Nagpur-founded IT business-technology consultancy delivering software development, cloud, supply-chain and data/AI services, plus its own DelaOne Micro Data Centre offering, with US and UK subsidiaries.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 32.0 | 0.0% YoY | Quarterly, as filed | Quarter to Mar 2026 | Revenue from operations as filed. |
| Operating margin | 18.0 | −3.0 pts YoY | Operating profit / revenue | Quarter to Mar 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.0 | 0.0% YoY | Quarterly, as filed | Quarter to Mar 2026 | Profit after tax as filed. |
| Return on equity | −0.5 pts | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. | |
| Free cash flow margin | 7.54 | +18.2 pts | Fiscal year | FY ending Mar 2026 | (Operating cash flow − fixed-asset purchases + disposals) ÷ revenue. |
| Revenue growth (YoY) | Trailing twelve months | TTM · period unavailable | Not in the analysed materials. No older figure is substituted. |
Guidance
5 targets tracked, none judged yet · 5 open · verdicts reflect calls analysed to Q2 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| H2 Revenue Contribution to Annual Revenue | 55% to 60% | Q2 FY26 | Guidance issued based on historical seasonal patterns and expected budget approvals in the US market. | New |
5 of Delaplex Ltd's 5 targets are still open. See which are on track and which have gone quiet. The 1 above are the free sample; 4 more targets are in the full ledger.
Claimed
Qualified
Price
1Y: ₹161.6 on 24 Oct 2025 → ₹141.65. High ₹173 (16 Oct 2026), low ₹81.1 (25 Aug 2026).
Overview
Based on the company's own presentations, annual report and earnings calls.
Delaplex is a business technology consultancy and services firm that builds custom software, cloud and data/AI solutions for mid-market and Fortune 1000 clients across retail, healthcare, broadcast media, financial services and technology sectors, delivered through a blended offshore-onsite multi-shore model. Its Supply Chain Management practice covers workforce management, store operations, warehouse management and logistics/distribution consulting. Under the DelaOne brand it also designs and deploys edge-ready Micro Data Centres, including a system-integrator partnership with BSNL to build these across BSNL's pan-India telecom network. The group has expanded through its US parent Delaplex Inc., a wholly-owned UK subsidiary Delaplex Software Limited, and acquisitions of Blueberry Systems Limited (UK) and Celestia Crew Consultancy (Bengaluru, a WFM & HRMS consulting firm).
Segments
close before → close after
The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.
Guidance
5 targets tracked, none judged yet · 5 open · verdicts reflect calls analysed to Q2 FY26.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| H2 Revenue Contribution to Annual Revenue | 55% to 60% | Q2 FY26 | Guidance issued based on historical seasonal patterns and expected budget approvals in the US market. | New |
Claimed
Qualified
The full ledger
A free account opens 5 company ledgers a month. All 5 tracked commitments, with each call’s wording and source.
Call summaries
DELAPLEX Q2 FY26
Delaplex reported a solid H1 FY26 with 5% YoY revenue growth and significant margin expansion, driven by strategic acquisitions and the emergence of new solutioning businesses. The company is focused on execution, operational efficiency, and expanding its market position in high-growth areas like AI consulting and edge computing, while adapting to a challenging global economic environment.
Read the full callEvery analysed call
Fundamentals
Current values with the period they cover; the trend reads across the 2 fiscal years held (Mar 2025 to Mar 2026).
Financials
Net profit, year on year: 0% (quarter to mar 2026 against mar 2025).
| Line item | Mar 2023 | Sept 2023 | Mar 2024 | Sept 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Sales | 26 | 28 | 27 | 36 | 32 | 37 | 32 |
| Expenses | 22 | 22 | 23 | 29 | 25 | 30 | 26 |
| Operating profit | 4 | 6 | 5 | 7 | 7 | 7 | 6 |
| Operating margin | 14.4% | 22.7% | 17.2% | 19.0% | 21.0% | 20.0% | 18.0% |
| Other income | 1 | 0 | 1 | 1 | 1 | 2 | 2 |
| Interest | -0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Profit before tax | 4 | 6 | 5 | 8 | 8 | 9 | 7 |
| Tax rate | 25.1% | 23.7% | 2.5% | 20.0% | 25.0% | 19.0% | 23.0% |
| Net profit | 3 | 5 | 5 | 6 | 6 | 7 | 6 |
| EPS (₹ per share) | — | — | 5.68 | 6.87 | 6.37 | 7.93 | 6.17 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Sept 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 9 | 9 | 9 | 9 |
| Reserves | 16 | 25 | 56 | 65 | 73 | 81 |
| Borrowings | 0 | 0 | 0 | 0 | 0 | 0 |
| Other liabilities | 2 | 1 | 2 | 4 | 9 | 3 |
| Total liabilities | 18 | 26 | 66 | 78 | 92 | 93 |
| Fixed assets | 1 | 1 | 0 | 15 | 18 | 22 |
| Capital work in progress | 0 | 0 | 0 | 0 | 0 | 1 |
| Investments | 0 | 1 | 29 | 0 | 0 | 0 |
| Other assets | 17 | 25 | 37 | 63 | 74 | 69 |
| Total assets | 18 | 26 | 66 | 78 | 92 | 93 |
| Line item | Mar 2025 | Mar 2026 |
|---|---|---|
| Cash from operations | 8 | 14 |
| Cash from investing | -13 | -11 |
| Cash from financing | -3 | 0 |
| Net cash flow | -7 | 2 |
| Free cash flow | -7 | 5 |
| Line item | Mar 2025 | Mar 2026 |
|---|---|---|
| Debtor days | 145 | 120 |
| Cash conversion cycle | 145 | 120 |
| Working capital days | 227 | 212 |
| Return on capital employed | — | 20.0% |
| Dividend payout | 0.0% | 0.0% |
Ownership
Promoters hold 74.25% as of Mar 2026; institutions cut 0.40 pts since Sept 2025.
since Sep 2025
Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.
The same filing shows 0 holders trimming and 1 off the list — both are in the register beside this.
Named in the Mar 2026 filing
Every holder of Delaplex Ltd above SEBI's 1% disclosure line, and what changed since Sep 2025.
| Holder | Stake | Change |
|---|---|---|
| 39.91% | +0.53 pp | |
| 34.34% | unchanged | |
| 1.19% | newly disclosed | |
| 1.05% | newly disclosed | |
| — | off the list |
A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.
Your own record
Free account: one company. Everything above stays public.
Write why you follow Delaplex Ltd and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading
Guides on how to read this kind of business and the numbers that matter.