DINESH

Aurionpro Solutions

Latest CMP 734
Today's Change ▲ 0.01%
52-Week High / Low 1,474 | 719
Price Date: 14-Aug-2026
Recommendation Sell
Target Price 1,022
Expected Upside 18.0%
Forecast Horizon 2 Years
Historical CAGR 15.7%
1,000 Invested 17-Aug-2006
Today's Value 18,468
Investment Period 20 Years

Stock Snapshot

Post Results Return
-13.9%
Negative Re-rating
1-Year Target Price
797
2-Year Target Price
1,022
52-Week High / Low
1,474 / 719
20-Day Return
-12.6%
Market Cap (Cr.)
3,949
Current PE
21.0
P/BV Ratio
2.3
Dividend Yield
0.3%
Industry PE
36.1

Price Performance

Basis of our Recommendation

Aurionpro Solutions is currently navigating a pivotal transition towards an AI-native 'Software 2.0' banking stack, which is expected to drive long-term growth despite short-term execution challenges. Management has reported a strong demand environment, evidenced by a record order book exceeding INR 1800 crores, with approximately 70% of this being executable in FY27. This positions the company favorably for revenue growth, particularly as it ramps up investments in AI and data center capabilities. However, margins are anticipated to remain under pressure due to high R&D spending and capacity build-outs. Vista's financial outlook reflects these dynamics, projecting moderate revenue growth and continued investment in innovation, while also acknowledging the potential for margin compression. The IT SaaS industry is experiencing a sunrise phase, characterized by improving pricing power and strong demand for AI-led solutions, which supports Aurionpro's strategic initiatives. Over the next 12-24 months, key opportunities include expanding geographic reach and capitalizing on AI integration, while watchpoints include execution risks and geopolitical uncertainties that could impact project timelines

👍 Why We Like This Stock

  • Strong order book exceeding INR 1800 crores provides visibility into future revenue growth
  • Strategic pivot towards AI-native solutions aligns with industry trends and enhances competitive positioning
  • Management's focus on operational execution and geographic diversification mitigates regional risks

Things To Watch Out For

  • Execution delays and geopolitical challenges have impacted near-term project timelines and margins
  • High R&D spending and capacity build-outs are expected to pressure margins in the short term
  • Market sentiment may be affected by tightening liquidity conditions and inflationary pressures

Key Parameters

Balance Sheet Strength
Conservatively Financed
Market Share
Stable
Industry Outlook
Improving
Analyst View
Strong Buy
Dividend History
Regular
FII Holdings
Stable

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 887 1,173 1,411 1,376 1,657
Profit Before Tax (Cr.) 169 225 262 228 287
PBT Margin 19.1% 19.2% 1856.8% 16.6% 17.3%
Net Profit (Cr.) 146 188 210 182 227
Earnings Per Share 26.8 34.5 38.7 33.5 42.1

Analyst Recommendations

Broker Recommendation Target Price Date
Axis Securities ▲ Buy 1,065 12-May-2026
Choice Equity ▲ Buy 1,100 29-Jul-2026
Ventura ▲ Buy 1,352 01-Apr-2026
Consensus Recommendation ▲ Strong Buy
Consensus Target 1,100
Coverage 3 Analysts
Analysts' Viewpoint
Aurionpro Solutions is navigating a strategic shift towards an AI-native 'Software 2.0' banking stack, supported by a strong order book and new customer wins, particularly in the U.S. Analysts highlight the company's significant growth potential in the data center business and geographic diversification efforts. However, execution delays, especially in the Middle East, and elevated R&D spending are expected to compress margins in the near term. Future catalysts include accelerated data center project execution and improved resource allocation as AI platforms mature.

Company Overview

Show Company Profile

Aurionpro Solutions Limited provides technology solutions in India, Asia-Pacific, and internationally. It operates through Sale of Software Services, and Sale of Equipment and Product License segments. The company offers Arya.ai, an enterprise solutions specializing in banking and financial services; and AryaXAI to deliver accurate, true-to-model explainability, monitoring, risk management, and alignment techniques, as well as operates AryaXAI AI alignment labs. It also provides Murex Services, a managed services provide specialized capital markets solutions; Fenixys for delivering complex front-to-back transformations; FX Connect; iCashpro a next-generation transaction banking platform; Fintra for disruptive trade finance solutions; AuroDigi, a digital banking platform for wholesale banking services; and Aurobees, an integrated supply chain and financing platforms. In addition, the company offers data center solutions and services, such as engineering, construction, products and solutions, and various support services; hybrid cloud services, including devops automation, cloud and hosting, managed cloud, monitoring, network security, server management, and helpdesk services; and integro corporate lending solutions, comprising loan origination system, financial analysis, limits management system, collateral management system, trade limit, early warning system, and document management system; and phygital customer experience. Further, it offers G to G Solutions, E-governance public, and smart city services. Aurionpro Solutions Limited was incorporated in 1997 and is headquartered in Navi Mumbai, India.