Podcast
Questions and Answers
What is the primary focus for Aurionpro Solutions in Europe for the coming year?
What is the primary focus for Aurionpro Solutions in Europe for the coming year?
Regarding new large transformational deals in the smart cities segment, what approach will be adopted?
Regarding new large transformational deals in the smart cities segment, what approach will be adopted?
What is the anticipated growth percentage from the specified geography for the current year?
What is the anticipated growth percentage from the specified geography for the current year?
By the close of FY26, what is the target revenue share contribution expected from both Europe and the U.S.?
By the close of FY26, what is the target revenue share contribution expected from both Europe and the U.S.?
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In the U.S., how is the business typically structured regarding intellectual property (IP)?
In the U.S., how is the business typically structured regarding intellectual property (IP)?
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Besides hiring more sales staff, what is the status of the channel and partnerships in the U.S.?
Besides hiring more sales staff, what is the status of the channel and partnerships in the U.S.?
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As of the current discussion, which major smart city project is specifically mentioned as pending?
As of the current discussion, which major smart city project is specifically mentioned as pending?
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What is the overall sentiment expressed regarding the company's cash flow?
What is the overall sentiment expressed regarding the company's cash flow?
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According to Ashish Rai, when will the acquisitions reported this quarter be reflected in the company's financials?
According to Ashish Rai, when will the acquisitions reported this quarter be reflected in the company's financials?
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Regarding Aurionpro's full-year guidance, are the recent acquisitions included?
Regarding Aurionpro's full-year guidance, are the recent acquisitions included?
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According to the document, what regulations does it comply with?
According to the document, what regulations does it comply with?
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What strategic change was implemented in TIG (Transit Information Group) to improve its financial performance?
What strategic change was implemented in TIG (Transit Information Group) to improve its financial performance?
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Which specific segment within TIG continued to show strong growth despite the overall strategic slowdown?
Which specific segment within TIG continued to show strong growth despite the overall strategic slowdown?
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Who is the Company Secretary of Aurionpro Solutions Limited as of February 3, 2025, according to the document?
Who is the Company Secretary of Aurionpro Solutions Limited as of February 3, 2025, according to the document?
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What is the expected outlook for Aurionpro's banking business in the U.S., according to the discussion?
What is the expected outlook for Aurionpro's banking business in the U.S., according to the discussion?
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On what date was the earnings conference call held for Q3 & 9M FY25, according to the document?
On what date was the earnings conference call held for Q3 & 9M FY25, according to the document?
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Which of the following locations is the National Stock Exchange of India Ltd. situated, according to the document?
Which of the following locations is the National Stock Exchange of India Ltd. situated, according to the document?
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Why was the smart cities business within TIG slowed down?
Why was the smart cities business within TIG slowed down?
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What aspect of TIG's performance was Sanjay Bali focusing on, alongside Ashish Rai?
What aspect of TIG's performance was Sanjay Bali focusing on, alongside Ashish Rai?
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Who from Adfactors PR served as the moderator for the Aurionpro Solutions Limited Q3 & 9M FY25 Earnings Conference Call?
Who from Adfactors PR served as the moderator for the Aurionpro Solutions Limited Q3 & 9M FY25 Earnings Conference Call?
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What specific information was Vimal Jamnadas Gohil seeking regarding TIG this quarter?
What specific information was Vimal Jamnadas Gohil seeking regarding TIG this quarter?
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What financial period was the focus of the earnings conference call described in the document?
What financial period was the focus of the earnings conference call described in the document?
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If an investor wishes to contact Aurionpro Solutions Limited with inquiries, which email address should they use, according to the document?
If an investor wishes to contact Aurionpro Solutions Limited with inquiries, which email address should they use, according to the document?
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Based on the document, what is Aurionpro Solutions Limited's Corporate Identification Number (CIN)?
Based on the document, what is Aurionpro Solutions Limited's Corporate Identification Number (CIN)?
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What is the primary focus of Aurionpro's strategy for achieving its guided road targets?
What is the primary focus of Aurionpro's strategy for achieving its guided road targets?
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How does Aurionpro plan to enhance its strategic blueprint and delivery capabilities?
How does Aurionpro plan to enhance its strategic blueprint and delivery capabilities?
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Which factor validates Aurionpro's financial strength, as mentioned in the document?
Which factor validates Aurionpro's financial strength, as mentioned in the document?
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What specific innovation was launched by Aurionpro that has global relevance?
What specific innovation was launched by Aurionpro that has global relevance?
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What percentage of its revenues does Aurionpro consistently invest in R&D?
What percentage of its revenues does Aurionpro consistently invest in R&D?
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Why is the expected closure of the Fenixys acquisition important for Aurionpro?
Why is the expected closure of the Fenixys acquisition important for Aurionpro?
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What is Aurionpro's long-term goal as it approaches the close of FY25?
What is Aurionpro's long-term goal as it approaches the close of FY25?
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Besides organic growth, what other strategy does Aurionpro use to accelerate its strategic objectives?
Besides organic growth, what other strategy does Aurionpro use to accelerate its strategic objectives?
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What is the speaker's primary outlook on the potential impact of market changes in the U.S. on their transit payment stack?
What is the speaker's primary outlook on the potential impact of market changes in the U.S. on their transit payment stack?
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In what areas does the company operate within the banking sector, according to the speaker?
In what areas does the company operate within the banking sector, according to the speaker?
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What is the main factor driving the speaker's confidence in the company's U.S. growth prospects for the upcoming year?
What is the main factor driving the speaker's confidence in the company's U.S. growth prospects for the upcoming year?
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What is Raj Mohan's main question concerning the company's goal to be in the top 3 for their products by 2030?
What is Raj Mohan's main question concerning the company's goal to be in the top 3 for their products by 2030?
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According to Raj Mohan, which factors could contribute to an earlier inflection point for the company?
According to Raj Mohan, which factors could contribute to an earlier inflection point for the company?
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What specific geographical area is highlighted as showing promising progress in the transition from closed loop to open loop systems?
What specific geographical area is highlighted as showing promising progress in the transition from closed loop to open loop systems?
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What are some potential reasons for the company's confidence in navigating market impacts?
What are some potential reasons for the company's confidence in navigating market impacts?
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Which technological advancement is specifically mentioned as potentially improving the company's AI capabilities?
Which technological advancement is specifically mentioned as potentially improving the company's AI capabilities?
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A company is managing the growth of its two primary business segments, TIG and Banking. What is the PRIMARY consideration influencing their growth strategy?
A company is managing the growth of its two primary business segments, TIG and Banking. What is the PRIMARY consideration influencing their growth strategy?
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The company adjusts the growth rate of its TIG and Banking segments. Which statement BEST describes their approach?
The company adjusts the growth rate of its TIG and Banking segments. Which statement BEST describes their approach?
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What is the speaker's MAIN point regarding DeepSeek AI's impact on their business and the broader AI landscape?
What is the speaker's MAIN point regarding DeepSeek AI's impact on their business and the broader AI landscape?
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What is the implication of DeepSeek AI turning the 'scaling hypothesis on its head'?
What is the implication of DeepSeek AI turning the 'scaling hypothesis on its head'?
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The company prides itself on running an 'AI explainability lab'. What does 'AI explainability' refer to?
The company prides itself on running an 'AI explainability lab'. What does 'AI explainability' refer to?
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What is the speaker suggesting when they say, 'We may slow down something else, right?' regarding the growth of their business segments?
What is the speaker suggesting when they say, 'We may slow down something else, right?' regarding the growth of their business segments?
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What factor does the speaker identify as a limitation on fulfilling demand?
What factor does the speaker identify as a limitation on fulfilling demand?
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What claim does the speaker make about their AI explainability lab?
What claim does the speaker make about their AI explainability lab?
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Flashcards
Aurionpro Solutions Limited
Aurionpro Solutions Limited
A company involved in IT services and solutions, based in Mumbai, India.
Q3 & 9M FY25
Q3 & 9M FY25
Third quarter and nine months of the fiscal year 2025, a reporting period for financial performance.
Earnings Call
Earnings Call
A conference call where a company discusses its financial results and future guidance with analysts and investors.
SEBI Regulations
SEBI Regulations
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Moderator
Moderator
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Management Team
Management Team
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Script Code
Script Code
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Investor Relations
Investor Relations
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Transit payment stack
Transit payment stack
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Closed loop to open loop transition
Closed loop to open loop transition
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Impact prediction in U.S.
Impact prediction in U.S.
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Growth rate forecast
Growth rate forecast
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AI opportunity
AI opportunity
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Inflection point
Inflection point
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Medium term strategy
Medium term strategy
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Developed zones
Developed zones
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Acquisitions
Acquisitions
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Organic terms
Organic terms
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Guidance
Guidance
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Incremental cash flows
Incremental cash flows
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Banking progress in U.S.
Banking progress in U.S.
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TIG
TIG
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Transit segment
Transit segment
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Smart cities business
Smart cities business
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Business Growth Projection
Business Growth Projection
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Channel Structure
Channel Structure
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Sales Team Expansion
Sales Team Expansion
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Revenue Share Goals
Revenue Share Goals
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Smart Cities Project
Smart Cities Project
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Careful Bid Selection
Careful Bid Selection
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Encouraging Cash Flow
Encouraging Cash Flow
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European Expansion
European Expansion
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Segment Growth
Segment Growth
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Growth Calibration
Growth Calibration
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Banking Segment Growth
Banking Segment Growth
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Demand vs. Judgment
Demand vs. Judgment
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DeepSeek AI Impact
DeepSeek AI Impact
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AI Explainability Lab
AI Explainability Lab
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Frontier Models
Frontier Models
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Data Center Solutions
Data Center Solutions
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R&D Investment
R&D Investment
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AryaXAI
AryaXAI
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Strategic Acquisitions
Strategic Acquisitions
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Fenixys Acquisition
Fenixys Acquisition
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Credit Rating Enhancement
Credit Rating Enhancement
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Guided Road Targets
Guided Road Targets
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Stakeholder Value
Stakeholder Value
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Study Notes
Aurionpro Solutions Limited Q3 & 9M FY25 Earnings Conference Call
- Date: January 28th, 2025
- Management: Ashish Rai (Group CEO & Vice Chairman), Vipul Parmar (Chief Financial Officer), Ninad Kelkar (Company Secretary)
- Moderator: Aashvi Shah (Adfactors PR - Investor Relations)
Financial Highlights (Q3 FY25)
- Revenue: ₹306 Cr, a 32% increase YoY
- Profit After Tax (PAT): ₹48 Cr
- EBITDA Margin: 21% (within guided range of 20-22%)
- PAT Margin: 16%
Business Segments
- Banking and Fintech: 41% YoY growth, reaching ₹474 Cr
- Technology Innovation Group (TIG): 23% YoY growth, reaching ₹372 Cr
Key Initiatives and Acquisitions
- Banking: Significant wins with leading Saudi Arabian banks for transaction banking suite. Continued expansion in US and Europe focused on banking and transit segments. Recent European acquisition strategically positions the company for cross-selling banking products.
- TIG: Key wins include deals with major metro projects in India (Delhi Metro & Chennai Metro). Strong demand in data center space with major deals.
- AryaXAI: Prominent AI platform.
- Fenixys Acquisition: Expected closure in Q3 2025, strengthening European presence. Not included in FY25 guidance.
Outlook and Guidance
- Maintaining guidance of >30% growth and 20-22% EBITDA margin for FY25.
- Continued investment in R&D (8% or more of revenue).
- Expecting positive growth and cash flow in the second half of the year..
- Target for receivable days is roughly 100 odd days in FY26-27
Significant Discussion Points
- Cash flow: Positive cash flow expected in Q3, reversing the trend from prior quarters.
- Receivables: Receivable days are expected to be around 100-115 days, given the product-oriented model.
- International Expansion: Active efforts to build out US and EU presence in financial services and transit in the coming years.
- Al Enablement: Continued focus on integrating Al and deepening capabilities around Al explainability.
- Data Center Business: India-centric, focused on design & build work (not own data centers). Planning to grow capacity to 3-4 gigawatts in 2-3 years.
Overall Tone
- Positive and confident outlook despite challenging global economic conditions.
- Strong emphasis on product-led growth and strategic partnerships.
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Description
Summary of Aurionpro Solutions' Q3 FY25 earnings call, including revenue growth of 32% YoY to ₹306 Cr and a PAT of ₹48 Cr. Key growth areas include Banking and Fintech, with strategic wins in Saudi Arabia and expansion in US/Europe. A recent European acquisition supports cross-selling banking products.