Any current/future new fundraising through debt or equity?

No firm acquisition or fundraising is currently finalized or disclosed; announcements will follow as appropriate. The company is actively looking at acquisition opportunities, especially to cross-sell and upscale platforms. Any future fundraising, including acquisitions or capital raises, may be via debt or equity depending on market conditions and valuation. As a NASDAQ-listed company, SecureKloud has multiple fundraising options open including debt, which may be preferred if valuations are high. The Healthcare Triangle IPO proceeds mentioned were intended partly for acquisitions. T

Any current/future capex/capital investment/strategic investment?

No firmed-up acquisitions disclosed currently; actively exploring acquisition opportunities to cross-sell and upscale platforms. Healthcare Triangle IPO proceeds are earmarked towards acquisitions. Future acquisitions or fundraises may include debt funding, leveraging the flexibility of being a NASDAQ-listed company. Capital raising efforts ongoing for Blockedge (blockchain business), including private placement and convertible note models. Focus on scaling blockchain and healthcare platforms with potential IPO plans. Peak R&D investments have been made, primarily in SaaS platform development;

Future growth expectations in sales/revenue/volumes?

Expect revenue growth acceleration in the next 2-3 quarters due to shift from one-time to recurring revenue models, especially SaaS platforms. Pipeline of orders is strong, with $8 million signed within 40 days in Q3, reflecting growing business opportunities. Recurring revenue is increasing significantly — from about 10% a few years back to nearly 40% now, targeting ~70% in 3-4 years. Platforms like Readable.ai and DataEZ have multi-million dollar potential; recurring annuity revenues from data pipeline contracts range $300K-$650K annually per customer. Margins expected to improve as

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

SecureKloud expects revenue growth acceleration and profit margin expansion in the next 2-3 quarters due to a shift from one-time to recurring revenue models. Recurring revenues have increased from early 20s% to about 40% now, targeting ~70% over the next 3-4 years, improving revenue visibility and stickiness. Gross margins are currently around 26.3%, expected to rise to ~35% in 3-4 quarters and eventually reach about 50% in 3-4 years. EBITDA margin is projected around 20% with low or zero debt, enabling significant margin expansion leading to profits and eventual dividend payments within 18-2

Current/ Expected Orderbook/ Pending Orders?

The Total Contract Value (TCV) is approximately Rs. 350 to Rs. 370 crores and is constantly increasing due to new contracts. In the recent quarter, an additional $8 million (about Rs. 50-55 crores) worth of business was signed, to be recognized over multiple quarters. The company has a strong pipeline of orders with high conversion potential. The shift to recurring revenue from one-time contracts means revenues are recognized over a period, affecting short-term revenue visibility. Healthcare Triangle, a subsidiary, has a growing recurring revenue portion (from 23% two years ago to 55% now). Bl

SecureKloud TechQ2 FY22IT - Services

SecureKloud Tech Q2 FY22 Earnings Call Analysis

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

Price: ₹15.02Market Cap: ₹50 CrSector: IT - Services

Management growth scorecard

Revenue

Category 2

Margin

Category 1

Fundraise

Yes

Order

Yes

Capex

Yes

4 of 5 growth signals are positive — a strong management growth story.

Full analysis

Revenue guidance

Category 2

Expect revenue growth acceleration in the next 2-3 quarters due to shift from one-time to recurring revenue models, especially SaaS platforms.
Pipeline of orders is strong, with $8 million signed within 40 days in Q3, reflecting growing business opportunities.
Recurring revenue is increasing significantly — from about 10% a few years back to nearly 40% now, targeting ~70% in 3-4 years.
Platforms like Readable.ai and DataEZ have multi-million dollar potential; recurring annuity revenues from data pipeline contracts range $300K-$650K annually per customer.
Margins expected to improve as platform revenues (with ~60% gross margin) grow, with EBITDA margin goal ~20% in 18-24 months.
Geographic expansion planned — currently 90% revenues from U.S., with growth targeted in India, APEC, Europe, and Middle East.
R&D spend to reduce from peak levels, enabling better cost control and margin expansion as revenues grow.
Sales cycle shortening to ~3 months from 6-12 months due to platform subscription models, aiding faster revenue recognition.

Margin guidance

Category 1

SecureKloud expects revenue growth acceleration and profit margin expansion in the next 2-3 quarters due to a shift from one-time to recurring revenue models.
Recurring revenues have increased from early 20s% to about 40% now, targeting ~70% over the next 3-4 years, improving revenue visibility and stickiness.
Gross margins are currently around 26.3%, expected to rise to ~35% in 3-4 quarters and eventually reach about 50% in 3-4 years.
EBITDA margin is projected around 20% with low or zero debt, enabling significant margin expansion leading to profits and eventual dividend payments within 18-24 months.
R&D expenses have peaked and will reduce to 8-10% of revenue by Q1 2022, improving cost structure and profitability.
New contract signings (e.g., $8M in Q3) and platform adoptions will drive sustainable organic revenue growth.
Growth from $40M to $300M in 4-5 years is envisaged as SaaS adoption peaks and sales conversions increase.

See what SecureKloud Tech management said on margin guidance — free account, 30 seconds.

Fundraise plans

Yes

No firm acquisition or fundraising is currently finalized or disclosed; announcements will follow as appropriate.
The company is actively looking at acquisition opportunities, especially to cross-sell and upscale platforms.
Any future fundraising, including acquisitions or capital raises, may be via debt or equity depending on market conditions and valuation.
As a NASDAQ-listed company, SecureKloud has multiple fundraising options open including debt, which may be preferred if valuations are high.
The Healthcare Triangle IPO proceeds mentioned were intended partly for acquisitions.
There is ongoing capital raising for Blockedge (Blockchain subsidiary), initially through convertible notes, with potential IPO plans later, though no exact timelines are confirmed.
The company aims to minimize dilution and prefers cost-effective fundraising mechanisms in the US market.

Order book

Yes

The Total Contract Value (TCV) is approximately Rs. 350 to Rs. 370 crores and is constantly increasing due to new contracts.
In the recent quarter, an additional $8 million (about Rs. 50-55 crores) worth of business was signed, to be recognized over multiple quarters.
The company has a strong pipeline of orders with high conversion potential.
The shift to recurring revenue from one-time contracts means revenues are recognized over a period, affecting short-term revenue visibility.
Healthcare Triangle, a subsidiary, has a growing recurring revenue portion (from 23% two years ago to 55% now).
Blockchain business is in early stages with 3-4 Proof of Concepts (POCs) ongoing but no large contracts yet.
The company is actively looking at acquisition opportunities to enhance its orderbook.

See what SecureKloud Tech management said on order book — free account, 30 seconds.

Capex plans

Yes

No firmed-up acquisitions disclosed currently; actively exploring acquisition opportunities to cross-sell and upscale platforms.
Healthcare Triangle IPO proceeds are earmarked towards acquisitions.
Future acquisitions or fundraises may include debt funding, leveraging the flexibility of being a NASDAQ-listed company.
Capital raising efforts ongoing for Blockedge (blockchain business), including private placement and convertible note models.
Focus on scaling blockchain and healthcare platforms with potential IPO plans.
Peak R&D investments have been made, primarily in SaaS platform development; R&D expenses expected to reduce to 8-10% of revenue by early 2022.
Investment in sales and marketing to accelerate revenue growth and build a strong sales pipeline.
No specific immediate large capex disclosed; emphasis on driving organic growth through platform deployment and strategic acquisitions.

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What SecureKloud Tech's management said in earlier quarters

Earlier calls (4)

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