ESDS Software (Q2 FY27): Strong growth, but one number deserves attention.
The company reported:
• Revenue: ₹138.34 Cr (+48% YoY, +3.5% QoQ)
• EBITDA: ₹57.76 Cr (+18.3% YoY)
• PAT: ₹31.09 Cr (+40.7% YoY)
• EBITDA Margin: 41.8%
H1 FY27:
• Revenue growth: 25%
• EBITDA growth: 12.3%
• PAT growth: 26.3%
What caught my attention?
Revenue is growing much faster than EBITDA. That's something investors should monitor closely.
On the positive side:
• 86.7% revenue from existing customers.
• SWARAJ Cloud launched with 52+ integrated services.
• New AI and cybersecurity products added.
• Credit rating upgraded to CRISIL A-/Positive and IND A/Stable.
My takeaway: ESDS is positioning itself for the AI infrastructure and sovereign cloud opportunity. The growth numbers are encouraging, but the real test will be converting these investments into sustainable earnings while protecting margins.
The next few quarters will be important.
Elon, you've officially run out of arguments. Now every Indian who disagrees with you is "Ambani's shill."
Nobody said Starlink is too strong. Nobody's scared of your competition. India's problem is you. A Pentagon contractor building Trump's Golden Dome wants to run internet over Indian soil, and he throws a tantrum every time someone asks who holds the off switch.
Ambani's de facto monopoly?
You SIGNED A DEAL with that monopoly in March 2025 to sell Starlink in India. You didn't have a problem with Ambani when he was your reseller.
You only discovered his monopoly when Jio announced its own satellites.
And let's talk about hypocrisy.
Tesla's biggest factory is in Shanghai. Starlink is banned in China. Have you ever called Xi Jinping a monopolist?
Called Chinese critics shills? Written a sarcastic letter to Prime Minister Xi?
No.
Because Beijing would shut your factory by Monday. India can't, so India gets the insults.
now the math your own fans keep posting starlink could add 100–200 million Indian homes. Starlink is approved for 600 Gbps over India. Split across 100 million homes, that's 6 kilobits per second each. Your revolution is slower than a 1998 dial-up modem. 🤡
If it's too expensive, no one will buy it.
Your own India website showed ₹8,600 a month. A Jio plan costs ₹349. Indians already ran the numbers.
Five days of meltdown. Crime against India. Prime Minister Ambani. collages. And now shills.
The richest man on earth, crying on his own app because a sovereign country wants a security check.
Sit down, elon. Finish the paperwork. India isn't a tesla shareholder you can bully on X.
Mr. Musk, yes, no billionaire should dictate a nation’s policy - Indian or American.
India must welcome competition in satellite internet, from Indian and global providers, whoever offers the most practical and affordable last-mile solution for those in remote regions. In countries with lower per-capita incomes, satellite internet must be affordable too. High subscription fees and equipment costs risk putting it beyond the reach of ordinary households. Connectivity must bridge the digital divide, not create a new one.
India knows our networks and spectrum are strategic infrastructure, not merely commercial assets. India’s national security safeguards are non-negotiable.
Every country makes choices based on its own interests. Those in the West cannot preach free markets while practicing protectionism at home. USA imposed 100% tariffs on Chinese EVs to protect its domestic industry, just as India takes measures to protect its own domestic manufacturers. Both India and the US have restricted Huawei over security concerns. One cannot demand a level playing field from others only when it suits its own agenda.
Indians will internally debate, question and address our strengths and shortcomings as a democratic country.
Take BharatNet, India’s programme to bring broadband to village-level local bodies. We will question why, as the CAG’s 2026 audit report found, the programme is struggling to meet its original objectives. Why were only 33.2% of service-ready Gram Panchayats operational, despite ₹39,888 crore being spent? At the same time, we know to appreciate our telecom sector and regulations, which has made internet data among the world’s most affordable, bringing millions online.
India is a democracy, not a colony. We welcome the world, but we, the Indian people, will decide our own future - not Western vested interests, their double standards or any billionaire - Indian or American.
Bro Tip-
Expiry के दिन Mainly 3 चीज़ें होती हैं-
✅ मार्केट पूरे दिन Trending होता है गिर रहा हैं तो गिरेगा बढ़ रहा है तो बढ़ेगा.
✅ मार्केट कई बार किसी अच्छे स्पोर्ट से पूरा रिकवर कर जाता हैं और बहुत फ़ास्ट.
✅ शुरुआत में मोमेंट देखकर फिर पूरे दिन रेंज में रहकर प्रीमियम मेल्ट करता है.
Jai Kedar..Kripa Apaar 🖤🐴
#investing #trading
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