Top Tweets for #ESDSSoftwareSolution
#ESDSSoftwareSolution Ltd IPO Basis of Allotment Out ...Check your Status
https://t.co/vgQblaKc6T
IPO Price - ₹429.00
IPO Size - ₹720.00 Crores
IPO Lot Size -34 Shares
Subscribed -142.88 Times
Date of Listing - 4th September
#BSE #SME #IPO #StockInNews #StockInFocus #StockToWatch
⏱️ ESDS SOFTWARE SOLUTION
⏳ Allotment expected tonight 🔜
ESDS SOFTWARE SOLUTION IPO Allotment Chances
👤 Retail : 1 in 34
💼 SHNI : 1 in 161
🏦 BHNI : 1 in 43
Allotment Link : https://t.co/ThHZyrxX3V
#ESDSSOFTWARESOLUTION #IPO
😍 ALLOTMENT TODAY 😍
ESDS Software Solution #IPO
Allotment status Will be available on this link in a few hours. Keep checking!
https://t.co/Cc4oV4LxGf
Allotment Date: 02 Sep 2026
#ESDSSoftwareSolution
#PriorityJewels & #ESDSSoftwareSolution IPO allotment to be out today.
Here's the link to check the allotment👇🏻
https://t.co/7IMpHA7cd3
Repost & Bookmark for further uses.
#ipoalert
#ipo
#allotment
#ipoallotment
#mufg
#linkintime
#listing
#esds
#esdsipo
🔹ESDS SOFTWARE SOLUTION & PRIORITY JEWELS
⏳ Allotment expected tonight 🔜
#ESDSSOFTWARESOLUTION
👤 Retail: 1 in 34
💼 SHNI: 1 in 161
🏦 BHNI: 1 in 43
#PRIORITYJEWELS
👤 Retail: 1 in 95
💼 SHNI: 1 in 189
🏦 BHNI: 1 in 31
ESDS Software Solution IPO: पहले दिन ही 210 फीसदी सब्सक्राइब, NII और रिटेल निवेशकों ने जमकर लगाई बोली
#ESDSSoftwareSolution #IPOAlert #IPOUpdate
https://t.co/DfWVH2otP7
*#ESDS software solution IPO*
*#GMP* is 85%
*Issue price* 👉🏼₹408-₹429
#Lot size 👉🏼 34 shares
#IPO size is 720cr
*Opening date* 28 August
*closing date* 1 September
*Allotment date*👉🏼 2 September
*Minimum #investment* is ₹14,586
#ESDSsoftwaresolution #IPO
#ESDSSoftwareSolution IPO fully subscribed within few hours of opening; should you apply?
@senmeghna
https://t.co/rMKgaqPBWq
🚨 TODAY’S IPO ACTION PLAN | 28 AUG
⏰ CLOSING TODAY
🔥 #SumaxEngineering — SME IPO
⚠️ #AnnuProjects — Mainboard | Day-3 demand ~0.88×
🆕 OPENING TODAY
💻 #ESDSSoftwareSolution — ₹720 Cr Mainboard IPO
💎 #PriorityJewels — ₹91.5 Cr Mainboard IPO
👀 ALSO OPEN
⚡ #LuminoIndustries
🔍 #KwickForensicSolutions — SME | Day-1 ~6.98×
And 5 IPO allotments are also expected today! 🔥
🎥 Detailed IPO reviews, GMP updates, risks & Apply/Avoid views:
https://t.co/LdZkgpDiE8
Which IPO are you applying for today? 👇
#SumaxIPO #AnnuProjectsIPO #ESDSIPO #PriorityJewelsIPO #LuminoIPO #KwickForensicIPO #IPOIndia #IPOBeyondGMP
🧠 Apex Snapshot – #ESDSSoftwareSolution | Part 2
The first ESDS thesis was simple:
India’s AI + Data Centre + GPUaaS cycle.
But after digging deeper, the real opportunity may be much bigger.
The key isn’t that ESDS has access to 8,208 NVIDIA B300 GPUs.
The key is how ESDS plans to monetise them.
🚀 What the Market May Be Missing
SharonAI provides the AI compute factory.
ESDS is trying to provide the Enterprise AI Operating Layer on top.
The customer doesn’t just get GPUs.
Through the SWARAJ/Bodhi ecosystem, ESDS aims to offer:
→ GPU orchestration
→ Kubernetes & cloud
→ MLOps / LLMOps
→ AI workload deployment
→ Model lifecycle management
→ AI governance & observability
→ Security & compliance
→ Cost attribution
→ Managed services
SharonAI → Compute Factory
ESDS → Enterprise AI Control Plane
That’s a much more valuable position than simply reselling GPU-hours.
🔍 Why Not Go Directly to SharonAI?
Because an enterprise doesn’t ultimately want “500 GPUs”.
It wants:
AI infrastructure + proprietary data + security + governance + compliance + operations + support.
ESDS can potentially manage the customer’s wider IT environment:
Cloud → Data Centres → Databases → Storage → Networking → Cybersecurity → Managed Services → AI Compute.
This creates a potentially powerful enterprise distribution and cross-selling advantage.
⚙️ The Hidden Moat: GPU Orchestration
An 8,000-GPU cluster is valuable only if utilisation is high.
Bodhi is designed to orchestrate workloads, monitor capacity, allocate GPU-hours, manage multi-tenant environments and improve infrastructure efficiency.
The company claims meaningful reductions in idle GPU capacity, although these claims still need independent validation.
But the economics are obvious:
Better utilisation = more billable compute without buying more GPUs.
The GPU is the hardware.
The orchestration layer could become the moat.
💰 The SharonAI Economics
Potentially:
• ~$1.25bn infrastructure commitment
• ~$1.95bn end-customer revenue potential over 5 years
• 8,208 NVIDIA B300 GPUs
• Revenue expected to begin in Q3 FY27
The thesis is NOT that the difference automatically becomes profit.
The real question is whether ESDS can convert:
Customer demand → capacity → utilisation → revenue → cash
If this back-to-back model works, ESDS could potentially scale AI revenue with significantly lower capital intensity and equity dilution than a company funding the entire GPU fleet itself.
📈 Three Growth Engines
Engine 1: Existing Cloud + Data Centre + Managed Services + SaaS + Cybersecurity business.
Already scaled strongly from FY24 to FY26.
Engine 2: SharonAI international AI infrastructure opportunity.
The transformational engine. Q3 FY27 is the first major proof point.
Engine 3: ~16,000 additional GPUs under discussion.
Apex assigns ZERO value today because they are not contracted.
But if the first deployment works, the optionality is substantial.
🆚 ESDS vs E2E
E2E is the cleaner pure-play AI infrastructure story.
ESDS could potentially become the broader enterprise AI infrastructure platform.
E2E → Own/deploy AI compute infrastructure and monetise utilisation.
ESDS → Cloud + Data Centres + Software + Security + Managed Services + GPU Orchestration + AI Compute.
E2E currently has more AI execution proof.
ESDS may have the larger Recognition Gap.
💎 Updated Valuation Framework
IPO valuation: ~₹5,000 Cr market cap.
FY26 PAT: ~₹121 Cr.
Headline P/E: ~42x.
But FY26 may not represent the future earnings base.
My scenario analysis — NOT company guidance:
FY27 potential:
Revenue ₹1,800–2,000 Cr
PAT ₹300–350 Cr
FY28 potential:
Revenue ₹3,500–4,000 Cr
PAT ₹600–750 Cr
If the bull-case execution materialises, today’s valuation looks completely different.
But projections don’t create returns.
Execution does.
Unheard Story of @ESDSDataCenter. Check the Interaction with Piyush Somani.
https://t.co/TWsQkbg8QX
#cloudcomputing #planify #esdssoftwaresolution #ESDS4U #data #cybersecurity
The Guide to Choose SOC: In-House SOC vs. SOC-as-a-Service
#ESDSSoftwareSolution #SecurityOperationsCenter #SOC-as-a-Service #CyberSecurity #Opinion
https://t.co/RfiFdxBBvz
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