY26 results?

What is Aurionpro Solutions Ltd share price analysis?

Aurionpro Solutions Ltd currently shows a neutral. The stock trades at a P/E of 19.2 with a market cap of ₹4,029 Cr. Investors should review the full earnings analysis for detailed insights.

Is Aurionpro Solutions Ltd planning capital expenditure?

Aurionpro has largely completed capitalization on payments-related products like Arya and AuroPay, with minimal further capitalization expected in that area.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.