Black Box Ltd
Black Box Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Target to reach $2 billion revenue by FY30, doubling from current ~$700 million. Black Box Limited aims to double revenues from around $700 million to $2 billion by FY30, targeting INR18,000 crores in total revenue.
From Black Box Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Target to reach $2 billion revenue by FY30, doubling from current ~$700 million.
- Organic growth expected at 17% CAGR to INR12,000 crores (~$1.3 billion) driven by hyperscaler data center and AI infrastructure investments.
- Inorganic growth target of INR6,000 crores (~$700 million) through acquisitions to complement organic growth.
- Expect significant revenue ramp-up from 4,000 to 7,000 employees, primarily in the US due to data center expansion and AI-led infrastructure growth.
- India revenue expected to grow 4x from ~$50 million to ~$200 million but remain ~8-10% of total revenues.
- Product business projected to grow from $90 million to over $200 million.
- Continued focus on increasing wallet share with Fortune 500 customers and expanding in international markets.
2 more points from Black Box Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Black Box Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Continued capital allocation will be disciplined and strategic, focusing on sustainable long-term value creation.
- Priorities include investment in people, training, and building specialized capabilities.
- Significant investments in technology through AI-enabled platforms and infrastructure to support scalability and growth.
- Funding working capital requirements to support project scale and growth.
- Pursuing acquisitions to strengthen capabilities and build economies of scale in Europe, APAC, India, and Latin America.
- Acquisition funding primarily through internal accruals and some debt, with acquisitions planned in phases (~$200-$250 million annually).
2 more points from Black Box Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Black Box Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately $800 million (around INR 8,000 crores).
- As of March 2026, the order book has grown by $300 million compared to previous periods.
- The average order book visibility period has increased from 9-12 months to around 15-18 months.
- The company expects the order book to reach $1.3 to $1.4 billion by the end of fiscal year 2027 (March 2027).
- This substantial order backlog provides strong revenue visibility and underpins expected growth.
2 more points from Black Box Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Black Box Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.7K Cr, net profit ₹65 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Black Box Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in IT - Services this season
- Enser (Q4 FY26)
Revenue from operations for H2FY26: ₹57.37 Cr, up 49% YoY from H2FY25 ₹38.46 Cr. Key investor presentation takeaways from Enser's Q4 FY26 investor presentation
- Vakrangee (Q4 FY26)
Q4 FY2025-26 Total Income: ₹5,886.0 Lakhs, down 9.1% YoY from ₹6,473.1 Lakhs in Q4 FY2024-25 (Page 6). Key investor presentation takeaways from Vakrangee Ltd's
- Matrix Geo Sol. (Q4 FY26)
FY26 revenue was INR 40.1 crores, with 81.5% YoY growth. Key concall takeaways from Matrix Geo Sol.'s Q4 FY26 earnings call — and how it ranks against sector…
- Unified Data (Q4 FY26)
Revenue from Operations for H2 FY26: ₹138.97 Cr, up 21.47% YoY from ₹114.41 Cr in H2 FY25 (Page 26). Key concall takeaways from Unified Data- Tech Solutions…
Arthneeti Pro · Annual
Black Box Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Black Box Ltd Q4 FY26 results?
Target to reach $2 billion revenue by FY30, doubling from current ~$700 million. Black Box Limited aims to double revenues from around $700 million to $2 billion by FY30, targeting INR18,000 crores in total revenue.
What is Black Box Ltd share price analysis?
Black Box Ltd currently shows a neutral. The stock trades at a P/E of 48.4 with a market cap of ₹13,298 Cr. Investors should review the full earnings analysis for detailed insights.
Is Black Box Ltd planning capital expenditure?
Continued capital allocation will be disciplined and strategic, focusing on sustainable long-term value creation.
Keep Black Box Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.