Exato Technologies Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 3 Aug 2026 | IT - Services | Market Cap: ₹618 Cr
The company expects significant growth potential with ambitions to become a very sizable firm in the next five years (Page 24). Revenue growth for Q4 FY26 is expected to be around 25-30% compared to last year, Q4.
From Exato Technologies Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹749
Market Cap
₹618 Cr
P/E Ratio
33.2
How does Exato Technologies Ltd rank in IT - Services?
Compare Exato Technologies Ltd against every IT - Services company this quarter on revenue, margins and earnings-call signals.
Exato Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹35 Cr, net profit ₹4 Cr.
Full financials →📊 Revenue & Sales Performance
- →The company expects significant growth potential with ambitions to become a very sizable firm in the next five years (Page 24).
- →Revenue growth for Q4 is projected at 25-30%, with PAT growth expected in the range of 50-60% compared to last year (Page 19).
- →Large deals of 100+ Cr are expected annually, contributing to sustained revenue growth with ARR rising from 20 Cr three years ago to a projected 100-110 Cr this year (Page 19, 16).
- →Expansion into international markets like US, Australia, UK, and Singapore is expected to drive better revenue and profitability (Pages 24, 13, 10).
- →Increasing focus on cloud license subscriptions, analytics, AI, and IP/product development aims to aid recurring revenue and profitability growth (Pages 24, 19, 11).
- →Growth is also targeted through large contracts in healthcare, BFSI, IT-ITES verticals and new leadership driving aggressive global market development (Pages 24, 11, 10).
📈 Profitability & Margins
- →Revenue growth for Q4 FY26 is expected to be around 25-30% compared to last year, Q4.
- →Profit After Tax (PAT) growth for Q4 FY26 is projected at 50-60%.
- →Operating profit is expected to increase with continued delivery of large contracts and international expansion.
- →Sustainable operating profit margin target is hinted to improve beyond current 13-19%, with potential to reach higher levels as international markets mature.
- →Significant profitability improvement is anticipated as international operations scale, especially with new leadership focused on global market development.
- →The company aims for big growth ambitions over the next five years, aspiring to become a sizable company globally.
- →Revenue and PAT growth are expected to be stronger starting FY27 with new IP services generating revenue from Q3 FY27 onwards.
- →Continued focus on customer experience, AI, analytics, and global expansion is expected to drive future profitability.
🏗️ Capital Expenditure Plans
- →Building a global office based out of Noida, which will be a large 24x7 facility covering US, Australia, Singapore, and UK business development as well as network operations center and support center.
- →Investment in R&D with plans to bring in a chief AI officer with significant experience.
- →Launching a talent residency program to attract good talent with infrastructure, guidance, and customer access.
- →Registering a subsidiary in Australia to aid international expansion.
- →Exploring inorganic growth through acquisitions of three companies, which would add diversification and market access in Middle East, Africa, and the US.
- →Infrastructure division development to support license deployment and cloud infrastructure, aiming for sustained quarter-on-quarter growth.
- →Build a scalable global sales engine with SDR and BDR teams across geographies for better international market penetration.
💰 Fundraising & Capital Structure
- →The transcript does not explicitly mention any current or planned new fundraising through debt or equity.
- →The company recently got listed (around 1-1.5 months ago as of February 2026).
- →There is mention of funding part for product and IP development as a part of the listing.
- →No direct comments about new debt or equity fundraising rounds were made during the call.
- →The focus appears to be on organic and inorganic growth through partnerships, acquisitions, and investments in R&D, not new fundraising.
- →Investors have shown confidence by increasing stakes, implying no immediate need for fresh equity.
- →Overall, no current or upcoming fundraising via debt or equity is indicated in the provided pages.
📋 Order Book & Pipeline
- →Total current order book is approximately ₹348 crore.
- →Of this, around ₹210-220 crore is from the healthcare segment.
- →IKS Health contributes about ₹130 crore to the order book.
- →Another major healthcare client, BLS, has an order book of ₹95 crore.
- →Additional healthcare contracts include:
- → - A London-based customer: ₹60-65 crore
- → - An airline BPO: ₹55-60 crore
- → - A contract worth ₹21-25 crore with another customer from India.
- →Order book is growing at 30-40% year-on-year with expected increases driven by international expansion.
- →The company expects significant topping-off in 5-year contracts leading to spikes in profitability.
- →Plans include expanding international regions and diversifying product lines to boost order book, revenue, and profitability by at least 30-40%.
Key Metrics
Frequently Asked Questions
What were Exato Technologies Ltd Q3 FY26 results?
The company expects significant growth potential with ambitions to become a very sizable firm in the next five years (Page 24). Revenue growth for Q4 FY26 is expected to be around 25-30% compared to last year, Q4.
What is Exato Technologies Ltd share price analysis?
Exato Technologies Ltd currently shows a neutral. The stock trades at a P/E of 33.2 with a market cap of ₹618 Cr. Investors should review the full earnings analysis for detailed insights.
Is Exato Technologies Ltd planning capital expenditure?
Building a global office based out of Noida, which will be a large 24x7 facility covering US, Australia, Singapore, and UK business development as well as network operations center and support center.
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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.