Top Tweets for #PELATRO
#SME #Pelatro
Pelatro Limited Q4 & FY26 Earnings Concall Highlights
👉 FY27 & Future Outlook :
▫️At least 15% annual organic revenue growth committed for the next 5 years (constant currency, volume-driven).
💠Growth levers include rising market penetration (current 10% → targeted 20-25% in 4-5 years, i.e., 100+ telcos) and product penetration (current 1.3 → targeted 2–2.5 products per telco out of 8-product suite).
💠Recurring revenue and managed services (already 31 of 46 telcos) will drive higher revenue per customer and predictability.
💠EBITDA margins to expand further from current 22.8%; management targets ~30% in the next 2–3 years through operating leverage, AI-driven cost optimisation and Estel Division margin improvement.
💠Estel Division (acquired FY26) profitability expected to reach CVM Division levels (24.1% EBITDA margin) in 12–18 months.
💠AI leadership (mViva Revenue Acceleration Platform™ with full Generative AI + Agentic AI, AI Agents, Co-Pilot, Zero Touch Campaigning™) to sustain product differentiation, accelerate growth and improve non-linearity.
💠High revenue visibility – 82% of internal FY27 revenue target already contracted.
👉 Current ORDER BOOK / PROJECTS and future pipeline:
▫️Unexecuted order book stands at ~₹210 Cr (spread across FY27 and beyond).
▫️Estel Division pipeline steadily building (started with almost none at acquisition); 9-month contribution of ₹21.66 Cr already in line with expectations and scaling well.
💠CVM Division (core mViva) continues strong organic momentum (36% YoY revenue growth in FY26 to ₹116.57 Cr).
▫️Two-pronged growth engine:
💠Wider market – add more telcos (46 networks across 35 countries serving 1.5B subscribers today).
💠Deeper penetration – cross-sell more modules, managed services and AI features within existing large customers (e.g., Vodafone Idea – 215M+ subscribers).
💠Addressable market opportunity ~₹12,000 Cr; current revenue share only ~1% while customer penetration is 10% → significant headroom.
👉 Other notable points :
▫️FY26 performance (consolidated):
💠Revenue ₹138.23 Cr ↑61% YoY
💠EBITDA ₹31.48 Cr ↑76% YoY (margin 22.8%, +~190 bps)
💠PAT ₹18.10 Cr ↑52% YoY
💠CVM Division: ₹116.57 Cr revenue, 24.10% EBITDA margin
💠Estel Division: ₹21.66 Cr revenue, 15.64% EBITDA margin (expected to improve materially)
▫️Customer stickiness – zero telco customer losses in 10 years (except bankruptcies); contracts typically 3–5 years with high switching costs (6–12 months data migration for large operators).
💠Competitive moats: 11 patents, deep domain expertise, large-scale operations (1.5B subscribers), strong references and end-to-end AI-native platform.
▫️Balance sheet: Debt-Equity improved to 0.12; steady deleveraging.
💠Board recommended final dividend of Re. 1 per equity share for FY26.
▫️Acquisition of Estel Technologies’ software business has stabilised faster than expected and is now a second core growth vertical (eTopUp, Sales & Distribution, Voucher Management, Mobile Money).
▫️AI impact positioned as clear competitive advantage – both in product features (leading-edge for telcos) and internal software development (LLM tools for quality & cost efficiency).
Pelatro Limited (SME) Q4FY26 Results:-
#Q4Results #Q4FY26 #Stockmarket #Nifty #Pelatro
Revenue 39.10 Cr vs 24.63 Cr
(+58.76% YoY┃+1.87% QoQ)
EBITDA 6.11 Cr vs 4.08 Cr
(+49.60% YoY ┃-25.60% QoQ)
EBITDA Margin 15.63% vs 16.58% YoY & 21.40% QoQ
PBT Ex-Exceptional Items 6.45 Cr vs 3.66 Cr
(+76.12% YoY┃+10.31% QoQ)
PAT 6.11 Cr vs 3.69 Cr
(+65.55% YoY┃+61.15% QoQ)
Other Income 2.99 Cr vs 0.88 Cr YoY & 0.36 Cr QoQ
Last Q3 Exceptional loss of 1.67 Cr
Arihant Bharat Connect Conference March '26:
👉Day 2:
💠Nisus Finance Services
💠Connplex Cinemas
💠Pelatro
#nisus #connplex #pelatro #nisusfinance #connplexcinemas #bharatconnectconference #arihantcapital
Arihant Bharat Connect Conference March '26:
👉Day 1:
💠United Heat Transfer
💠Mach Conferences & Events
💠Eleganz Interiors
💠Repono
💠Vital Chemtech
💠NIS Management
💠DU Digital Global
💠Silicon Rental Solutions
#Uhtl #mcel #machconferencesandevents #dudigital #duglobal #siliconrental #srsoltd #elgnz #repono #vital #eleganzinteriors #nismgmt #bharatconnectconference #arihantcapital
#SME #Pelatro
Pelatro Q3 FY26 Concall Highlights:
👉FY 2026 & Future Outlook :
▫️Revenue: Continued growth from bidding/winning new customers, deeper penetration into existing ones and cross-selling; no explicit figures
💠Organic growth contributes ~60% from existing customers, with the rest from new additions (averaging 5-6 telcos/year)
▫️Margins: Aspiration is 26-30% EBITDA in the next 2-3 years
💠For FY26 close (one quarter left), expect margins similar to 9M (~22-23% EBITDA)
💠No AI-led pricing pressure expected, as it's a revenue-growth play for customers
💠Effective tax rate: 9-10% for full FY26 (low due to Singapore subsidiary carry-forward losses; may rise slightly in FY27 based on entity contributions)
👉Projects and pipeline:
▫️Operates across 46 telecom networks in 35 countries (up from ~13 in 2019), processing data for 1.5B consumers
💠~65-66% of customers (31 out of 46) use managed services, driving 100% repeat revenue
▫️Division (acquired ~6-7 months ago) is fully integrated, adding projects in eTopUp (recharge/voucher management), sales/distribution, and mobile money
💠Recent wins include more services/products from existing customers
💠No specific backlog quantified with reoccurring (change requests) predictable as customers evolve usage
💠~20,000+ campaigns run across customers (from presentation)
▫️Future Pipeline: Strong traction in AI-driven module, with bidding/winning more customers expected to continue (adding 5-6 telcos/year)
💠Includes cross-selling, global expansion (dominant in Asia, Middle East, Africa), and new AI module/platform launch in early March 2026 at MWC (Barcelona) – a branded collection of AI capabilities for real-time data processing in 4G/5G environments
💠Opportunities in fintech adjacency (mobile money)
💠Acquisitions possible if synergistic, but no firm timeline – constant scanning without annual targets
👉 Others :
▫️AI and Competitive Landscape: AI viewed as opportunity (not threat) for revenue growth/enablement; no expected margin squeeze
💠Launching AI platform to enhance customer capabilities
💠Peers (e.g., Tech Mahindra subsidiary) have lower margins (<20%), but Pelatro's asset-light, scalable model differentiates
▫️Acquisitions and Lessons: Always evaluating (focus on telecom synergy, valuation – no costly deals)
💠Last acquisition strengthened portfolio without margin dilution (current ~15-16%, expected to rise)
💠Avoid debt-fueled expensive buys; 6/7 prior acquisitions succeeded by focusing on structure
▫️Revenue Model and Customer Dynamics: 70%+ recurring/reoccurring target; no pricing power claims, but value proof ensures budgets
💠~60% organic growth from existing customers
💠Claimed High entry barriers: Long sales cycles, references needed
▫️Succession: Promoter's sons are shareholders but not active/board members yet; focus on building company first
#Pelatro Limited – Strong #9M FY26 Performance
- Revenue of ₹9,912.75 lakhs, YoY growth of 62.14%
- EBITDA of ₹2,237.91 lakhs, YoY growth of 73.24%
- EBITDA Margin at 22.58%, expansion of 145 Bps
- PAT of ₹1,367.51 lakhs, YoY growth of 66.68%
- PAT Margin at 13.80%, improvement of 38 Bps
Showcasing strong YoY growth across revenue, #profitability, and #margins, backed by operational efficiency and sustained demand for its #telecom analytics solutions.
Pelatro Limited (SME) Q3 FY26 Results:-
#Q3Results #Q3FY26 #Stockmarket #Nifty #pelatro
Revenue 38.38 Cr vs 22.69 Cr
(+69.13% YoY┃+12.73% QoQ)
PBT Ex-Exceptional Items 5.85 Cr vs 2.70 Cr
(+116.78% YoY┃+18.99% QoQ)
PAT 3.79 Cr vs 3.17 Cr
(+19.45% YoY┃-18.48% QoQ)
Other income 0.35 Cr vs 0.56 Cr YoY & 1.64 Cr QoQ
This Q3 Exceptional loss of 1.67 Cr
Hiba Osman, CMO at @Sudani_sd (Sudatel Group), shares her experience of working with Pelatro — scaling across markets, supporting growth, and delivering dependable partnership during transformation.
#CustomerTestimonial #Telecom #CVM #Pelatro
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#PELATRO RESULTS. H1 FY26 SME RESULTS. Rs.350 was at 34p/e. Now 26x 👍 Company has online ad delivery and analytics tool
H1 FY26 Vs.H2 FY25
REV: 63 Cr Vs 48.8Cr 👍
PAT: 8.3 Cr Vs 6Cr 👍
(May Compare with H1FY25 Rev=Rs.40Cr & PAT=Rs.4.94Cr )
TTM Vs FY25
REV: 111.8Cr Vs 88.8Cr 👍
PAT: 14.3Cr Vs 11Cr 👍
#RESULTS H1 FY 2026
Speaker Spotlight: Ms Hiba Osman, CMO at Sudani, joins the #CVMForum2025 in Bahrain!
Explore the future of Customer Value Management with industry leaders.
Nov 27–28 | Hotel Intercontinental, Manama
Register now:https://t.co/T1rF7n89Dy
#Pelatro #CX #MarketingLeadership
Few SMEs like #Pelatro, #Ztech are voluntarily adopting to post quarterly results instead of half yearly.
This is a very welcoming step
@KrijunaResearch @Priyanka_Ptl @SamartN2022 @NarayanNikunj
#SME #SMEGrowth #StockMarket
An SME company #PELATRO has not only declared quarterly numbers but has included both Balance Sheet and Cash Flow Statement. MAY YOUR TRIBE INCREASE MULTIFOLD.
.
https://t.co/g6jfDdLsGc
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