Network People Services Technologies Ltd

- Revenue growth is expected to continue at a year-on-year rate similar to the previous year, around 35% growth trajectory (Deepak Chand Thakur, Page 15). - Q4 and FY '26 revenues are anticipated to be upward, with spillover deals and new business additions contributing positively (Pages 10, 14, 15). - EBITDA margins may improve due to the introduction of subscription/SaaS models and expansion into global markets with higher-margin business (Pages 9, 10). - Profitability has shown strong growth recently; Q3 FY '26 PAT grew 124% year-on-year and diluted EPS increased 137% YoY signaling robust earnings momentum (Page 4). - Non-linear growth expected from scaling existing products and global expansions will enhance operating earnings (Pages 9, 14). - RegTech and new verticals like PPI issuance expected to contribute significant incremental revenue from Q1 FY '27 onwards (Page 15). - Targeting to grow at 2x the industry rate by 2030, implying sustained strong earnings growth over the medium term (Page 6).

- The company has a very strong funnel for new orders in the next 6 months to 1 year. - Multiple new accounts are expected in the TSP (Technology Service Provider) segment within 6 months. - Several deals are in the very last stages and expected to close by year-end. - There has been a spillover of orders amounting to "almost about 10 plus" crore (currency assumed INR). - Multiple announcements regarding new account additions and partnerships are expected in Q4. - The trend indicates growth with the potential to hit or surpass all-time high quarterly revenue in Q4. - The company is targeting significant growth in verticals, including RegTech, global markets, and payment platform services. - Continuous addition of new customers has already begun, including recent additions of 3 to 4 accounts. These points collectively reflect a strong and growing order book with expected positive closures soon.

- The company recently raised funds through Tata Mutual Fund, primarily for inorganic growth opportunities. - These funds will be used across multiple verticals: payments, RegTech, and payment platform. - The management is evaluating potential acquisitions for quick scale and expansion. - No specific announcement or guidance has been provided about any new debt or equity fundraising in the near term. - Any inorganic growth or acquisition plans will require Board approval before execution. - The company does not currently intend to give concrete guidance on new fundraising but will update later as plans solidify.

- The company has raised funds through Tata Mutual Fund, which are planned to be used primarily for inorganic growth, targeting consolidation opportunities to achieve quick scale and expand organizational reach. - Investments are being considered across multiple areas: payments, RegTech, and payment platform verticals. - The company is actively evaluating inorganic opportunities that can contribute to new accounts and business areas currently out of reach. - Inorganic growth plans are anticipated to unfold over the next 3 to 6 months, subject to Board approval. - There are no explicit mentions of large physical capital expenditures; focus is more on strategic investments, product launches, and market expansion, including international markets (Middle East, Africa, Central Asia, and Latin America).

- TSP (Technology Service Provider) will continue to be the largest revenue contributor due to its maturity and multiple revenue funnels. - PPaaS (Payment Platform as a Service) is expected to start contributing revenue within a quarter or two, adding multiple revenue sources. - RegTech will begin contributing revenue numbers within 3 quarters, with subscription and pay-per-use models. - The company targets multiple new account additions in TSP across large, mid, and small businesses, with announcements expected soon. - SaaS and subscription-based revenue streams in TSP will grow, reversing the current license-heavy revenue mix. - Focus on expanding in global markets (Middle East, Africa, Central Asia, Latin and Central America) expected to show results in the next 6 months. - Banking Connect app seen as a growth area, potentially contributing 10-15% of TSP revenue in about a year. - Overall, the company aims to sustain a year-on-year revenue growth trajectory similar to the previous year's ~35%. - Inorganic growth via acquisitions is planned within the next 2-6 months to accelerate scale.