Aurionpro Solutions (AURIONPRO) Q2 25/26 earnings summary

Executive summary

• Revenue grew 29% year-over-year in H1 FY26 to INR 694 Cr, with industry-leading EBITDA and PAT margins, and a global presence in 30+ countries serving 350+ clients.

• Added 19 new clients in Q2, totaling 35 for H1, marking the highest new logo addition in company history.

• Major wins in banking/fintech, including Yuko Bank and a digital banking deal in Africa, and technology innovation such as the Mumbai Metro project, reinforced leadership in core markets.

• Strategic pivot to a global products and platforms company, with over INR 1,000 crore invested in R&D and acquisitions, including InfraRisk and Finexis.

• AI is central to all product development, with dedicated labs in Mumbai, Paris, and London driving innovation.

Financial highlights

• H1 FY26 revenue grew 29% year-over-year to INR 694 Cr; Q2 FY26 revenue was INR 358 Cr, up 6% sequentially and 29% year-over-year.

• EBITDA for H1 FY26 was INR 140 Cr (20.18% margin), up 25% year-over-year; PAT was INR 106 Cr (15.33% margin), up 18% year-over-year.

• EPS (Basic) for H1 FY26 was Rs. 19.67, compared to Rs. 16.54 in H1 FY25.

• Cash flow for H1 was negative, consistent with historical mid-year trends, but strong collections are expected in H2.

• Receivables are high at mid-year, but DSOs improved to about 100 days from 110 days year-over-year.

Outlook and guidance

• Expectation of continued strong growth, targeting 30% annual growth, with robust visibility for the next four quarters.

• Order book for the lending suite exceeds INR 1,500 Cr, with 80%+ executable over the next five to six quarters.

• Continued expansion in MEA and Australia, with new digital banking and lending suite deals supporting global growth ambitions.

• Vision 2030 strategy remains on track, with a qualitative and quantitative growth roadmap.