Top Tweets for #dssl
Cloud infra and data centers business.
Good business visibility in near future with Indian organisation preferring Dynacon
Close above 1350 looks good ๐
#DSSL
1.Dynacons Systems & Solutions Limited
2.Kesar Terminals & Infrastructure Limited
3.All E Technologies Ltd
4.Shanti Educational Initiatives Ltd
#KESARTM
#DSSL
#ALLETEC
#SEIL
#MODINATURALS
My friend research given this list of future multi baggers.
Bookmark ๐ it ๐.
Disclaimer:
Not a SEBI-registered analyst. Purely for educational purposes, not a buy/sell reco. Please do your own research.
#AI #StockMarketIndia #DataCenter #Investing
#HitachiEnergy
#GVTD
#Schneider
#APARINDS
#KRN
#AEROFLEX
#NETWEB
#E2ENETWORK
#DSSL
#MTARTECH
#INTERARCH
14/ One company that genuinely surprised me during research:
Dynacons Systems. #DSSL
Tiny market cap.
Massive opportunity.
Highlights:
โ โน750 Cr RBI private cloud order
โ Almost debt-free
โ Strong BFSI relationships
โ Exposure to hybrid cloud + DC modernization
#E2e :- 381
#Aurionpro :- 780
#Dssl :- 1265
Now you have readymade stocks list of hottest sector .
Do your research now
#DataCentreStocks #IndianStocks #AIBoom #DataCenterIndia #Investing #NSE #BSE #FinTwit #AIinIndia #StockMarket #TileStockToWatch
Momentum stocks have started correcting. Track these names
#EXICOM
#MTARTECH
#ROSSTECH
#DSSL
#VINDHYATEL
#CEMPRO
#SAKAR
#SHAILY
#UNIVCABLES
#ADANIENSOL
#APOLLO
#KRN
Though MKT close is not good, may slip further still
๐Few Potential upside Candidates ๐10-6 ๐
#ABSLAMC 1110
#CUPID 150 ...TSL applies
#DSSL 1374
#HSCL 693
#MODINSU 382
#PRADPME 497
#WHEELS 1585
Multiple IBs in
#APARINDS 14085
#MANINDS 528
#Shaily 3018
#THANGAMAYL 5444
๐Few Potential upside Candidates ๐9-6 ๐
#BAJAJCON 582
#CUPID 145
#MTARTECH 7458
#GRWRHITECH 6225
#GVT&D 4931
#SANSERA 2961
#SHADOWFAX 216
#SGFIN 602
#TIMEX 460
Disc: No Recommendation !! #Trading #StocksInFocus #StockMarket #Swingtrading
#DSSL 3.5% up in pre market opening
#DSSL in upper circuit systum h apna itna gajab 5% ka circuit kardiye
#DSSL
The con call was choppy, and the stock price reflects it.
The Street was looking for margin expansion, but management maintained that 10% margins are sustainable.
And Order book is fixed asset model. So Margins degrowth chances are there and lack of clarity.
Overall concall : Not impressive.
Disc: Views are personal. Do not take this message as buy/sell recomm.
The real desi Data Center Stock #DSSL
Available at 23x TTM PE and strong breakout
Story: Everyone calls Anant Raj and Techno Electric โdata centre plays.โ DSSL is the only one actually putting servers inside data centres.
DSSL just won โน751 Cr from RBI to build their new private cloud at Bhubaneswar. Combined with Decemberโs โน249 Cr app platform order, RBI is now ~20% of forward revenue. The 1,388 Cr microcap quietly became the regulatorโs prime contractor.
DC & Cloud went from 14% โ 37% of revenue in 4 years. EBITDA margin tripled (4% โ 12%). PAT compounded 71% per year.
Credit goes to @itsTarH bhai, who discussed this twice on https://t.co/4vp74YgNTH.
CORPORATE ACTION :
CIRCUIT FILTER CHANGES :
#DSSL 10 TO 5%
#RFBL SM 5TO 20%
STOCKS MOVED INTO BE :
#MOTOGENFIN, #SHIVALIK
BONUS :
#ANANDRATHI EX BONUS 1 : 1
Dynacons Sys & Sol ๐ Q4 & FY26 Concall Summary #DSSL
๐ก MANAGEMENT PROJECTION :
Dynacons anticipates continued growth driven by a robust order book of approximately 3,000 crores, with execution expected over 18-24 months. The company aims to maintain its FY26 EBITDA margin of 10.2%, focusing on a richer solution mix and operating leverage from managed services and digital workplace offerings. Future revenue streams are expected from as-a-service projects, with billables for these ROUs projected for both FY27 and FY28, indicating sustained annuity income.
๐ด Red Alert :
A temporary margin contraction was observed in Q4 FY26, with EBITDA margins dipping to 9% due to short-term cost pressures and supply chain challenges, particularly impacting Al-ready infrastructure components. This led to a sequential decline from 11.9%, despite 18% revenue growth. The company also reported increased net debt to 68 crores, up from 19 crores in the prior year, although the net debt-to-equity ratio remains healthy at 0.2x.
๐ข Green Alert :
For FY26, Dynacons reported revenue of 1,424 crores, a 22% year-over-year increase, with EBITDA growing 41% to 146 crores, improving margins to 10.2% from 8.1% in FY25. Q4 FY26 saw revenue of 402 crores (up 22% YoY) and EBITDA of 36 crores (up 26% YoY). Profit after tax increased by 17% to 85 crores for the full year, demonstrating strong operational performance.
๐ต Blue Alert :
The company is significantly expanding its infrastructure capabilities, with property, plant, and equipment increasing from 9 crores to 158 crores, primarily due to investments in Core Banking as a Service and Device-as-a-Service projects. A strategic partnership with Cyogennix for Al-driven cybersecurity and trusted Al solutions was established, aiming to capitalize on the growing demand for secure Al deployments across India, the Middle East, and APAC.
๐ง Deep Insight :
Dynacons is strategically positioned to benefit from India's burgeoning digital infrastructure spending, estimated to exceed $176 billion by 2026. The company's integrated capabilities in data center, cloud, network, security, and managed services, coupled with marquee wins like the RBI project (approximately 750 crores), provide significant long-term growth visibility. The increasing contribution of higher-value infrastructure and service engagements, particularly in data center and cloud, is driving margin expansion and profitability.
#DSSL
Dynacons Systems & Solutions Ltd | Earnings Call Summary (Extract) - Mar-2026 Qtr | Disc: AI generated, please verify
Management Guidance and Outlook
โ Growth Momentum: While no specific revenue forecast was provided, management is optimistic about maintaining a strong growth trajectory. This confidence is based on a robust order book of nearly โน3000 crore, a healthy bidding pipeline of โน5100 crore, and strong industry tailwinds in data centers, cloud, cybersecurity, and managed services.
โ Strategic Focus: The company will continue to focus on expanding its presence in data center and cloud infrastructure, strengthening its AI-ready and cybersecurity capabilities, and growing its managed services and annuity-led revenue streams. The strategy also includes increasing wallet share with existing customers and acquiring new logos, particularly in the BFSI, government, and enterprise segments.
โ Margin Outlook: The company aims to sustain the improved annual EBITDA margin profile achieved in FY26. The strategy to achieve this involves improving operational efficiencies, increasing the share of high-value solutions and managed services, and expanding recurring revenues. Quarterly margins may fluctuate due to project mix and short-term cost pressures.
โ Market Environment: Management views the broader industry environment as highly favorable, with India's IT spending projected to exceed $176 billion by 2026. Key drivers include cloud adoption, rising data consumption, cybersecurity needs, and AI-led transformation, all of which align with Dynacons' core service offerings.
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