Delaplex Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹129 Cr
- P/E
- 10.03
- ROE
- 15.68%
- Price to sales
- 1.88
- Debt to equity
- 0.00
- 52W high / low
- ₹173 / ₹81.1
- EBITDA margin
- 18.78%
- Net profit margin
- 18.74%
- Promoter holding
- 73.86%
- Sales (last year)
- ₹69 Cr
Guidance scorecard · Q1 FY27 call
What Delaplex's management guided
and where it ranks in IT - Software
IT - Software
RevenueQ2 FY26 call
10–20%- 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.
2 more points from Delaplex's call on revenue
Create a free account to keep reading this call
MarginsQ2 FY26 call
FlatSee what Delaplex said on margins — free account, 30 seconds.
CapexQ2 FY26 call
Planned- 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.
2 more points from Delaplex's call on capex
Create a free account to keep reading this call
FundraisingQ2 FY26 call
See what Delaplex said on fundraising — free account, 30 seconds.
Order bookQ2 FY26 call
- 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.
2 more points from Delaplex's call on the order book
Create a free account to keep reading this call
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Software companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹569 Cr | 34.7 | |
| 2 | 40%+ | Flat | ₹336 Cr | 7.3 | |
| 3 | CapitalNumbers | 20–40% | Up 2%+ | ₹181 Cr | 9.2 |
| 4 | 20–40% | Up 2%+ | ₹159 Cr | 11.5 | |
| 5 | 20–40% | Up 0–2% | ₹1,826 Cr | 28.5 | |
| 6 | 20–40% | Flat | ₹4,341 Cr | 84.7 |
Sign up free to see every company in the sector ranking and track Delaplex.
Pro shows every company guiding 40%+ revenue growth →Full IT - Software rankingFinancials of Delaplex
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Delaplex
Quarterly Results
Quarter-by-quarter operating performance
Financials of Delaplex
Profit & Loss
Annual income statement trend
| Mar 2025 | TTM | |
|---|---|---|
| Sales + | 68 | 69 |
| Expenses + | 54 | 55 |
| Operating Profit | 13 | 14 |
| OPM % | 20% | 20% |
| Other Income + | 3 | 3 |
| Interest | 0 | 0 |
| Depreciation | 0 | 0 |
| Profit before tax | 16 | 17 |
| Tax % | 22% | |
| Net Profit + | 12 | 13 |
| EPS in Rs | 13.39 | 14.30 |
| Dividend Payout % | 0% |
Financials of Delaplex
Balance Sheet
Capital structure and asset base
| Mar 2025 | Sep 2025 | |
|---|---|---|
| Equity Capital | 9 | 9 |
| Reserves | 65 | 73 |
| Borrowings + | 0 | 0 |
| Other Liabilities + | 5 | 9 |
| Total Liabilities | 79 | 92 |
| Fixed Assets + | 15 | 18 |
| CWIP | 0 | 0 |
| Investments | 28 | 0 |
| Other Assets + | 35 | 74 |
| Total Assets | 79 | 92 |
Financials of Delaplex
Cash Flows
Operating, investing and financing cash movement
| Mar 2025 | |
|---|---|
| Cash from Operating Activity + | 8 |
| Cash from Investing Activity + | -13 |
| Cash from Financing Activity + | -3 |
| Net Cash Flow | -7 |
| Free Cash Flow | -7 |
| CFO/OP | 86% |
Financials of Delaplex
Ratios
Working capital efficiency and return ratios
| Mar 2025 | |
|---|---|
| Debtor Days | 145 |
| Inventory Days | |
| Days Payable | |
| Cash Conversion Cycle | 145 |
| Working Capital Days | 137 |
| ROCE % |
Continue your research
What Delaplex's management said in earlier quarters
Others in IT - Software this season
- 3i Infotech Ltd (Q2 FY27)
Q2 FY27 consolidated operating revenue: ₹182.0 crore, up 4.1% YoY from ₹174.9 crore in Q2 FY26. Key investor presentation takeaways from 3i Infotech Ltd's Q2 FY
- InfoBeans Tech. (Q2 FY27)
3,780 Lakhs increase, approximately 30.1% growth . Key investor presentation takeaways from InfoBeans Technologies Ltd's Q2 FY27 investor presentation — and how
- Hexaware Technologies Ltd (Q2 FY27)
USD 411.9 million (+4.3% YoY, +1.6% QoQ) . Key investor presentation takeaways from Hexaware Technologies Ltd's Q2 FY27 investor presentation — and how it ranks
- Zensar Technologies Ltd (Q2 FY27)
Year-on-year revenue growth: 2.0% in constant currency, 11.5% in INR terms . Key investor presentation takeaways from Zensar Technologies Ltd's Q2 FY27 investor