Any current/future new fundraising through debt or equity?

There is no specific mention of any current or future fundraising through debt or equity in the provided transcript. The company discussed using cash for recent acquisitions and potential future acquisitions, indicating utilization of existing funds rather than raising new capital. Dividend distribution policy is under consideration to decide on cash utilization between now and the AGM. No mention of plans to raise fresh funds via debt or equity in the near term. The focus appears to be on organic growth, strategic investments, and cautious capital deployment amid market uncertainties.

Future growth expectations in sales/revenue/volumes?

The company targets a revenue run rate crossing Rs. 1,000 crores by FY ’24, growing at 20%-25% annually. Quarterly revenue growth of 6%-7% is expected to continue, with close monitoring of demand conditions. Growth in the Engineering R&D (ER&D) segment is projected at 25% year-on-year with margins stable near current levels. The listed entity is growing at around 35%, while unlisted entities have a growth rate of 25%-28%. Digital transformation and automation-first approaches are key growth drivers. The company aims to increase revenue from new customers to 10%, up from a previous 5%

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

The company aims to cross Rs. 1,000 crores in revenue in FY ’24. Revenue growth for unlisted entities expected around 25%-28%, while listed entity grew approx. 35%. EBITDA margins are anticipated to remain stable in the 17%-18% range. Employee wage hikes expected around 14%-15%, similar to prior year, with efforts to optimize other costs to maintain margins. Attrition rate currently around 30%, above target of 20%, impacting costs; mitigated by contractors and recruitment strategies. No major margin impact expected from reopening of travel in near term; on-site revenue contribution i

Current/ Expected Orderbook/ Pending Orders?

The transcript does not explicitly state the current or expected order book or pending orders in quantifiable terms. Growth is driven primarily by strong sales and account management efforts, with a steady increase in large clients ($1 million+ and $5 million+). Several large deals were won last year, including one $5 million+ and one $1 million+ customer. There are a couple of large deals currently in the pipeline, but no new major deal wins were reported in the last quarter. The company is targeting continued quarter-on-quarter growth of 6-7% for the listed entity and expects similar growth

Expleo SolutionsQ4 FY22IT - Services

Expleo Solutions Q4 FY22 Earnings Call Analysis

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

Price: ₹875.55P/E: 9.3Market Cap: ₹1.4K CrSector: IT - Services

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 2

The company targets a revenue run rate crossing Rs. 1,000 crores by FY ’24, growing at 20%-25% annually.
Quarterly revenue growth of 6%-7% is expected to continue, with close monitoring of demand conditions.
Growth in the Engineering R&D (ER&D) segment is projected at 25% year-on-year with margins stable near current levels.
The listed entity is growing at around 35%, while unlisted entities have a growth rate of 25%-28%.
Digital transformation and automation-first approaches are key growth drivers.
The company aims to increase revenue from new customers to 10%, up from a previous 5% trend.
There is a positive outlook for demand, especially in European markets, transportation, energy, and digital segments despite macro uncertainties.
Double-digit growth is expected without signs of slowdown over the next 2-3 quarters.

Margin guidance

Category 3

The company aims to cross Rs. 1,000 crores in revenue in FY ’24.
Revenue growth for unlisted entities expected around 25%-28%, while listed entity grew approx. 35%.
EBITDA margins are anticipated to remain stable in the 17%-18% range.
Employee wage hikes expected around 14%-15%, similar to prior year, with efforts to optimize other costs to maintain margins.
Attrition rate currently around 30%, above target of 20%, impacting costs; mitigated by contractors and recruitment strategies.
No major margin impact expected from reopening of travel in near term; on-site revenue contribution increased from 32% to 36%.
Earnings per share increased 7% to Rs. 52.58 in FY ’22; no explicit EPS guidance given but positive momentum expected.
Growth driven by strong sales and account management, with both new and existing customers contributing.

See what Expleo Solutions management said on margin guidance — free account, 30 seconds.

Fundraise plans

There is no specific mention of any current or future fundraising through debt or equity in the provided transcript.
The company discussed using cash for recent acquisitions and potential future acquisitions, indicating utilization of existing funds rather than raising new capital.
Dividend distribution policy is under consideration to decide on cash utilization between now and the AGM.
No mention of plans to raise fresh funds via debt or equity in the near term.
The focus appears to be on organic growth, strategic investments, and cautious capital deployment amid market uncertainties.

Order book

Yes

The transcript does not explicitly state the current or expected order book or pending orders in quantifiable terms.
Growth is driven primarily by strong sales and account management efforts, with a steady increase in large clients ($1 million+ and $5 million+).
Several large deals were won last year, including one $5 million+ and one $1 million+ customer.
There are a couple of large deals currently in the pipeline, but no new major deal wins were reported in the last quarter.
The company is targeting continued quarter-on-quarter growth of 6-7% for the listed entity and expects similar growth for the unlisted entities.
Management is closely monitoring demand and market conditions amid macroeconomic challenges.

See what Expleo Solutions management said on order book — free account, 30 seconds.

Capex plans

Yes

- The company has made recent acquisitions, including Lucid Tech Solutions, a specialist in data governance and analytics, with a purchase consideration of around $3.2 million payable over 15-18 months. - Another acquisition mentioned is Assystem Care, becoming part of their portfolio early in the year, indicating a strategic investment in life sciences. - The focus of acquisitions is on expanding capabilities in new technology areas such as data-led capabilities and digital transformation. - They have one more acquisition likely to come up, showing an ongoing strategic investment approach. - Dividend distribution policy has been published, and decisions on cash utilization (including acquisitions and dividend pay-outs) will be finalized before the next AGM. - Investments continue in hiring talent, including trainees, to support future growth, reflecting capital deployment in human resources. Overall, the group's strategy is to invest in acquisitions and talent to support growth and expand technological capabilities.

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How does Expleo Solutions rank vs peers in IT - Services?

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