Dev Information Technology Ltd
Dev Information Technology Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Focus on maintaining sustainable growth with optimistic outlook for the next six months. - Current order book provides visibility of Rs. Focus on maintaining sustainable growth with optimistic revenue increase expected in the next six months, especially in the India market and export growth seen recently.
From Dev Information Technology Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Focus on maintaining sustainable growth with optimistic outlook for the next six months.
- Current order book provides visibility of Rs. 130-140 crores for FY'26, with Rs. 38-45 crores expected to carry into FY'27.
- Expect strong new order inflow of Rs. 25-28 crores in next four months for FY'26.
- Expansion plans in India market, especially in e-governance, cloud migration, and digital transformation.
- Growing traction in North America (USA, Canada) with potential $1-3 million e-governance business in FY'26-'27.
- International business expansion planned via acquisitions or physical presence, mainly in North America.
- Investing Rs. 12-18 crores over 12-24 months in AI, blockchain, and cybersecurity products to drive future sales.
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Profitability & Margins
See what Dev Information Technology Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Investment of Rs. 7 to 12 crores planned for AI and blockchain product development over next 12-24 months.
- Additional Rs. 3 to 5 crores expected for creating a cybersecurity center of excellence.
- Total R&D and center of excellence investment estimated between Rs. 12 to 18 crores.
- Preference for acquiring local non-India based companies or establishing physical presence in North America (US and Canada), Europe, or Australia to accelerate international growth.
- Continuation of investments in intellectual property development through subsidiaries like Minddeft.
- Focus on building asset-light companies similar to DevX, with expansions in managed office space and startup accelerator businesses.
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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 Dev Information Technology Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at approximately Rs. 130 crores to Rs. 140 crores, which is around 40% of total revenue.
- Of this, Rs. 30 crores to Rs. 38 crores of orders will continue into FY'27.
- Expected to receive new orders worth Rs. 25 crores to Rs. 28 crores in the next four months, lasting till FY'26.
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Dev Information Technology Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹54 Cr, net profit ₹9 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Dev Information's management said in earlier quarters
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Frequently Asked Questions
What were Dev Information Technology Ltd Q2 FY26 results?
Focus on maintaining sustainable growth with optimistic outlook for the next six months. - Current order book provides visibility of Rs. Focus on maintaining sustainable growth with optimistic revenue increase expected in the next six months, especially in the India market and export growth seen recently.
What is Dev Information Technology Ltd share price analysis?
Dev Information Technology Ltd currently shows a neutral. The stock trades at a P/E of 134.7 with a market cap of ₹154 Cr. Investors should review the full earnings analysis for detailed insights.
Is Dev Information Technology Ltd planning capital expenditure?
Investment of Rs.
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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.