ESDS Software Solution Limited has announced a record-breaking financial year for 2025-26, achieving its highest-ever revenue and profit. Revenue from operations grew by 30.68% to ₹4,722.10 million, with Profit After Tax (PAT) more than doubling to ₹1,208.23 million. The company also successfully completed its Initial Public Offering (IPO), marking a significant milestone with its listing on BSE and NSE on September 4, 2026.
Record Financial Performance in FY26
ESDS Software Solution Limited has declared a landmark financial year for 2025-26, marked by significant growth in revenue and profitability. The company reported a 30.68% increase in revenue from operations, reaching ₹4,722.10 million. This robust performance was further highlighted by a more than doubling of its Profit After Tax (PAT), which surged to ₹1,208.23 million, a substantial increase from the previous year. The EBITDA also saw a healthy rise of 51.23% to ₹2,342.34 million, contributing to an improved EBITDA Margin of 49.60%.
Successful IPO and Strategic Growth
A pivotal moment for the company during the year was the successful completion of its Initial Public Offering (IPO). The equity shares of ESDS Software Solution Limited were listed on the BSE Limited and the National Stock Exchange of India Limited on September 4, 2026. This milestone underscores the strong market debut and the confidence of stakeholders in the company’s vision and business model. The company is strategically deploying the IPO proceeds to fund cloud and GPU capacity expansion in India, aiming to win more AI factories and sovereign cloud mandates both domestically and internationally.
AI Infrastructure and Global Reach
ESDS’s strategic focus on AI infrastructure is yielding significant results. The launch of GPU-as-a-Service in November 2025 has led to the development of AI factories for dedicated GPU clusters. A major step in global expansion was the signing of an AI cloud infrastructure agreement in Australia for a dedicated cluster of approximately 8,208 NVIDIA B300 GPUs, with a total contract value of approximately $1,250 million. International markets now contribute a significant 25.51% of the company’s revenue, a substantial increase from previous years.
Customer Growth and Operational Efficiency
The company has also seen substantial customer growth, adding 787 new customers in FY26, bringing the total customer base to 2,501. A significant 89.04% of these customers now utilize all three of the company’s service lines. Operational efficiency has also been a key focus, with revenue per employee rising to ₹4.75 million from ₹3.46 million, achieved with a leaner team. The Debt-Equity Ratio has fallen to 0.08, reflecting strong financial management.
Source: BSE
