Delaplex Ltd
Delaplex Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY26 call signalled
1 of 3 strong
The short version
H2 FY26 is expected to be stronger than H1, returning to industry-average seasonality with better performance especially in software and milestone-based fixed bid projects. Delaplex expects stronger H2 FY26 performance, aligning with industry seasonality where H2 contributes 55-60% of annual revenues.
From Delaplex Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- H2 FY26 is expected to be stronger than H1, returning to industry-average seasonality with better performance especially in software and milestone-based fixed bid projects.
- Micro datacenter and solutioning businesses are key H2 growth drivers, with several paid POCs progressing towards full-scale deployments.
- Targeting significant revenue contribution from micro datacenters (34%-40% of EBITDA in short run) by scaling edge computing solutions.
- Expansion focus on Europe, MENA, and the US leveraging Blueberry acquisition’s footprint and strategic partnerships.
- Accelerating AI-enabled platforms and low-code development for sectors like retail, logistics, and workforce management to enhance service offerings and generate SaaS revenue.
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Profitability & Margins
See what Delaplex Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Delaplex is investing in micro datacenters, particularly through a partnership with BSNL involving compact, standalone edge micro datacenters.
- Currently, four micro datacenters are operational (two in Hyderabad, two in other states), with capital investment focused on actual data center cabinets and associated solutions/software.
- Most capital expenditure (CAPEX) depends on advanced bookings from confirmed clients, with BSNL fronting sales and some capital investment.
- The company plans to further scale the micro datacenter platform in FY26 and FY27, with potential partnership models post next year to optimize investments.
- Investments are also being directed toward AI-enabled platforms, including low-code development accelerators and integrated APIs, aiming at sectors like retail, logistics, and workforce management.
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Top-ranked in IT - Software
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
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Order Book & Pipeline
- Delaplex does not typically announce order book numbers as they are forward-looking.
- The company prefers to announce achieved numbers for better clarity on actual performance.
- Contracts are generally renewed year-on-year with clients, indicating ongoing business.
- Currently, Delaplex provides software services rather than SaaS products, except for the UK-based Blueberry Systems entity, which offers an AI-enabled low-code platform with some SaaS revenue.
- The company is focusing on building a solid pipeline rather than publicizing order book specifics.
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What Delaplex Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Delaplex Ltd Q2 FY26 results?
H2 FY26 is expected to be stronger than H1, returning to industry-average seasonality with better performance especially in software and milestone-based fixed bid projects. Delaplex expects stronger H2 FY26 performance, aligning with industry seasonality where H2 contributes 55-60% of annual revenues.
What is Delaplex Ltd share price analysis?
Delaplex Ltd currently shows a below-average growth signal. The stock trades at a P/E of 6.3 with a market cap of ₹81 Cr. Investors should review the full earnings analysis for detailed insights.
Is Delaplex Ltd planning capital expenditure?
Delaplex is investing in micro datacenters, particularly through a partnership with BSNL involving compact, standalone edge micro datacenters.
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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.