Software - Infrastructure
Seshaasai Technologies Limited (NSE: STYL) Q1fy27: Revenue Up 21.1% Yoy, PAT Surges 63.8%
Seshaasai Technologies Limited (NSE: STYL) reports strong Q1FY27 with 21.1% YoY revenue growth and 63.8% PAT increase.
Seshaasai Technologies Limited (NSE: STYL), a technology-driven solutions company empowering Payments, Communication, and IoT, announced today its financial results for the First Quarter of FY27, ended on 30th June 2026. The company reported a robust performance with revenue from operations at ₹3,764.7 million, marking a 21.1% year-on-year growth.
Key Financial Highlights
The company’s Profit After Tax (PAT) stood at ₹603.4 million, a significant 63.8% increase on a YoY basis. The EBITDA stood at ₹944.1 million, a growth of 28.0% on a YoY basis with an EBITDA margin of 25.1%, up 135 bps on a YoY basis.
Segment Performance
Payment Solutions contributed 42% of the revenues, Communication & Fulfilment Solutions contributed 40%, and IoT Solutions contributed 18%. Despite ongoing geopolitical tensions resulting in higher fuel prices and increased INR inflation, the company’s focus on operational efficiency and cost discipline enabled it to deliver EBITDA growth and maintain healthy margins.
Pragnyat Lalwani, Managing Director, Seshaasai Technologies, said: “We are pleased to report a strong start to FY27, driven by healthy demand across our key business verticals and continued execution of our strategic priorities. All the three segments delivered encouraging performance, supported by deeper customer engagement and growing adoption of our technology-led solutions. Looking ahead, we remain focused on sustaining growth momentum, strengthening our technology capabilities, and creating long-term value for all stakeholders.”
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Seshaasai Technologies Limited
Seshaasai Technologies Limited belongs to the Technology › Software – Infrastructure sector. Here’s a quick read on where the business and the stock stand today.
Seshaasai gains 66.8% over three months and trades near its 52-week highs. The PEG of 0.85 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue and profit grow at 7.9% and 30.5% CAGR respectively. The pace is steady, and stability drives the investment case. RSI hits 73, a level that signals the stock runs hot. Notably, buyers drove volume on 19 recent sessions — though at these levels, some profit-taking is normal. Both the business and the stock move in the right direction. Revenue grows at 7.9%, profits at 30.5%, and the PEG sits at 0.85 — below its growth rate. That combination is rare. Check Fundamentals of Seshaasai Technologies Limited.
E2E
E2e Networks Limited (NSE: E2E) Q2 Fy’27: Revenue 5.1x Yoy to ₹2,238 Mn; Ebitda Margin Expands to 76.6%; PAT ₹727 Mn
E2E Networks Limited (NSE: E2E) reports Q2 FY’27 results: revenue ₹2,238 Mn, EBITDA margin 76.6%, PAT ₹727 Mn.
E2E Networks Limited, India’s premier AI-First Cloud GPU Platform, today announced its unaudited financial results for the second quarter and half year ended September 30, 2026. Q2 FY’27 revenue reached ₹2,238 Mn, up 411% year-on-year and 43% quarter-on-quarter, driven by contribution from Blackwell GPUs, better utilisation and higher average realisation across the GPU fleet. EBITDA margin expanded to 76.6% and PBT grew 66% sequentially to ₹971 Mn. The Company signed a multi-year cloud GPU contract worth ~₹1,000 Cr.
H1 FY’27 — HALF-YEAR SUMMARY (APRIL –SEPTEMBER 2026)
Revenue: ₹3,805 Mn, up 376% YoY from ₹799 Mn in H1 FY’26
EBITDA: ₹2,894 Mn at a 76.0% margin (+4,036 bps YoY) — 2.3x full-year FY’26 EBITDA
PBT: ₹1,558 Mn vs a loss of ₹222 Mn in H1 FY’26
PAT: ₹1,166 Mn (PAT margin 30.6%) vs a loss of ₹163 Mn in H1 FY’26
Q2 FY’27 FINANCIAL HIGHLIGHTS
Revenue of ₹2,238 Mn, up 410.8% YoY and 42.7% QoQ
EBITDA of ₹1,715 Mn at a 76.6% margin (+141 bps QoQ; +3,553 bps YoY)
PBT of ₹971 Mn vs ₹586 Mn in Q1 FY’27 and a loss of ₹185 Mn in Q2 FY’26
PAT of ₹727 Mn; PAT margin 32.5% (vs 28.0% in Q1 FY’27)
BUSINESS HIGHLIGHTS
Signed a binding term sheet of ~₹1,000 Cr (excl. taxes) with an Indian sovereign AI company for NVIDIA Blackwell cloud GPUs and allied services, valid through June 2029.
TIR AI/ML Platform: Added VPC Connect enables secure, private networking for GPU instances, training clusters and inference endpoints, delivering enterprise-grade isolation across the AI lifecycle for regulated workloads, at par with global hyperscalers.
Jarvislabs.ai The AI Cloud — Managed Endpoints & Model APIs: Production-ready open-weight models and pay-per-token APIs for Open-Source Models.
Infrastructure Upgrades: InfiniBand H200 clusters, serverless inference that scales to zero, private VPC networking, Object Storage and shared filesystems.
LEADERSHIP & MARKET ENGAGEMENT
Leadership strengthened: Anand Ganapathy (ex-IBM, Dell) joins as Chief Revenue Officer, bringing 27+ years of enterprise sales leadership; Abhishek Shindadkar joins as Head, Founder’s Office, bringing 21+ years of expertise in technology, research and capital markets; and Vinod Kumar joins as SVP, Field CTO, with 20+ years of experience across cloud infrastructure, HPC, storage and enterprise technology.
Expanding Strategic Advisory Team: Anandamoy Roychowdhary, a seasoned technology investor experienced in AI & deep-tech, Managing Director at Crane Venture Partners; previously spent over a decade at Sequoia Capital India & Southeast Asia (now Peak XV Partners).
Global Fintech Fest 2026: E2E and Jarvislabs.ai exhibited at Global Fintech Fest 2026, Mumbai, presenting India-hosted GPU cloud and AI platforms to banks, insurers and fintechs.
Management Commentary: “Q2 FY’27 — revenue 5.1x year-on-year to ₹2,238 Mn, EBITDA margin expanded further to 76.6%, and PAT rose to ₹727 Mn. The ~₹1,000 Cr sovereign AI contract for Blackwell GPUs gives us strong revenue visibility through 2029. With shareholder approval for growth capital in place, we remain focused on aggressive and judicious capacity expansion to meet India’s growing demand for AI compute.” — Management, E2E Networks Limited
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of E2E Networks Limited
E2E Networks Limited belongs to the Technology › Software – Infrastructure sector. Here’s a quick read on where the business and the stock stand today.
E2E gains 75.5% over three months and trades near its 52-week highs. Thin margins at 8.5% leave limited room for error — any demand softness or cost spike hits the bottom line hard. No meaningful dividend — total return is entirely dependent on capital appreciation. The stock trades at 91% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. The stock rises 75.5% in three months on 54.8% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of E2E Networks Limited.
MAPMYINDIA
C.e. Info Systems Limited (mapmyindia) Partners with MMRCL for Mumbai Metro Data Integration
C.E. Info Systems Limited (MAPMYINDIA) partners with MMRCL to integrate Mumbai Metro data into Mappls App, benefiting over 45 million users.
C.E. Info Systems Limited (NSE: MAPMYINDIA) has announced a strategic partnership with the Mumbai Metro Rail Corporation Limited (MMRCL) to integrate Mumbai Metro data into the Mappls App. This collaboration aims to provide over 45 million Mappls App users with real-time metro information, including routes, fares, and train frequencies.
Enhanced Metro Experience
The integration of Mumbai Metro Line 3 (Aqua Line) into the Mappls App will enable seamless end-to-end journey planning across the metro network, supporting a more connected travel experience in Mumbai. By making official metro information readily available on a single platform, the collaboration will benefit daily commuters, residents, visitors, and tourists, helping them make informed travel choices and navigate the Aqua Line network with greater ease and convenience.
Partnership Benefits
Commenting on the partnership, Shri R. Ramana, Director (Planning & Real Estate/NFBR), MMRCL, said, “Mumbai Metro Rail Corporation is committed to making metro travel more accessible, convenient, and technology-enabled for commuters. The integration of Mumbai Metro Line 3 (Aqua Line) information into the Mappls App will help commuters plan their journeys more effectively, navigate the network with ease, and access relevant travel information at one place. Our partnership with MapmyIndia marks another step towards delivering a smarter and more seamless metro experience across Mumbai.”
Mr. Rohan Verma, Joint Managing Director, MapmyIndia Mappls, said, “We are happy to partner with Mumbai Metro Rail Corporation to make official information easily accessible to Mumbaikars and those traveling to the city. Starting with Mumbai Metro Line 3 (Aqua Line), the Mappls app will now be their Metro Guide and offer accurate/real-time enabling commuters to efficiently plan their journeys and access the Mumbai Metro network with greater ease. This collaboration demonstrates the role of Swadeshi technology in facilitating smarter urban mobility and reinforces MapmyIndia Mappls commitment towards an Aatmanirbhar and digitally connected India.”
The partnership brings together MMRCL’s authoritative metro information and MapmyIndia’s indigenous maps and location technology, making it easier for commuters to access official information and plan their metro journeys with confidence.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of C.E. Info Systems Limited
C.E. Info Systems Limited belongs to the Technology › Software – Infrastructure sector. Here’s a quick read on where the business and the stock stand today.
C.E. drops 22.0% over three months and trades near its 52-week lows. The PEG stands at 4.95 — severely stretched. Any earnings miss could trigger a sharp de-rating. Industry-leading margins of 28.0% reflect exceptional pricing power and operational efficiency. The stock sits at 10% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 19.0% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of C.E. Info Systems Limited.
MAPMYINDIA
C.e. Info Systems Limited (mapmyindia) Partners with Mathworks to Accelerate ADAS Validation for Indian Roads
C.E. Info Systems Limited (MAPMYINDIA) collaborates with MathWorks to enhance ADAS validation for Indian roads using advanced high-definition maps.
C.E. Info Systems Limited (NSE: MAPMYINDIA) announced today a strategic collaboration with MathWorks to accelerate the validation of Advanced Driver Assistance Systems (ADAS) for Indian roads. This partnership leverages MapmyIndia’s high-definition (HD) maps integrated with MATLAB®, Simulink®, and RoadRunner™ to simulate realistic road and traffic scenarios.
Enhanced Simulation for Indian Driving Conditions
The integration of MapmyIndia’s HD maps with MathWorks’ tools enables automotive engineers to create digital twins of Indian road environments. This approach addresses the unique challenges of Indian roads, including dense traffic, variable lane behavior, and diverse road infrastructure.
Accelerating ADAS Development
By using MapmyIndia’s detailed road attributes, engineers can test ADAS controllers within a Model-Based Design environment. This collaboration helps reduce reliance on costly physical testing and speeds up the development of ADAS solutions tailored for the Indian market.
As automotive teams expand ADAS development for India, virtual validation is becoming essential to evaluate system performance across diverse driving conditions. The partnership with MapmyIndia empowers engineers to simulate real Indian driving conditions and validate systems earlier in the development cycle.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of C.E. Info Systems Limited
C.E. Info Systems Limited belongs to the Technology › Software – Infrastructure sector. Here’s a quick read on where the business and the stock stand today.
C.E. falls 9.9% over three months and has not found a floor yet. The PEG stands at 4.36 — severely stretched. Any earnings miss could trigger a sharp de-rating. Industry-leading margins of 28.0% reflect exceptional pricing power and operational efficiency. RSI stands at 32, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. Revenue grows at 19.0% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of C.E. Info Systems Limited.
-
FSL3 days agoFirstsource Solutions Limited (FSL) Named Horizon 3 Market Leader in HFS Horizons: Customer Experience Services, 2026
-
Basic Materials3 days agoVenus Pipes & Tubes Limited Commences Pipe Spooling Operations Ahead of Schedule
-
AYE2 days agoAye Finance Limited (NSE: AYE) Q2fy27: Highest-ever Quarterly Profit of INR 87 Crore
-
Basic Materials2 days agoInternational Gemological Institute Limited (igil) Q2 FY27: Certification Revenue Up 32%, Ebitda Growth at 39%
-
Healthcare2 days agoZydus Lifesciences Limited (zyduslife) Partners with Prolific Machines to Scale Biologics Manufacturing
-
Healthcare2 days agoNureca Limited (nureca) Q2 FY27: Revenue Up 55%, Records Highest Quarterly Revenue in Last 20 Quarters
-
INFOBEAN3 days agoInfobeans Technologies Limited (infobean) Earns Ecovadis Bronze Medal
-
INFOBEAN2 days agoInfobeans Technologies Limited (infobean) Achieves Select Partner Tier in the Claude Partner Network Services