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05 Jan 2026

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Specializes in niche products to banks




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Aurionpro Solutions (ASL) offers a comprehensive suite of digital transformation services across banking, payments, transportation, and government sectors. The business structure is anchored by two synergistic divisions: the banking andfintech (BFSI) segment, accounting for roughly 54% of FY2025 revenue, and the technology innovation group (TIG), contributing the remaining 46%. BFSI contributed 57% and TIG 43% of the total revenue in H1 FY 2026. Together the segments position ASL as a unique hybrid of software-IP monetization and infrastructure-technology execution, bridging the enterprise and public-sector digital-transformation spectrum.

ASL’s banking and financial segment offer digital banking solutions, payment processing systems, and transaction banking platforms. Their services include retail banking enhancements like self-service kiosks and queue management as well as wholesale banking solutions such as cash management and Loan management. The TIG drives digital transformation through creating software and hardware solutions for transit segment and consulting and design for data centers. The company also plays a key role in smart cities and smart mobility, offering e-governance solutions, intelligent transport systems, and automatic fare collection. As one of the few end-to-end transit solution providers, the company has offered hardware and software for metro and bus projects in Delhi, Chennai, Kanpur, Haryana in India and California, Mexico and Maldives. Aurionpro Transit, a subsidiary of Aurionpro Solutions, in December 2023 entered a strategic partnership with Vix Technology to enhance public transit operations. This collaboration focuses on integrating Aurionpro Transit’s automatic fare collection products with Vix Technology’s intelligent transport solutions.

ASL employs over 3,000 professionals across its delivery hubs in Mumbai, Pune, Singapore, Kuala Lumpur, Dubai, and Istanbul, serving more than 350 enterprise clients in over 30 countries.

Consolidated sales were up by 28.5% to Rs 357.67 crore in Q2 FY 2026 over Q2 FY 2025. Operating profit margin (OPM) contracted from 20.29% to 20.12%, leading to a 27.4% increase in operating profit (OP) to Rs 71.97 crore. Net profit after minority interest stood higher by 20.6% to Rs 54.35 crore.

Consolidated sales were up by 28.6% to Rs 694.49 crore in H1 FY 2026 over H1 FY 2025. OPM contracted from 20.74% to 22.19%, leading to a 25.1% increase in OP to Rs 140.13 crore.Net profit after minority interest was up 19.4% to Rs 105.66 crore.

ASL raised capital through preferential share allotments over the last two years to acquire companies, undertake capex for new offices and up-grade facilities, and to become debt-free. The first round was at Rs 440 per share and the second round at Rs 1050 per share. The company raised a total of Rs 645 crore.

ASL has invested to diversify across geographies, including Europe and the US. Further, it has invested Rs 1000 crore in the last four years for new product development and strategic acquisitions. This should aid healthy revenue growth going forward. Also, the data centre segment is poised for healthy growth. The metro projects offer a good opportunity for growth.The company is expected to grow at more than 30% in FY2026. Revenue is to be in the range of Rs 1500-1600 crore in FY2026.

ASL’s order book comprised Rs 1500 crore as on 30 September2025. Further, ASL’s BFSI vertical is expected to bounce back on the back of a multi-million-dollar digital banking deal in Africa, marking its first major win in the region and strengthening its expansion in the MEA market, and has also won a major multi-year deal with a leading Indian public sector bank to implement its next-generation AI-native cash management platform.

ASL expects the Ebitda margin in the range of 20-22%. The margins are supported by 60–65%recurring revenue from licenses, AMCs, and upgrades.

ASL’s Vision 2030 is to become a top three global player in each of its core business segments by building global products and platforms, with a strong focus on AI and Enterprise AI to develop world-class, globally competitive IP. The ambition includes achieving potential revenue of Rs 5,000 crore by FY2030 and is supported by a strategy of increasing R&D spending, strategic partnerships with global fintech vendors, and expanding its global market presence. 

We expect ASL to register consolidated EPS of Rs 38.9 for FY2026 and Rs 49.6 for FY2027. The scrip was trading around Rs 1067.95 on the BSE at the close of 29 December 2025.

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