Dev Information Technology Ltd Concall Summary for Q4FY26 MANAGEMENT COMMENTARY - Focused on strengthening strategic position. - Shift from SMB to enterprise clients. - India market prioritized amid global uncertainty. - Building North America on-site presence. GUIDANCE & OUTLOOK - FY27 revenue target: ~₹200 Cr. - Long-term growth guidance: 15-20%. - XDS partnership to contribute $1-2 Mn in FY27. - Order book stands at ₹50-60 Cr. - Focus on XDS & UCI integration. INDUSTRY & MACRO - Strong demand for Cloud, Cybersecurity & AI. - Enterprises seeking trusted digital partners. - Geopolitical risks impacting exports. - India digital economy remains a strong tailwind. COMPETITIVE POSITIONING - Among few Microsoft partners with all 6 designations. - Holds CMMI Level 5 certification. - ABCD model: AI, BI, Blockchain, Cybersecurity & Cloud. - Strong hybrid onsite-offshore delivery capability. RISKS & CONCERNS - Geopolitical uncertainty impacting exports. - Lower margins from India-heavy revenue mix. - Dependence on outsourcing in some segments. - Blockchain business scaling slower than expected. GROWTH DRIVERS - Strategic alliances with XDS & UCI New York. - Launch of ScaleX GCC platform. - AI platform distribution partnership with A21. - Divestment of non-core products to sharpen focus. PRODUCT MIX - India contributes 67% of revenue. - Export business revenue: ₹45 Cr. - Managed Services now 27% of revenue. - Cloud, Cybersecurity and Government segments growing. FINANCIAL SNAPSHOT FY26: - Revenue: ₹190.35 Cr - EBITDA: ₹7.23 Cr - PAT: ₹75.60 Cr* - EBITDA Margin: 3.74% Q4FY26: - Revenue: ₹56 Cr ( 8.1%) - EBITDA: ₹5.04 Cr - EBITDA Margin: 8.99% - PAT: ₹8.96 Cr CONCLUSION - Enterprise-focused transformation progressing well. - Q4 margins recovered sharply. - North America partnerships strengthen export pipeline. - Managed services share continues to rise. - Export-led margin expansion remains key monitorable. Investment Stance: Bullish on certifications, strategic partnerships and enterprise positioning, with margin recovery and export growth as key triggers. #Q4results #stockmaket #sharemarket #DevInformation

DEV INFORMATION TECHNOLOGY UPDATE 🚀 Associate Dev Accelerator announces IPO opening on September 10, 2025. 💰 Price band: ₹56 to ₹61 per share; IPO size ₹143.35 Cr (fresh issue). 🏢 Funds to be used for capital expenditure and debt repayment. 📅 IPO subscription window: September 10 to September 12, 2025; listing expected on September 17, 2025. #StockMarket #DevInformation #DevAccelerator #IPO #CoWorking #Investment

Dev Information: New Work Order Win Secured a ₹1.02 crore contract from RajCOMP Info Services Ltd Project: IT/ITeS services for the 'Raj Feb' initiative Completion timeline: Approximately 14 months #DevInformation #WorkOrder #RajCOMP #ITServices #ContractWin #projectupdates

DEV Information Technology Limited has announced securing of two significant cybersecurity orders from an existing USA-based enterprise client. #SEnews #DevInformation To view this stock in StockEdge click here web.stockedge.com/share/dev-…

#DevInformation #DevIT at ATH now :) 200 incoming 🧐 Had good time at 160 levels to buy. #DevInformation_VJ #DevIT_VJ #Stocks #sharemarketindia #niftytoday #Multibaggar

Stocks Watchlist of Few Good Earnings {Q2 (2025)} :✍️ (Microcap & Smallcap) #Tembo #PIGL #POEL #POCL #ArrowGreen #ExpleoSolution #TejasNetwork #CeinsysTech #GenusPower #HplElectic #SatinCredit #RaceEco #EFC #FrontierSpring #AurionproSol #AYMSyntex #BajajHealth #BaluForge #BLSInternational #DevInformation #E2ENetworks #Garware Hi Tech #Hubtown #IIFL Securities #Netweb Technol #Newgen Software #PTC Industries #SCI #Shaily Engineer. #Shakti Pumps #Shivalik Rasayan #Sterling & Wils #Websol #KpiGreen #KPEL #KPGEL #Oriana #Alpex #Solex #ZenTech Add if anything misssing..? Note: Have already mentioned most of these stocks at lower levels. ✍️ #JustForWatchlist #JustForEducational #NotRecommending

#DEVInformation Technology Develops Single Window IT System for IFSCA ⚡💼 Summary: DEV IT developed the Single Window IT System (SWIT) under IFSCA's guidance to streamline business establishment in India’s international financial services centres (IFSCs). The platform was inaugurated by the Hon'ble Prime Minister on September 16, 2024, in Ahmedabad.

Promoter Buying Alert!! #DevInformation Promoters Increased Holding by 3.83% compared to last quarter. Promoter Holding: 71.31% | FII Holding: 0% | DII Holding: 0% Promoter DII FII Holding = 71.31% #promoter #promoterbuying #investing #StockMarket #IndianMarket #nifty #institution #stockstowatch @CNBCTV18News @ZeeBusiness

✍🏻 Stocks in News (18-12-2023) 🟠Dev Information Technology Ltd Board Considered and approved to acquire 100% stake of Dhyey Consulting Services Private Limited. For the purpose of same the board of directors have considered and approved execution of Share Purchase Agreement (“SPA") amongst Dev Information Technology Limited (“Company), Promoters of M/s, Dhyey Consulting Services Private Limited (“Sellers”) and Dhyey Consulting Services Private Limited (“the Company”). #askvismaya #stockmarkets #stockmarketsindia #stocksinnews #stocksintrend #stockstofocus #stocks #devinformation

Stocks which made 52 week high today (3/n): #ControlPrint #Craftsman #CRISIL #DalmiaBharat #DatamaticsGlob #DeltaCorp #DevInformation #DynamicService #EmkayTaps #eMudhra #Stockmarket

🚨🚨🚨#Results - 3rd Feb Strong growth numbers posted by #praj #starcement #linc #nava *** #ethos #ador #geniuspower #ionexchange #devinformation #quesscorp #dalmiabharat **** Valuation comfort in *** 🐢🐢🐢🐢

#DevInformation Technology #HPL Electric & Power #MSP Steel & Power #Garment Mantra Lifestyle #DEVIT #HPLElectric #MSPL #MSPSTEEL #GARMNTMNTR #GarmentMantra #Q1FY23 #q1results #results #earnings #q1

A Journey of Mr. Jaimin Shah with GESIA IT Association. Part - 3 youtu.be/IiOS4Wo8_zs via @YouTube #ThinkFutureTechThinkGujarat #GESIA #journey #member #DevInformation #Technology