• The document is a transcript for the audio recording of the Earnings Conference Call of DC Infotech & Communications Limited held to discuss the company's business and financial performance for Q4 and FY26.
  • The event was an earnings conference call held on 04th June 2026 at 04:00 PM.
  • The stated purpose of the event was to discuss the Company's business and financial performance for Q4 & FY26.
  • Management participants included Mr. Chetankumar Timbadia (Managing Director), Mr. Devendra Sayani (Whole-Time Director), and Mr. Piyush Shah (Chief Financial Officer).
  • The company indicated that the conference call may contain forward-looking statements based on beliefs, opinions, and expectations as of the date of the call, noting these are not guarantees of future performance.

Financial Highlights & Strategic Updates (as disclosed in the transcript)

  • FY26 Financial Performance: Revenue stood at ₹736.97 crores, representing a growth of 32.6% year-on-year. PAT was ₹21.21 crores, growing 46.3% year-on-year.
  • Business Pillars: Revenue contribution from three technology pillars: Networking (~30%), Unified Communication & Collaboration (~36%), and Cyber Security Solutions (~27%).
  • Strategic Priorities for Growth: Focus on four high-priority technology themes: Artificial Intelligence, Cyber Security, Cloud Transformation, and Digital Infrastructure.
  • Credit Rating: CRISIL upgraded the company's long-term credit rating from BBB- to BBB with a stable outlook during FY26.
  • International Expansion: The UAE subsidiary is operational and achieved global local content partner status with Etihad Aviation Group.
  • Key Partnership: Formalized a three-year procurement arrangement with Tata Communications Limited.
  • Recognition: Recognized for the third consecutive year by Financial Times Statista as a high-growth company across Asia-Pacific.
  • Channel Network: Expanded to more than 2,000 touchpoints across India.
  • Strategic Priorities for FY27:

1. Increase contribution from services, software subscription, managed offerings, and recurring revenue streams.

2. Expand participation in AI, cloud, and digital infrastructure opportunities.

3. Focus on emerging technologies and security threats post-AI adoption.

  • Recurring Revenue Target: Aim to increase the contribution from software and services from the current ~20% to 25% in the medium term.
  • Samsung Contribution: Approximately ₹150-175 crores revenue from Samsung products.

Additional Notes Section

  • The document is a regulatory filing submitted pursuant to Regulation 30 of the SEBI (LODR) Regulations, 2015.
  • The transcript includes a full question-and-answer session with analysts from Prasoon Exponentials, RK Advisory, Syndicate family office, and NP Investment.
  • The company clarified that significant increase in 'other expenses' in Q4 FY26 was primarily due to unrealized forex loss, which is viewed as non-recurring.