Aurionpro Solutions Limited announced a 16% year-on-year and quarter-on-quarter revenue growth for Q2 FY27, reaching INR 415 crores. The company highlighted its strategic investments in AI-native solutions for banking and fintech, along with expansion in transit and data center businesses. EBITDA stood at INR 71 crores with a 17.2% margin, and PAT was INR 50 crores at a 12% margin. Management expressed confidence in continued growth and market validation of its roadmap.
Aurionpro Solutions Q2 FY27 Earnings Call Highlights
Aurionpro Solutions Limited has reported a robust performance for the second quarter and first half of FY27. The company announced a significant 16% year-on-year and quarter-on-quarter revenue growth, achieving INR 415 crores. This marks a milestone as the company crossed its quarterly revenue threshold for the first time. This growth was achieved while maintaining solid profitability, absorbing input cost pressures, and investing aggressively in R&D.
Financial Performance
For the quarter ended September 30, 2026, Aurionpro reported an EBITDA of INR 71 crores, translating to a margin of 17.2%. Profit After Tax (PAT) stood at INR 50 crores, with a margin of 12%. The company indicated that while R&D intensity peaked in H1, it is expected to moderate going forward, with a strong order book of over INR 2,000 crores supporting H2 performance.
Business Unit Performance and Strategy
The company is undergoing a generational technology shift, focusing on agentic AI-native systems in banking and fintech. Commercial activity has increased, with several large deals in advanced stages and proofs of concept running across Asia and Europe. The Technology Innovation Group (TIG) has seen success in transit payments and data centers, driving order book and pipeline growth. Aurionpro aims to be a pre-eminent, independent, full-stack AI data center partner.
Management emphasized their ‘atoms-to-bits’ strategy, fusing intelligent software with precision hardware, and integrating backward to manufacture critical components for data centers and mass transit networks. Product investments are converting into commercial velocity, with a focus on long-term growth over near-term margin maximization. The company expects H2 to be stronger than H1, supported by an accelerating execution and a deep pipeline.
Outlook and Investor Focus
Aurionpro expects to continue accelerating growth through the year. While not providing specific guidance, the company anticipates H2 to be significantly stronger than H1. The focus remains on executing the ‘Vision 2030’ strategy to compound long-term shareholder value. Management also indicated that the data center business is projected to grow substantially in H2, contributing to the overall revenue mix. The company is also investing in building cybersecurity capabilities, viewing it as both a threat and an opportunity.
Q&A Highlights
During the question-and-answer session, management addressed queries regarding margin expectations, order book execution, the impact of the Middle East situation, data center revenue contribution, R&D capitalization, and working capital requirements for DC projects. They clarified that while margins are expected to remain stable due to business mix, the underlying businesses are poised for growth. The company also discussed its strategy for developing in-house AI models to reduce reliance on third-party tools and manage costs effectively.
Source: BSE
