#SME #InfinityInfoway #Infinity Infinity Infoway FY26 Concall Highlights 👉 FY27 & Future Outlook 💠Revenue growth guidance: 60–70% YoY expected in FY27. 💠Zero Touch DaaS (patented process): Expected to contribute 20–22% of total revenue in FY27. 💠150 machines already manufactured and ready for deployment; short-term manufacturing capacity 3,000–4,000 units; long-term >10,000 units. 💠Higher gross margins of 50–60%. 💠Overall margin trajectory: EBITDA margins expected to remain stable or improve slightly in FY27 (current ~44.5%) due to high-margin Zero Touch and AI enhancements; further expansion possible from scale and new AI products 👉Geographical expansion: 💠Domestic: Adding Rajasthan, Karnataka, Odisha, Uttar Pradesh and northern India (current major revenue from Gujarat, MP, Maharashtra) 💠International: First focus on GCC (UAE first, followed by Saudi Arabia & Bahrain) via digital marketing, online demos, and virtual product demonstrations. War-related disruptions not material as business is largely digital. 💠Product roadmap: New AI-based products (including in-house LLM integration into ERP) to be launched in FY27; existing ERP already AI-upgraded. 💠Longer-term: Steady transition to higher contribution from Zero Touch, fintech (TimePay), and international markets; multi-product revenue mix (Education ERP currently 53%, Industrial ERP 36%). 👉 Current Orders / Projects & Future Pipeline 💠Key orders secured in FY26 (under execution / revenue recognition in FY27): - ₹10.97 Cr AI-based data analytics project – Government of Gujarat (Higher Education Department). - ₹1.45 Cr annual recurring contract – Barkatullah University (MP). 💠Strategic fintech integration with TimePay (NPST-backed prepaid card ecosystem for fees, food, transport, fuel). 👉Zero Touch deployment pipeline: 💠Inauguration this month (May 2026); meaningful revenue from Q1–Q2 FY27 onward. 💠Process patent (20 years) covers end-to-end secure question paper generation → printing → stapling → packing → delivery. 💠TimePay prepaid card: Pilot completed; final bank approvals pending; expected to go live shortly and contribute meaningful revenue by end of current quarter or early next quarter (transaction-based revenue sharing model). 💠Turnkey projects: New line item “Purchase of Stock-in-Trade” reflects hardware smart classroom server components supplied alongside ERP (one-stop education solutions). 👉Addressable opportunity: 💠Question paper security market in India: >USD 3 billion annually (growing due to DPDP compliance and security needs). 💠Company target: 1–2% market share in Year 1 → up to 10% over next 3–5 years. 💠Execution channels: Active tender bidding (Govt GeM portal), dedicated sales teams in 8 states, exhibitions, channel partners, and private university outreach. 7 tenders already won in FY26. 💠Intangible assets under development (₹8.15 Cr on BS): Zero Touch software, proprietary LLM for ERP, and international accounting/compliance modules. 👉 Operational highlights: 💠156 employees; attrition managed at 16.55% (supported by ESOPs and engagement programs). 💠Education ERP: 55 universities, 1,000 institutes, >10 million students served. 💠Online Examination System: 2 lakh concurrent students capacity; >25 lakh exams delivered. 💠Industrial ERP: 14 deployments, 10 TB live data, ~2 million transactions processed. 💠Digital learning: 10 courses, 10,000 enrollments. 💠Strategic positioning: NEP-aligned AI-powered ERP ZEROTOUCH (unique patented secure delivery system) fintech integration. 💠AI viewed as opportunity (not disruption); actively enhancing products and internal efficiency. 💠Awards & recognition: Cited again : National Entrepreneurship Award (2011), multiple education & SME awards, “Most Ethical Company 😁” recognition

*Today's bulk / block deals* #CapriGlobal #BaluForge #AGIInfra #RatnaveerPRecision #TVTodayNetwork #MangalamWorldwide #EssenSpeciality #ClearSecured #InfinityInfoway #ChandrimaMercantiles #AareyDrugs #ModernDiagnostic #MDRC #GoyalAluminium #AuriGrow #Shipwaves #GujaratInject

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💻 Infinity Infoway secures ₹2.15 Cr ERP implementation contract 👉🏻 Wins ERP Software Service Agreement from The Education Committee of Shri Maheshwari Samaj, Jaipur 👉🏻 Scope: ERP modules, customization, development, UAT, training, support & maintenance 👉🏻 5-year tenure with one-time customization annual per-student charges 👉🏻 Contract value equals 10% of audited turnover — disclosed voluntarily for transparency #InfinityInfoway #ERP #ITServices

Company #8: Infinity Infoway Limited (BSE: 544567) Analysis 1/12 #InfinityInfoway

Good #Q2FY26-12/11/2025 till 2pm Kilburn Engineering #Kilburn #KilburnEngg Highest ever revenue, EBITDA, PBT and PAT in comps history Solid Q2FY26 on both standalone and consolidated level Good QoQ and YoY uptick across all parameters Rev at 154cr vs 103cr, Q1 at 129cr PBT at 37cr vs 19cr, Q1 at 30cr PAT at 27cr vs 15cr, Q1 at 21cr OCF at -29cr vs -10cr Solid orderbook Rico Auto Industries #RicoAuto Rev at 627cr vs 575cr, Q1 at 544cr PBT at 24cr vs 12cr, Q1 at 18cr PAT at 18cr vs 7cr Q1 at 17cr Good QoQ and YoY uptick across all parameters OCF at 149cr vs 100cr Globus Spirits #GlobusSpr #GlobusSpirits Solid Q2FY26 Good times seem to have some back on margins Big margin expansion Rev flat at 871cr vs 875cr PBT at 26cr vs 2cr, Q1 at 23cr PAT at 22cr vs 1.3cr, Q1 at 18cr OCF at 268cr vs 16cr🔥 Precision Wires #PrecWires Rev at 1226cr vs 1037cr, Q1 at 1103cr PBT at 48cr vs 26cr, Q1 at 36cr Solid QoQ and YoY uptick across all parameters PAT at 36cr vs 19cr, Q1 at 27cr OCF at 101cr Influx Healthtech #Influx Good H1FY26 Good uptick vs H1FY25 and H2FY25 Rev at 67cr vs 48cr H2 at 57cr PBT at 13cr vs 7.7cr, H2 at 10cr PAT at 10cr vs 5.6cr, H2 at 7.6cr OCF at 1cr vs 7cr KMC Speciality Hospitals #KMCSHIL Rev at 75cr vs 56cr, Q1 at 66cr PBT at 14.7cr vs 5.3cr, Q1 at 10cr PAT at 11cr vs 4cr Q1 at 7.5cr Good QoQ and YoY uptick across all parameters Goldiam International #Goldiam Rev at 193cr vs 137cr, Q1 at 230cr PBT at 46cr vs 33cr, Q1 at 45cr PAT at 31cr vs 22cr, Q1 at 34cr OCF at -29cr Century Plyboards #CentPly Good set Rev at 1385cr ve 1183cr, Q1 at 1169cr PBT at 98cr vs 58cr, Q1 at 71cr PAT at 71cr vs 40cr, Q1 at 53cr OCF at 288cr vs -23cr Eris LifeSciences #ErisLife Rev at 790cr vs 739cr, Q1 at 772cr PBT at 173cr vs 129cr, Q1 at 161cr PAT at 134cr vs 96cr, Q1 at 125cr OCF at 239cr vs 485cr Organic Recycling #OrgRecycling Rev at 30cr vs 18cr, H2 at 26cr PBT at 12.6cr vs 7.3cr, H2 at 9.8cr PAT at 12cr vs 6.7cr, H2 at 9cr OCF at 13cr vs -3cr MPS #MPS Steady set Decent QoQ and YoY uptick Rev at 194cr vs 177cr, Q1 at 186cr PBT at 56cr vs 48cr Q1 at 50cr Exceptional gains of 13cr takes PAT to 55cr vs 35cr, Q1 at 35cr OCF at 127cr vs 60cr Advanced Enzyme Technologies #AdvEnzymes Rev at 184cr vs 146cr, Q1 at 186cr PBT at 60cr vs 42cr, Q1 at 55cr PAT at 45cr vs 33cr, Q1 at 40cr Good QoQ and YoY uptick across all parameters OCF at 65cr vs 43cr Danlaw Technologies #Danlaw Rev at 65cr vs 54cr, Q1 at 55cr PBT at 7.4cr vs 5.9cr, Q1 at 4.6cr PAT at 5.5cr vs 4.5cr, Q1 at 3.4cr OCF at 7.7cr vs 10cr Empire Industries #EmpireInd Rev at 180cr vs 163cr, Q1 at 166cr PBT at 13.7cr vs 11.3cr, Q1 at 10.3cr PAT at 12.3cr vs 9.8cr, Q1 at 9.6cr OCF at 40cr vs 42cr Riddhi Steel And Tube #RiddhiSteel Rev at 247cr vs 154cr, Q1 at 237cr PBT at 9.3cr vs 4.5cr, Q1 at 5.6cr OCF at -17lacs vs 13cr ARCL Organics #ARCLOrganics Solid Q2FY26 Rev at 86cr vs 56cr, Q1 at 67cr PBT at 10cr vs 3.7cr, Q1 at 5cr PAT at 7.2cr vs 2.1cr, Q1 at 4cr OCF at -5cr vs 2cr Campus Activewear #Campus Rev at 386cr vs 333cr, Q1 at 343cr PBT at 27cr vs 20cr, Q1 at 30cr PAT at 20cr vs 14cr, Q1 at 22cr Rich valuations OCF at -26cr vs 235cr Committeed Cargo #Committed Rev at 121cr vs 81cr, H2 at 108cr PBT at 7.2cr vs 4cr, H2 at 6.7cr PAT at 5.2cr vs 3cr, H2 at 4.7cr OCF at -1.3cr vs -6.4cr Sacheerome #Sacheerome Good H1FY26 Rev at 76cr vs 57cr, H2 at 50cr PBT at 20cr vs 11cr, H2 at 9.5cr Solid uptick vs H1FY25 and H2FY25 PAT at 15cr vs 9cr, H2 at 7cr OCF at 15cr vs 12cr Ashok Leyland #AshokLeyland Good Q2FY26 Rev at 9538cr vs 8728cr, Q1 at 8681cr PBT at 1082cr vs 878cr, Q1 at 798cr Exceptional losses lead to flat PAT OCF at 925cr vs -567cr VIP Clothing #VIPClothing Rev at 66cr vs 59cr, Q1 at 65cr PBT at 3.4cr vs 1cr, Q1 at 3.2cr PAT at 2.2cr vs 0.8cr,flat QoQ OCF at 18cr vs -5cr Le Merite #LeMerite Rev down sharply at 212cr vs 296cr PBT at 11cr vs 4cr, H2 at 4.4cr Decent: #InfinityInfoway #DarCredit #InfoEdge #CordsCable #SRGHousing

As part of study exercise of shortlisted and interesting #SME #DiwaliPicks 2025 (Part 1) Objective: shortlist / tracking list 1. #AgarwalToughenedGlass (Agarwal Toughened Glass #ATGIL) Key thesis: [CAGR Growth Margin expansion ~re-rating potential] 35-45% CAGR expectation over next 3 years, margins expected to increase further (shift to higher margin segments - DGU and laminated), Capex, expansion from north to South, foray into solar glass segments, industry tailwinds, Tech integration and ratings by major glass manufacturers Counter-thesis [Limited bargaining power Govt dependency ~strained working capital] - Limited glass suppliers, 100% advance payment - High CCC - 40-45% of output goes towards Govt Projects (dependency on Rajasthan Ops and construction segments) Personally, I am avoiding for now - will consider buying at further and lower valuation during macro weakness, subject to message sent by technical / charts 2. #AmantaHealthcare (Amanta Healthcare) Key thesis: Doubling of existing capacity (claim of optimal cap util over next 3 years) margin enhancement claims Personally, i don't like the valuation, and claims sound risky for me. One of those stocks to probably keep on watchlist and wait for actual execution. Expecting major selling once lock-ins start opening up. 3. #InfinityInfoway Removed from list before study began ~Resignation of CFO for personal and professional reasons 4. #SubaHotels [Suba Hotels] Seeming interesting. Deep diving and doing level 2 analysis 5. #BahetiRecycling [Baheti Recycling Industries] Another interesting opportunity [Read last 2 concalls - interesting insights --> All the right signs & focus, and market seems to have factored some of those already] On watchlist, given I have higher conviction on other opportunities One of those bets, which can either give 40/45 % returns or consolidate over next year, subject to a lot of factors 6 #RappidValves [Rappid Valves] (Discl. Already holding 4% of pf and hence may be biased) 40-50% revenue growth expected over FY 26 and FY27 (🤞) basis existing business and domestic opportunities with incremental effect from U.S. export project, and margin sustenance / increase. Personally, will keep topping this up during any fall. Disc. Sharing personal opinion, for study purpose only. DYDD. Not SEBI Registered .... contd.... Study is on... a lot more eliminations happening pre-study shortlist phase

#InfinityInfoway #shares make a strong #debut, #list at 90% #premium over #IPO price #ETMarkets economictimes.indiatimes.com…

🚨 Latest IPO and GMP Details at 22:00 Hrs, 02-Oct-2025 📈 Advance Agrolife Mainboard IPO is open until Oct 3rd, subscribed 1.87x with a 15% GMP. #AdvanceAgrolife 🚚 Om Freight Forwarders Mainboard IPO open till Oct 3rd, subscribed 2.57x, showing 5.19% GMP. #OmFreightForwarders ✨ Infinity Infoway SME IPO with 19.35% GMP and 2.99x subscription closes Oct 3rd. #InfinityInfoway 🌿 Chiraharit SME IPO is open until Oct 3rd, subscribed 0.77x and commands 9.52% GMP. #Chiraharit 🧬 Sheel Biotech SME IPO closes Oct 3rd, with a 6.35% GMP and 0.3x subscription. #SheelBiotech ⚙️ Munish Forge SME IPO open till Oct 3rd, 3.12% GMP, and 0.27x subscribed. #MunishForge

🚨 Latest IPO and GMP Details at 11:01 Hrs, 01-Oct-2025 🚀 Om Freight Forwarders (Mainboard) IPO subscribed 2.32x with 2.22% GMP. Closes October 3rd. #OmFreightForwarders 🌱 Advance Agrolife (Mainboard) IPO is open, 0.54x subscribed, and has a 5.00% GMP. Closes October 3rd. #AdvanceAgrolife 🔔 Glottis (Mainboard) IPO closes today, subscribed 1.12x with a 3.88% GMP. #Glottis ⌛ Fabtech Technologies (Mainboard) IPO also closes today, subscribed 1.08x. No GMP reported. #FabtechTechnologies ✨ Infinity Infoway (SME) IPO shows a strong 16.13% GMP and 1.29x subscription. Closes October 3rd. #InfinityInfoway 📈 Chiraharit (SME) IPO boasts a 19.05% GMP, subscribed 0.28x. Offers close October 3rd. #Chiraharit

🚨 Infinity Infoway SME IPO 🚨 Company coming up with 0.15 Cr shares issue on BSE SME ✨ 🔹 IPO Dates – Yet to be announced 🔹 Price Band – Awaited 🔹 Lot Size – Awaited #IPO #SMEIPO #InfinityInfoway

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