LNPR Capital

Limited Offer🔥🔥🔥🔥 SME MASTER CLUB Standalone price: Rs. 4,999/- lnprcapital.akamai.net.in/qu… Research coverage of SEBI-listed SME platform companies. Promoter conviction signals, filing intelligence, entry-exit framework. SMALL & MICRO CAP CLUB Standalone price: Rs. 4,999/- lnprcapital.akamai.net.in/qu… Coverage of BSE/NSE-listed small and micro-cap equities. Currently 24 active calls in tracker. Both subscriptions individual : Standalone value: Rs. 11,999/- Limited offer : Rs. 4,999/- You save: Rs. 7,000/- Each subscription remains independent. Full year access on both. Coupon code: LNPR4999 Past calls available on the public timeline include Titagarh Rail, HBL Engineering, Veefin Solutions, Ceinsys Tech, Avantel, Danish Power, Marsons, and Ashapura Minechem. Subscribe at lnprcapital.com LNPR Capital. SEBI Registered Research Analyst. RA No: INH000012953. Investments in securities market are subject to market risks. Read all related documents carefully before investing.

𝗘𝗦𝗗𝗦 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻 A Nashik born cloud company with ₹272 crore of H1 revenue has entered a GPU contract worth USD 1,250 million. First results after its September 2026 listing are out. 𝗧𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 Started in 2005 as a web hosting firm, ESDS now sells three things: ▪ IaaS (47.4% of Q2 revenue): colocation, public, private and hybrid cloud, community clouds and GPU-as-a-Service ▪ Managed Services (31.0%): 24/7 support, backup and disaster recovery, SAP administration, security operations centre ▪ SaaS (21.6%): data centre monitoring suite, vulnerability scanners, web firewalls, VPN, plus government projects in smart metering, e-governance and smart farming (Famrut) How it earns: pay-per-consumption, per-branch and per-transaction billing. Around 81% of H1 revenue came from existing customers, with revenue retention of 86.7%. Customer mix in H1: Enterprise 46.4%, BFSI 27.6%, Government 26.0%. 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 (Q2 FY27, consolidated) ▪ Revenue: ₹138.3 crore, up 47.5% YoY ▪ EBITDA: ₹57.8 crore, up 18.3% YoY. Margin 41.8% vs 52.0% ▪ PAT: ₹31.1 crore, up 40.7% YoY ▪ H1 revenue ₹272.0 crore (up 24.6%), H1 PAT ₹60.4 crore (up 26.3%) ▪ Debt to equity: 0.0x post IPO 𝗧𝗵𝗲 𝗚𝗣𝗨 𝗽𝗶𝘃𝗼𝘁 ▪ AI infrastructure agreement with an Australian neocloud: USD 1,250 million (around ₹11,831 crore), 8,208 NVIDIA B300 GPUs, 5 years plus a 2-year option. Revenue expected from Q3 FY27 ▪ Subsidiary SPOCHUB has received an advance of around ₹1,177 crore from an overseas customer for a new GPUaaS project ▪ ₹576 crore of the ₹720 crore IPO fresh issue is earmarked for cloud and data centre equipment, undeployed as of 30 September 𝗖𝗮𝗽𝗮𝗯𝗶𝗹𝗶𝘁𝗶𝗲𝘀 ▪ 5 data centres: Nashik, Navi Mumbai, Mohali, Bengaluru, Noida (three with STPI) ▪ SWARAJ Cloud with patented vertical auto-scaling (US 2015, India 2022) ▪ 115 BFSI institutions across 1,045 branches, 104 government clients, 113 SAP HANA organisations ▪ MeitY empanelled. Mudra Yojana runs on its government cloud 𝗪𝗵𝗮𝘁 𝘄𝗲 𝗮𝗿𝗲 𝘁𝗿𝗮𝗰𝗸𝗶𝗻𝗴 ▪ Other expenses rose to ₹50.8 crore from ₹18.0 crore YoY ▪ Managed Services revenue fell around 10% in H1 ▪ H1 DSO at 81 days vs 69 ▪ The contract value is over 20 times annualised H1 revenue. Execution will decide the outcome 𝗗𝗶𝘀𝗰𝗹𝗮𝗶𝗺𝗲𝗿: LNPR Capital is a SEBI Registered Research Analyst (RA No. INH000012953, BSE Enlistment No. 5843). For educational and informational purposes only. Not a buy, sell or hold recommendation.

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5 Indian Defence Stocks with Substantial Order Books India’s defence manufacturing ecosystem is building strong multi year revenue visibility. Here are 5 companies worth tracking: GRSE – ₹45,000+ Cr Cochin Shipyard – ₹21,900 Cr Mazagon Dock – ₹16,400–20,500 Cr Bharat Dynamics – ₹26,000+ Cr Solar Industries – ₹20,000–21,350 Cr The investment thesis: Rising defence indigenisation, export opportunities and long term government procurement. But a large order book alone doesn’t guarantee superior returns. Execution, margins, cash flows and valuations remain critical. For research purposes only.

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𝗖𝗿𝗲𝗱𝗲𝗻𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗡 𝗖𝗮𝗿𝗲 𝗧𝗵𝗲 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 Credent (C3) handles home sample collection, intracity and intercity sample movement, cold chain and corporate health check ups for diagnostics chains, hospitals and healthcare enterprises. The network, as per the company: • 14+ years of operations • 2,500+ laboratories associated • 6,000+ field force, including 2,200+ phlebotomists • 19,000+ pincodes covered • 280+ domestic customers • 35+ air routes with delivery within 10 to 12 hours Why this is not ordinary logistics: time sensitivity, temperature integrity, chain of custody and compliance. A delayed parcel is an inconvenience. A delayed sample is a failed test. 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀 (H1 FY27 vs H1 FY26, consolidated) • Revenue: ₹138.1 crore vs ₹90.0 crore, up 53% • EBITDA: ₹18.2 crore vs ₹11.9 crore, up 53% • EBITDA margin: steady at around 13% • PBT: ₹15.0 crore vs ₹9.8 crore, up 53% • PAT: ₹14.7 crore vs ₹7.5 crore, up 95% One nuance. PAT includes a one-time tax credit of ₹1.78 crore. The 53% PBT growth is the cleaner read of underlying performance. FY26 ROE stood at 42% and ROCE at 50%. 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝘀𝗵𝗲𝗲𝘁 • Cash and bank: ₹74.2 crore vs ₹2.2 crore • Debt to equity: 0.2x vs 0.5x 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗴𝘂𝗶𝗱𝗮𝗻𝗰𝗲 Around 45% revenue CAGR targeted through FY30, with revenue, EBITDA and PAT projected at around 5x of FY26 levels. The Alltrak Technologies acquisition brings route optimisation and tracking IP in house. 𝗪𝗵𝗮𝘁 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸 • Operating cash flow was negative: ₹6.6 crore outflow in FY26 and ₹3.9 crore in H1 FY27, despite reported profits • Trade receivables rose to ₹78.8 crore from ₹58.8 crore in March 2026 and ₹17.9 crore in March 2025 • Employee cost is around 39% of revenue. This is a people heavy model • FY26 revenue of ₹214.2 crore vs ₹81.8 crore in FY25 is not like for like. FY25 is standalone, FY26 onwards is consolidated after acquisitions Growth is visible. Profit converting into cash is the next thing to prove. Disclaimer: LNPR Capital is a SEBI Registered Research Analyst (RA No. INH000012953, BSE Enlistment No. 5843). This post is for educational and informational purposes only and is not investment advice or a recommendation to buy or sell.

Market Cap: ₹178 Cr | P/E: 25x Q2 FY27 Results (YoY): Revenue: ₹23.2 Cr, up 87% EBITDA: ₹5.71 Cr, up 176% Net Profit: ₹2.90 Cr vs ₹0.01 Cr EBITDA Margin: 16.7% → 24.6% Revenue growing fast, but profitability is growing even faster. The real question: Is this the beginning of a sustained earnings transformation? One quarter isn’t enough to establish conviction, but this microcap deserves a closer look. Can you guess the stock? #Microcap #EarningsGrowth #LNPRCapital

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