Aurionpro Solutions Ltd

- 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.

- 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.

- 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.

- 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.

- 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.