Esconet

- No current plans for any new acquisitions or fundraising through debt or equity, as mentioned on page 8. - The company does not have any immediate plans for acquisitions unless surprise opportunities arise. - Previous fundraising through preferential allotments (approximately 33 crores last year and 32.69 crores recently) has strengthened financials. - Focus is on organic growth, expanding existing businesses such as Zeacloud and Fluidech, rather than raising new capital at this time.

- Significant investment in expanding cloud infrastructure: upgraded network connectivity from 40 Gbps to 100 Gbps per physical server and a 400 Gbps backbone network to support new-age workloads and onboard new customers. - Development of proprietary indigenous cloud platform to reduce reliance on third-party hypervisors and cloud stacks, aiming to lower input costs and enhance data sovereignty. - One-time and maintenance costs expected for the cloud platform development, but overall cost savings compared to current expenses. - Expanded compute and storage capacities on the cloud. - Ongoing product development efforts, including software stacks for data storage systems and high-performance computing cluster management. - Increased infrastructure spend, with capacity expanded almost threefold, leading to higher depreciation costs. - Hiring strategic personnel specialized in cloud to support expanded customer base and product offerings. - No current plans for acquisitions unless unexpected opportunities arise.

- Fluidech expects revenue of approximately 15-20 crores this year, with a growth rate of 30-40% over the next 3-4 years. - Zeacloud revenue grew from 3 crores to about 5.2 crores last year, with an anticipated 50-60% growth in the current year and a target of 8-8.5 crores. - Overall company revenue last year was 233 crores, a 65% increase from 140 crores the previous year, with expectations to sustain strong growth. - Increased focus on cybersecurity and cloud services expected to drive significant revenue growth and profitability expansion. - Strategic government contracts and partnerships (e.g., with NCIIPC, NVIDIA, Scality, Cato) will enable client expansion and new market penetration. - Anticipated expansion includes South Indian markets (Bangalore, Chennai, Hyderabad). - Working capital cycle expected to improve with new business streams and better client relationships. - Bottom-line growth focus for next two years due to completed baseline investments.

- Significant revenue growth seen in FY24 with 65% jump; expectations of similar strong growth in the current year. - Focus on expanding bottom lines in coming two years, with emphasis on profitability enhancement. - Zeacloud and Fluidech expected to significantly contribute to company profitability next year. - Zeacloud revenue grew from ₹3 crore to ₹5.2 crore and is anticipated to grow by 50-60% in the current year. - Operating margins for Zeacloud expected to sustain around 20-25%, currently between 30-35%. - Cybersecurity segment (Fluidech) operating margins expected at 25-30%. - Company aims for margin improvement in FY26 but may not exceed FY24’s 20% gross margin; expects surpassing it post FY26. - Large strategic deals may impact margins negatively but boost overall revenue and profitability. - EPS growth moderated last year due to equity expansion despite higher profit before tax and PAT.

- With the acquisition of Fluidech, the company's order book/time under contract is expected to increase significantly. - Existing customer relationships enable servicing a large number of clients, generating additional revenue with low sales costs due to established trust. - Fluidech's NCIIPC credential opens doors to large accounts, especially in critical infrastructure sectors, including public and private companies. - Ongoing discussions with nearly every state government on cybersecurity are expected to convert into contracts within 10 to 14 months. - The company foresees a steep growth curve in government contracts unless disrupted by unforeseen events. - Currently, no additional acquisitions are planned, but Fluidech is expected to contribute notably to the order book. - The existing diverse portfolio and new segments offer strong potential for increased order inflow and cross-selling opportunities.