Dc Infotech and Communication Ltd — Q4 FY26 earnings call
Summary generated by AI from the official transcript Dc Infotech and Communication Ltd filed with BSE on 08 Jun 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
DC Infotech reported FY26 revenue of Rs. 736.97 crores, up 32.6% year-on-year, and PAT of Rs. 21.21 crores, up 46.3% year-on-year. Management described three business pillars—networking, unified communication and collaboration, and cybersecurity—and outlined plans to expand into AI infrastructure, cloud transformation and managed services. Management also discussed vendor relationships including Samsung, NETSCOUT/Arbor and Sangfor, and noted a CRISIL rating upgrade during the year.
Numbers mentioned
Revenue: Rs. 736.97 crores (FY26)
p. 3
“Revenue for FY26 stood at Rs. 736.97 crores, representing a growth of 32.6% year-on-year.”
Chetankumar Timbadia, page 3 of the filed PDF · View the filing
PAT: Rs. 21.21 crores (FY26)
p. 3
“Our PAT stood at Rs. 21.21 crores, growing 46.3% year-on-year.”
Chetankumar Timbadia, page 3 of the filed PDF · View the filing
Networking revenue share: approximately 30% (FY26)
p. 2
“Mainly networking, which contributes approximately 30% of our revenue, unified communication and collaboration tools, which is another 36%, and cyber security solutions, ”
Chetankumar Timbadia, page 2 of the filed PDF · View the filing
Cybersecurity revenue share: 27% (FY26)
p. 3
“which is 27% of our revenue.”
Chetankumar Timbadia, page 3 of the filed PDF · View the filing
Samsung revenue exposure: Rs 150-175 crores
p. 7
“Overall, our exposure to Samsung, it should be approximately, not exact figures, but around Rs 150-175 crores.”
Chetankumar Timbadia, page 7 of the filed PDF · View the filing
NETSCOUT/Arbor business share driven by DC Infotech: 60 to 70%
p. 7
“Approximately 60 to 70% business is driven by DC Infotech of whatever they do, including some direct customer like Reliance they have, which is served directly by the OEM itself.”
Chetankumar Timbadia, page 7 of the filed PDF · View the filing
Software and services revenue share: approximately 20%
p. 10
“If you miss seeing our pie, we are approximately 20% comes from software and services.”
Chetankumar Timbadia, page 10 of the filed PDF · View the filing
Channel touchpoints: more than 2,000
p. 4
“Our channel ecosystem has expanded to more than 2,000 touchpoints across India, enabling rapid scaling of new technologies nationwide.”
Chetankumar Timbadia, page 4 of the filed PDF · View the filing
CRISIL long-term credit rating: upgraded from BBB- to BBB with a stable outlook (FY26)
p. 3
“During the Financial Year 2026, CRISIL upgraded our long-term credit rating from BBB- to BBB with a stable outlook.”
Chetankumar Timbadia, page 3 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Revenue target — 1000 crore
stated as an aspiration by Chetankumar Timbadia
p. 6
“So, we are on track to doing it. We are entering bigger and larger project size.”
Chetankumar Timbadia, page 6 of the filed PDF · View the filing
Software and services revenue share — 25% · medium term
stated as an aspiration by Chetankumar Timbadia
p. 10
“Our aspiration is to take from that 20% to 25% in years to come, in a couple of years to come, in the medium term as you asked.”
Chetankumar Timbadia, page 10 of the filed PDF · View the filing
EBITDA margin
stated as an aspiration by Chetankumar Timbadia
p. 9
“Obviously, better than this. We have been improving over the last years and our management effort and endeavor is always; we are able to keep this trajectory on.”
Chetankumar Timbadia, page 9 of the filed PDF · View the filing
AI infrastructure product basket — complete bouquet of solutions · FY27
stated firmly by Chetankumar Timbadia
p. 9
“complete our AI infrastructure basket. That's one priority which would add to our product and technologies which would need by any organization to build their AI infrastructure.”
Chetankumar Timbadia, page 9 of the filed PDF · View the filing
Larger project focus — FY27
stated firmly by Chetankumar Timbadia
p. 9
“Priority number two is getting into larger projects and more solution-driven orders which can help us to obviously with consolidate on the top line and better margins also.”
Chetankumar Timbadia, page 9 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Management said the company aims to provide a full 360-degree solution basket covering networking, cloud, cybersecurity and compute infrastructure for AI adoption.
Answered by Chetankumar Timbadia
Asked by Yash Vishwanath: Where does DC Infotech fit within the AI value chain, and how will enterprise AI spending evolve?
p. 5
“we are trying to cover 360 degrees of what an AI-ready company or AI data center or AI infrastructure may need.”
Chetankumar Timbadia, page 5 of the filed PDF · View the filing
Management noted rising interest in managed security and DDoS protection alongside continued focus on cloud/zero trust security.
Answered by Chetankumar Timbadia
Asked by Yash Vishwanath: What cybersecurity spending trends are enterprises prioritizing?
p. 5
“managed security and DDoS, in the last 6 or 12 months, I have seen a lot of people showing interest.”
Chetankumar Timbadia, page 5 of the filed PDF · View the filing
Management said the GCC region was chosen with a services/integrator approach rather than distribution.
Answered by Chetankumar Timbadia
Asked by Yash Vishwanath: Why was UAE chosen as the first international market and what is the strategy there?
p. 6
“we are trying to be more of a service-oriented approach, more of an integrator and services are the skill set in the consultancy and services which we have here.”
Chetankumar Timbadia, page 6 of the filed PDF · View the filing
Management said the exclusive partnership carries strong service capability and the team could pivot to another brand if needed.
Answered by Chetankumar Timbadia
Asked by Vikrant Sahu: How does the company manage vendor concentration risk related to Samsung?
p. 7
“even if it is there, our team is capable of enough of handling and diversifying to any other brand or technology if demand requires at that time.”
Chetankumar Timbadia, page 7 of the filed PDF · View the filing
Management said engagement has slowed due to regional geopolitical conditions and orders have not yet converted.
Answered by Chetankumar Timbadia
Asked by Vikrant Sahu: What is the progress on the Sangfor partnership in the Middle East?
p. 8
“So, our relationship with Sangfor, we have signed up, but we are not able to get something very notable on table till now.”
Chetankumar Timbadia, page 8 of the filed PDF · View the filing
Management attributed the increase mainly to unrealized forex losses from a book-entry mark-to-market at year end, calling it non-recurring.
Answered by Chetankumar Timbadia
Asked by Nimesh Pandya: What caused the increase in Q4 FY26 bidding expenses, and are they recurring?
p. 11
“So, it is unrealized that forex exchange is one of the major contributors to that.”
Chetankumar Timbadia, page 11 of the filed PDF · View the filing
Management said captive and colocation data centers represent an opportunity as AI adoption drives infrastructure build-out.
Answered by Chetankumar Timbadia
Asked by Nimesh Pandya: What is the potential from India's expanding data center capacity?
p. 11
“the captive ones or the Colo ones are something which DC Infotech type organization can be looking at.”
Chetankumar Timbadia, page 11 of the filed PDF · View the filing
Risks flagged
Slowdown in Middle East business due to geopolitical developments
p. 4
“While business activities experience temporary moderation due to geopolitical developments, engagement levels remain encouraging and our opportunity pipeline continues to strengthen.”
Chetankumar Timbadia, page 4 of the filed PDF · View the filing
Sangfor Middle East deals stalled amid regional instability
p. 8
“Priorities of organization and government out there currently is not buying anything new.”
Chetankumar Timbadia, page 8 of the filed PDF · View the filing
Unrealized forex losses impacting bidding expenses
p. 10
“The big portion is unrealized for its loss with the bills were out open, which was closed, that will not happen.”
Chetankumar Timbadia, page 10 of the filed PDF · View the filing
Unknown future security threats emerging from AI adoption
p. 9
“there will be a lot of security threats which is unknown as of today.”
Chetankumar Timbadia, page 9 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.