Any current/future new fundraising through debt or equity?

Aurionpro Solutions Limited has announced a potential fundraise of up to Rs. 650 Cr. This fundraise is pending shareholder approval and filing of placement documents. The purpose is to deploy a larger amount of capital to drive growth and maintain high returns. Details on dilution and utilization will be provided once formal documents are filed. No specific mention of debt fundraising was made; the focus is on equity placement. The company is focused on expanding capacity to meet high demand across markets.

Any current/future capex/capital investment/strategic investment?

Aurionpro is selective about deals requiring CAPEX and prefers not to put its own capital at risk in such deals. For CAPEX-involved deals, especially large ones, Aurionpro works through partners (e.g., banks, MasterCard). The company is expanding hardware manufacturing capacity in Malaysia and India to scale electronic hardware production, particularly for transit components. Aurionpro is exploring investments in productizing parts of its data center business to improve economics. A fundraise of up to Rs. 650 Cr is proposed (pending shareholder approval) to deploy larger capital amounts and co

Future growth expectations in sales/revenue/volumes?

Aurionpro plans to sustain a growth trajectory of 25% to 30% CAGR over the next 2-3 years. The company operates in large global segments with very significant unmet demand. TIG segment has grown at 50%+ for the last three years, with demand far exceeding current capacity. Order book expanded to Rs. 900 Cr with a larger pipeline in lending, transaction banking, transit, cloud, and data center. Improved product builds and expanded sales channels are driving higher win rates and larger deal sizes. US revenue is less than 10% currently but expected to grow in absolute terms with measured expansion

Future growth expectations in earnings/operating earnings/profits/EPS?

Aurionpro plans to maintain a growth rate of 25% to 30% CAGR over the next 2-3 years, focusing on large global market segments. TIG segment has seen historical growth over 50%, driven by transit, cloud, and data center businesses. Banking software growth targeted to increase, aiming to balance growth rates with TIG segment. EBITDA margin guidance maintained at 20-22%, with PAT margins around 15-16% in the short to medium term. Company intends to reinvest excess profits into R&D to drive future product innovation and leadership. Order book growth and expanded sales pipeline indicate a step incr

Current/ Expected Orderbook/ Pending Orders?

Current order book exceeds Rs. 900 Cr as of Q3 FY24. Order book split: approximately 40% Banking and FinTech, 60% Technology Innovation Group (TIG). About 70% of the order book is executable within the next 12 months. Large deal sizes especially on the banking side due to improved product offerings and balance sheet strength. Order book expanded from about Rs. 800 Cr previously to Rs. 900 Cr recently. Added around Rs. 320 Cr of new orders this quarter, a significant step up from roughly Rs. 200 Cr in the previous quarter. Growth supported by bigger sales pipeline and higher win rates from comp

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Aurionpro Solutions LtdQ4 FY25IT - Software

Aurionpro Solutions Ltd Q4 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹895P/E: 19.1Market Cap: ₹4.1K CrSector: IT - Software

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

Yes

Order

Yes

Capex

Yes

3 of 5 growth signals are positive.

Full analysis

Revenue guidance

Category 2

→Aurionpro plans to sustain a growth trajectory of 25% to 30% CAGR over the next 2-3 years.
→The company operates in large global segments with very significant unmet demand.
→TIG segment has grown at 50%+ for the last three years, with demand far exceeding current capacity.
→Order book expanded to Rs. 900 Cr with a larger pipeline in lending, transaction banking, transit, cloud, and data center.
→Improved product builds and expanded sales channels are driving higher win rates and larger deal sizes.
→US revenue is less than 10% currently but expected to grow in absolute terms with measured expansion.
→Overall, demand far outstrips what Aurionpro can currently deliver; focus is on capacity expansion to serve growing markets.
→The company is focused on balancing growth with strong delivery to maintain client success and market share.

Margin guidance

Category 3

→Aurionpro plans to maintain a growth rate of 25% to 30% CAGR over the next 2-3 years, focusing on large global market segments.
→TIG segment has seen historical growth over 50%, driven by transit, cloud, and data center businesses.
→Banking software growth targeted to increase, aiming to balance growth rates with TIG segment.
→EBITDA margin guidance maintained at 20-22%, with PAT margins around 15-16% in the short to medium term.
→Company intends to reinvest excess profits into R&D to drive future product innovation and leadership.
→Order book growth and expanded sales pipeline indicate a step increase in future revenue potential.
→US market revenue expected to grow in absolute terms but may not significantly change as a percentage of total revenue in the near term.
→Focus remains on steady, long-term growth without compromising delivery quality and reputation.

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Fundraise plans

Yes

→Aurionpro Solutions Limited has announced a potential fundraise of up to Rs. 650 Cr.
→This fundraise is pending shareholder approval and filing of placement documents.
→The purpose is to deploy a larger amount of capital to drive growth and maintain high returns.
→Details on dilution and utilization will be provided once formal documents are filed.
→No specific mention of debt fundraising was made; the focus is on equity placement.
→The company is focused on expanding capacity to meet high demand across markets.

Order book

Yes

→Current order book exceeds Rs. 900 Cr as of Q3 FY24.
→Order book split: approximately 40% Banking and FinTech, 60% Technology Innovation Group (TIG).
→About 70% of the order book is executable within the next 12 months.
→Large deal sizes especially on the banking side due to improved product offerings and balance sheet strength.
→Order book expanded from about Rs. 800 Cr previously to Rs. 900 Cr recently.
→Added around Rs. 320 Cr of new orders this quarter, a significant step up from roughly Rs. 200 Cr in the previous quarter.
→Growth supported by bigger sales pipeline and higher win rates from competitive products.
→Pipeline for lending, transaction banking, transit, and cloud & data center business significantly larger than before.

Capex plans

Yes

→Aurionpro is selective about deals requiring CAPEX and prefers not to put its own capital at risk in such deals.
→For CAPEX-involved deals, especially large ones, Aurionpro works through partners (e.g., banks, MasterCard).
→The company is expanding hardware manufacturing capacity in Malaysia and India to scale electronic hardware production, particularly for transit components.
→Aurionpro is exploring investments in productizing parts of its data center business to improve economics.
→A fundraise of up to Rs. 650 Cr is proposed (pending shareholder approval) to deploy larger capital amounts and continue driving high returns.
→The priority is on increasing capacity to service more markets and scaling the organization to meet high demand.
→Aurionpro focuses on strategic partnerships and M&A to expand its solution footprint and market access rather than heavy direct CAPEX.

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

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1Aurionpro Solutions Ltd

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