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Prices as of 8 Oct 2026 close · Not investment advice

ESDS Software Solution Limited

NSE: ESDSIT Enabled ServicesASM stage 1

Share price

₹1,426.90

+5.00% close of 8 Oct 2026

Market cap ₹16,724 CrP/E 139.4

Price-based ratios (P/B, dividend yield, EV/EBITDA) are as of 9 Oct 2026, the close above is 8 Oct 2026.

Business score

How strong the business is, in one number. The parts behind it are in Pro.

68

out of 100 · worked out 8 Oct 2026

Your ratios

The numbers you want to see first. Tap Edit to change them.

Market cap

₹16,724 Cr

P/E ratio

139.4

P/B ratio

—

ROCE

30.2%

ROE

24.9%

Dividend yield

0.0%

Price & valuation chart

How the share price and its valuation have moved. Hover over the chart to see any day. Prices as of the last close.

Prices as of 8 Oct 2026 close52-week high ₹1,853.1552-week low ₹908.40

Answers

Simple answers to the questions investors ask most, from the company's own numbers.

How fast it has been growing

Fewer than three years of filings — too early to judge growth.

Whether it grew faster than its sector

It grew 22.9% a year against a sector median of 14.5% — 8.4 percentage points faster.

Room to re-rate, or risk of de-rating

Too little price history yet to compare it with its own past.

Whether growth justifies the valuation

Priced at 1.3 times its growth rate, on earnings growth of 106%.

Profit growthPrice per ₹1 profitPer 1% growth
ESDS Software Solution Limited — this one106%/yr139.4×—
L&T Technology Services Limited6%/yr24.8×₹4.1
Inventurus Knowledge Solutions Limited30%/yr39.0×₹1.3
Tata Technologies Limited-1%/yr43.1×—
Netweb Technologies India Limited64%/yr99.7×₹1.6
SAGILITY LIMITED86%/yr19.7×₹0.23

Compared with companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

How it compares with its peers

Against companies the exchange files under the same label (IT Enabled Services), it ranks 8 of 58 on returns, 14 of 54 on growth, 2 of 58 on margin. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

What makes it hard to beat — and is that still true?

A wide advantage: it earns 30.2% on capital, ahead of 86% of companies filed under the same label. That grouping comes from the exchange's filing category, so some of them may not be real rivals.

Whether its growth pays for itself

Yes — Over the last five years it made ₹1659 crore of cash from the business, spent ₹358 crore on plant and equipment, and returned ₹54 crore to lenders and shareholders. And the profit is real: of every 100 rupees it reported over 6 years, about 999 arrived as cash — well above the profit, more than depreciation and interest account for, so do not count on it repeating. Its cash comes back faster than it used to: it went from being paid 61 days before it paid its own suppliers to paid 806 days before it paid its own suppliers.

Profit reality check

Is the profit real cash? Simple checks on the accounts. Facts only, not advice.

6 of 8 checks clear · 75%

Latest result · Q1 FY27

What the last results showed. Whether management kept its word is in Pro.

Announced 24 Sep 2026 · Consolidated · Unaudited

Revenue

₹134 Cr

Net profit

₹29 Cr

Net margin

21.9%

EPS

₹2.92

Earnings call transcript · 25 Sep 2026

Checklist before you investPRO

Points for and against, in one list.

Key numbers & peers

The main numbers grouped by topic, and how the company compares with similar ones.

Price

Market cap
₹16,724 Cr
Prev close
₹1,426.90
52w High
₹1,859
52w Low
₹756
Enterprise value
—
Beta
—
Price CAGR 1y
—
Price CAGR 3y
—
Price CAGR 5y
—
Price CAGR 10y
—

Ratios

Return on assets
6.2%
PEG ratio
1.3
P/E ratio
139.4
P/B ratio
—
EV / EBITDA
—
Industry P/E
26.3
ROCE
30.2%
ROCE 5y average
13.6%
ROE
24.9%
Debt / Equity
0.2
Interest coverage
14.9
Dividend yield
0.0%
ROE 3y average
18.0%
ROE last year
25.0%

Annual P&L

Annual revenue
₹472 Cr
Annual profit
₹121 Cr
Operating margin
50.0%
Net profit margin
25.6%
EBITDA margin
49.6%
Sales growth 3y
31.4%
Sales growth 5y
22.4%
Profit growth 3y
106.0%
Profit growth 5y
84.0%
EPS
₹12.0
Sales growth TTM
31.0%
Profit growth TTM
115.0%
Dividend payout
0.0%

Quarter P&L

Sales latest quarter
₹134 Cr
Profit latest quarter
₹29 Cr
YoY quarterly sales growth
7.2%
YoY quarterly profit growth
11.5%
OPM latest quarter
42.0%

Balance Sheet

Book Value
—
Face Value
₹1.0
Total debt
₹96 Cr
Total cash
₹1,253 Cr
Borrowings
₹96 Cr
Reserves / Equity
53.4

Cash Flow

Operating cash flow
₹1,368 Cr
Free cash flow
₹1,243 Cr
FCF yield
7.4%
Net cash flow
₹1,193 Cr

Shareholding

Promoter holding
39.5%
FII holding
1.0%
DII holding
8.5%
Public holding
49.9%

Peer comparison

CompanyPrice ₹P/EMkt cap ₹ CrDiv yield %Profit qtr ₹ CrProfit var %Sales qtr ₹ CrSales var %ROCE %
L&T Technology3,176.6025.133,6991.83357.117.42,940.111.526.7
Inventurus Knowl1,751.1039.430,0600.00193.727.9893.620.731.5
Tata Technolog.694.6543.328,2061.20180.86.21,664.633.820.9
Netweb Technol.4,715.10107.528,0300.0685.3179.9819.7172.137.5
Sagility43.3519.820,2940.35216.853.01,963.527.613.4
Affle 3i1,401.4041.319,7480.00128.421.7747.220.416.8
ESDS Software1,426.90135.516,7250.0029.314.0133.77.330.2
Median221.6325.27480.008.219.7108.821.018.2

Competes with: ACS Technologies Limited, Adroit Infotech Limited, Affle 3i Limited, Airan Limited, Allied Digital Services Limited, Amagi Media Labs Limited, ArMee Infotech Limited, Aurum PropTech Limited, BLS E-Services Limited, Bartronics India Limited, Black Box Limited, Brightcom Group Limited, Cigniti Technologies Limited, Cressanda Railway Solutions Limited, Cyient Limited, DCM Limited, Datamatics Global Services Limited, Dev Information Technology Limited, DiGiSPICE Technologies Limited, Digitide Solutions Limited, Dynacons Systems & Solutions Limited, E2E Networks Limited, Excelsoft Technologies Limited, Expleo Solutions Limited, FCS Software Solutions Limited, GSS Infotech Limited, Genesys International Corporation Limited, HandsOn Global Management (HGM) Limited, IZMO Limited, Inspirisys Solutions Limited, Intense Technologies Limited, Inventurus Knowledge Solutions Limited, Ivalue Infosolutions Limited, Kellton Tech Solutions Limited, L&T Technology Services Limited, Lee & Nee Softwares Exports Limited, Netweb Technologies India Limited, Odigma Consultancy Solutions Limited, Onward Technologies Limited, Orient Technologies Limited, Palred Technologies Limited, Panache Digilife Limited, Priority Jewels Limited, Protean eGov Technologies Limited, R Systems International Limited, SAGILITY LIMITED, SECUREKLOUD TECHNOLOGIES LIMITED, SGL Resources Limited, Sasken Technologies Limited, Sigma Solve Limited, Tata Technologies Limited, Tera Software Limited, VEDAVAAG Systems Limited, VL E-Governance & IT Solutions Limited, Vakrangee Limited, Xtranet Technologies Limited, Zaggle Prepaid Ocean Services Limited, eMudhra Limited

Quarterly results

Sales and profit for each of the last 13 quarters. Newest on the right. ₹ crore.

Consolidated · to 30 Jun 2026
Line itemJun 2025Mar 2026Jun 2026
Sales125168134
Expenses726578
Material Cost0
Change in Inventories0
Purchases of Stock-in-Trade0
Employee Cost25
Other Expenses53
Operating Profit5210356
OPM %426142
Other Income132
Exceptional items (within Other Income)0
Interest433
Depreciation151718
Profit before tax358536
Tax %262120
Net Profit266829
EPS in Rs2.566.712.92
Diluted EPS in Rs2.85

Profit & loss

Yearly sales, costs and profit for 12 years, plus the last 12 months (TTM). ₹ crore.

Consolidated · to 31 Mar 2026
Line itemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales172195208287361472
Expenses110140160186206238
Operating Profit625547101155234
OPM %362823354350
Other Income23-06158
Interest181826322512
Depreciation374349536263
Profit before tax9-2-282283167
Tax %3724-19393328
Net Profit5-3-221456121
EPS in Rs11-0.30-2.421.355.5412
Dividend Payout %000000

Compounded growth

Average yearly growth over different spans, as stored. A span can cross a demerger or an acquisition.

Compounded sales growth

10 years
—
5 years
22%
3 years
31%
TTM
31%

Compounded profit growth

10 years
—
5 years
84%
3 years
106%
TTM
115%

Return on equity

10 years
—
5 years
12%
3 years
18%
Last year
25%

Balance sheet

What the company owns and what it owes, at the end of each year. ₹ crore.

Consolidated
Line itemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital59991010
Reserves181197201217408534
Borrowings11621517925912796
Other Liabilities158102111631121,298
Total Liabilities4605235015486561,938
Fixed Assets211306208322353388
CWIP500004
Investments000045
Other Assets2442172932252991,541
Total Assets4605235015486561,938

Cash flows

Real money coming in and going out each year — from the business, from investments and from loans. ₹ crore.

Consolidated
Line itemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity491655571631,368
Cash from Investing Activity-57-69-54-1-112-130
Cash from Financing Activity2274-19-717-45
Net Cash Flow1421-18-15581,193
Free Cash Flow-7-441934491,243

Ratios

How fast customers pay, how long stock sits, and how well capital earns — year by year.

Consolidated
Line itemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days99183100154145128
Cash Conversion Cycle99183100154145128
Working Capital Days-117-615010884-806
ROCE %41122130

Shareholding pattern

Who owns the company — founders (promoters), foreign funds, Indian funds and the public. In %.

Consolidated · to 30 Sep 2026
Line itemSep 2026
Promoters39
FIIs1.01
DIIs8.50
Public50
Others1.10
No. of Shareholders1,80,892

Price trend

The price as a Renko brick chart: small moves drop out so the bigger path stands out.

Change over 1 year +57.1% (₹908.40 → ₹1,426.90)Brick size ₹106.38 (fixed)Bricks 11
₹1,000₹1,250₹1,750₹1,4277 Sep11 Sep
Price moved up one brickPrice moved down one brickLast close ₹1,426.90 on 8 Oct 2026

Every brick is the same size, about one typical day's move. A new brick needs a full brick's move; turning the other way needs two. Bricks show where the price went, not where it will go.

Open interestPRO

Where option traders are positioned on this stock.

Industry numbers

The numbers that matter most in this industry, from the company's own filings.

the company's own unlisted debt securities in default at period end

0.00cr

2026-06-30

a new listing's EV withheld until its first post-issue balance sheet; value = fresh issue (0 = unknown), period = the issue cut-off

720inr_cr

2026-09-02

the company's own loans / revolving facilities in default at period end (standalone filing)

0.00cr

2026-06-30

order book, Rs crore

3,000inr_cr

2026-06-30

a new listing's P/B and Book Value withheld until its first post-issue balance sheet; value = fresh issue (0 = unknown), period = the issue cut-off

720inr_cr

2026-09-02

News

News and filings about ESDS Software Solution Limited. Open one to see why it matters.

Supply chain

Who it buys from, sells to and competes with — as recorded in our map of company links.

Competes with

Sells to

  • Embassy Group · cloud and enterprise community cloud services
  • Enterprises · cloud service offerings, managed data centre and cloud hosting services
  • Government organisations · cloud service offerings, managed data centre and cloud hosting services
  • Mudra Yojana · Government Community Cloud hosting
  • SIDBI Bank · cloud computing and data centre services
  • Software Technology Parks of India (STPI) · cloud computing and data centre services
  • State Bank of India Capital · cloud computing and data centre services
  • Unibic · cloud and enterprise community cloud services
  • Union Bank of India · cloud computing and data centre services
  • Vadilal Enterprises Limited · cloud and enterprise community cloud services

About

What the company is, from our own records: where it sits, where it makes things, and what it is made of.

Sector
Information Technology
Industry
IT Enabled Services
Classification
Information Technology › IT Enabled Services
ISIN
INE0DRI01029

News impact

Big market events that reach ESDS Software Solution Limited, and how the effect spreads.

Who it hits first

  • ESDS Software Solution (cloud hosting) reported Q1 FY27 net profit of Rs 29.3 crore, down 57% from the prior quarter, and its shares hit the 5% lower circuit at Rs 1,758.
  • Holders who bought after the multibagger IPO run face sharp losses as analysts advise fresh investors to avoid chasing and allotted investors to book partial profits.

Who may gain

  • No clear near-term beneficiary — this is a company-specific profit miss at ESDS, not a demand shift toward rivals.

Along the supply chain

Downstream

No direct downstream link — ESDS cloud customers face no stated price or outage change, so their costs and buying plans stay put.

Upstream

No direct upstream link — ESDS named no hardware or software supplier impact, and server or chip vendors face no stated order change from this profit miss.

Where demand moves

Business

Business demand does not move: ESDS cloud customers have no stated reason to switch, and no rival names an order gain, so this stays a profit-margin story, not a demand shift.

Capital

Capital flows out of ESDS as momentum holders sell into the lower circuit, with some money pausing on richly priced small IT names such as Netweb Technologies and E2E Networks until the next updates.

How it spreads across sectors

Information Technology

Small high-multiple IT stocks wobble on sympathy selling as ESDS resets growth hopes, while large IT services names see no order impact.

When it plays out

Immediate

ESDS stays weak and choppy near circuit limits as holders exit; close cloud peer E2E Networks and infra name Netweb Technologies trade soft on sympathy.

Medium term

ESDS must rebuild profit growth to defend its premium; rivals move on their own orders, with any lasting share shift to E2E Networks only if ESDS delivery slips.

Short term

Direction follows ESDS management commentary and peer updates: steady guidance calms the group, while weak follow-through extends derating of rich small IT names.

Who it hits first

  • Indian tier-1 IT (Infosys, TCS, HCLTech, Wipro) opens higher Tuesday on 6% ADR gains made while India slept.
  • Chip-exposed names (MosChip, Netweb) face sentiment pressure from the global semiconductor selloff.
  • Data-center and cloud plays (ESDS, E2E) sit in the middle: AI fear hurts, digitization demand helps.

Who may gain

  • Infosys, TCS, HCLTech, Wipro: direct ADR-led buying plus defensive rotation as foreign investors re-enter.
  • Rupee-hedge appeal adds a second tailwind if global fear softens the rupee.

Along the supply chain

Downstream

No direct supply link — software services sell hours and outcomes, not chips; AI tools may even lift their margins.

Upstream

Chip designers and server assemblers see order-pause risk if AI capex slows a quarter.

Where demand moves

Business

US enterprise software budgets hold (services win); AI hardware and chip orders face pause risk (semiconductor chain loses).

Capital

Money exits global AI-hardware trades and rotates into Indian IT services on relative safety and cheaper multiples.

How it spreads across sectors

Consumer Durables

EMS and appliance names barely touched; only chip-adjacent durables wobble.

Information Technology

Tier-1 rallies on ADRs; small SaaS/cloud mixed on AI-fear overhang.

A pattern seen before

Cascade chain

  • AI-slowdown calls
  • Chip stocks -10%
  • Server/AI-hardware order risk
  • IT services diverge +6% on ADRs

Pattern name

Semiconductor Cascade

Sectors queried

  • Information Technology
  • Consumer Durables

When it plays out

Immediate

Tuesday gap-up for large IT (2-4%); chip-exposed small-caps volatile both ways.

Medium term

If AI spending merely pauses, chip and server names rebound; if cut, services pricing power weakens too.

Short term

US enterprise guidance (Accenture, Cognizant) decides whether services rally extends or AI fear spreads to budgets.

Who it hits first

  • Staffing-heavy outsourcers face higher onsite costs and compliance burden
  • Majors (TCS, Infosys) see headline risk and FII selling, but localized workforces limit real damage
  • Domestic/product IT names (cloud, SaaS, servers) are unaffected

Who may gain

  • US staffing and localization plays; domestic GCCs (global capability centers) gain talent
  • Indian product/SaaS firms hiring returning engineers

Along the supply chain

Downstream

US clients pay slightly more for compliant delivery or accept more offshore mix.

Upstream

No goods chain — the 'supply' is skilled engineers, whose US mobility narrows; offshore benches deepen instead.

Where demand moves

Business

US clients shift marginal work offshore or to local hires, trimming onsite billing; domestic GCC hiring absorbs returning engineers over 2-4 quarters.

Capital

FII trims IT majors on visa headlines; domestic funds buy the dip as earnings impact proves small — the post-2017 pattern.

How it spreads across sectors

Information Technology

mildly negative on costs and sentiment; structural offshoring trend intact

When it plays out

Immediate

IT stocks dip 1-2% on headlines; FII selling concentrated in majors

Medium term

Localization deepens; 60-day-grace rule (if finalized) is the bigger structural risk

Short term

Q2 management commentary quantifies cost impact (likely <50 bps margins)

Dividends, splits & big trades

Money paid out, share splits and buybacks, and big buys or sells by funds and insiders.

Bulk & block deals

DateWhoBought / soldSharesPrice
10 Sep 2026MAITHAN ALLOYS LIMITEDBUY6,34,148₹1,482.04
4 Sep 2026ANCHORAGE CAPITAL SCHEME ISELL10,03,591₹757.44

Documents

Annual reports, results presentations and earnings calls, straight from the source.

Facts from company filings and exchange data. Not investment advice: nothing here tells you to buy or sell.