iValue Infosolutions Limited has informed the Exchange about Transcript of the Investor Meet held on July 29, 2026

iValue Infosolutions Limited (Formerly known iValue Infosolutions Private Limited) No. 903/1/1, 19th Main Road, 4th Sector, H.S.R. Layout, Bangalore – 560102, Karnataka, India CIN: L72200KA2008PLC045995|GST: 29AABCI8601B1ZW www.ivaluegroup.com | info@ivalue.co.in Tel: 080-22221143 August 04, 2026 National Stock Exchange of India Limited BSE Limited The Listing Department, Department of Corporate Services, Exchange Plaza, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex, Dalal Street, Fort, Mumbai – 400051 Mumbai – 400001 Trading Symbol: IVALUE Scrip Code: 544523 Subject: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Transcript Dear Sir/ Madam, The Transcript of the discussion on the Company’s Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026, presented during the analyst meet held on July 29, 2026, is attached herewith and is also available on the Company’s website at https://ivaluegroup.com/en-in/investor-analyst-corner/ The analyst/investors meet commenced at 06.30 P.M (IST) and concluded at 07:45 P.M. (IST) on July 29, 2026. You are requested to kindly take the same on record. Thanking you, Yours Sincerely, For iValue Infosolutions Limited Lakshmammanni Company Secretary and Compliance Officer Membership No. A51625 “iValue Infosolutions Limited Q1 FY27 Earnings Conference Call” July 29, 2026 MANAGEMENT: MR. SUNIL PILLAI – CHAIRMAN AND MANAGING DIRECTOR – IVALUE INFOSOLUTIONS LIMITED MR. KRISHNA RAJ SHARMA – EXECUTIVE DIRECTOR – IVALUE INFOSOLUTIONS LIMITED MR. SWAROOP MUVVALA – CHIEF FINANCIAL OFFICER – IVALUE INFOSOLUTIONS LIMITED MODERATOR: MR. PRATIK JAGTAP – E&Y LLP, INVESTOR RELATIONS Page 1 of 22 iValue Infosolutions Limited July 29, 2026 Moderator: Ladies and gentlemen, good day and welcome to the iValue Infosolutions Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the call, please signal an operator by pressing star, then zero on your touchtone phone. I now hand the conference over to Mr. Pratik Jagtap from EY Investor Relations. Thank you, and over to you, sir. Pratik Jagtap: Thank you, Rayo. Good evening, everyone, and thanks for joining the Q1 FY27 earnings call of iValue Infosolutions Limited. The results have been mailed to you along with the investor presentation and it will also be available at www.ivaluegroup.com. In case anyone does not have the copy of investor presentation, please do write to us and we will be happy to share it with you. To take us through the results today, we have the top management with us. Sunil Kumar Pillai, Chairman and Managing Director; Krishna Raj Sharma, Executive Director; and Venkata Naga Swaroop Muvvala, Chief Financial Officer. Sunil will start the call with a brief overview and business update, and then Swaroop will take us through the financial performance for the quarter. Then we will open the floor for a Q&A session. Before we start, I would like to remind you that anything that is mentioned on the call that reflects any outlook for the future or which can be construed as a forward-looking statement must be viewed in conjunction with the risks and uncertainties that we face. These risks and uncertainties are included but not limited to what we have mentioned in the prospectus filed with SEBI and subsequent annual reports that you can find on our website. Having said that, I will now hand over the call to Sunil. Over to you, Sunil. Sunil Pillai: Hello. Good evening, everyone, and thank you for joining us for the Q1 FY27 earnings call. We are pleased to begin FY27 with a decent performance, which reflects the strength of our business model, diversified technology portfolio and disciplined execution. During the quarter, we delivered gross sales of INR 641 crores, a growth of approx 6% on year- on-year basis, and a PAT of INR approx 16 crores, a growth of 52% on year-on-year basis. As indicated in the earlier call, our business continues to follow its natural rhythm, with H2 contributing meaningfully higher than H1, both in terms of revenue and profitability, driven by enterprise budget cycles and deal closures towards year end. In short, FY27 has started broadly in line with our expectations. We continue to see strong momentum across our core technology segments, backed by healthy customer demand, increasing annuity revenues, and strong engagement with both OEM partners and system integrators. Our differentiated positioning as a strategic technology advisor continues to help us win larger and more complex solution-led opportunities across enterprises, BFSI, government, healthcare, telecom, and manufacturing sectors. Customers today are no longer evaluating technologies in Page 2 of 22 iValue Infosolutions Limited July 29, 2026 isolation. They are, in fact, seeking integrated outcome-driven solutions that combine infrastructure, cybersecurity, cloud, data platforms, and managed services. This is precisely where iValue’s capabilities, multi-OEM ecosystem, and deep solution architecture expertise create meaningful value. Growth during the quarter was driven by cybersecurity, DCI, ALM, and cloud. Cybersecurity continues to remain our core engine, contributing 44% to our top line, while DCI continues to be a key growth accelerator, supported by rising AI-led infrastructure demand. Cybersecurity remains our largest business vertical and one of the strongest structural growth opportunities for the company. Rising cyber threats, rapid cloud adoption, growing digitization, evolving regulatory requirements, and the emerging need to secure AI itself are all driving higher security spending. We believe cybersecurity will continue to benefit from rising investment in AI, threat protection, identity security, data security, governance, and compliance. Data Center Infrastructure continues to be a major growth driver for iValue. Enterprise investment in hybrid public cloud, AI-ready infrastructure, storage modernization, and compute platforms keeps demand for integrated infrastructure solutions strong. Rising AI workloads and growing GPU-based infrastructure investments are creating a multi-year opportunity in this space. Our strong OEM ecosystem, deep solutioning capabilities, and ability to aggregate multi-vendor technology stacks position us well to capture this trend. Cloud remains a strategic focus area, supported by growing enterprise demand for scalable consumption-based platforms. We continue to see strong traction in Cloud opportunities. We expect to drive deeper customer relationships, recurring revenue, and long-term visibility. As enterprises modernize applications and accelerate AI adoption, demand for Cloud-native platforms, observability, DevOps, and application lifecycle management tools is expected to create further growth opportunities. Moving on, our annuity-led business continues to scale steadily, growing at 14% year-on-year during the quarter. Our pipeline currently stands at INR 6,150 crores, up 6% over the last quarter, reflecting strong demand across segments. With win rates holding steady at 30% to 35%, we remain confident of meeting our growth commitment for the year. While Swaroop will shortly take you through the detailed financial performance, from a business perspective, we continue to see healthy demand across our core technology practices and remain encouraged by the quality of the opportunity pipeline. We have also witnessed a positive evolution in our shareholder base. Following the exit of Creador, our long-term anchor investor, several marquee institutional investors and long-term funds have joined our shareholding, reflecting confidence in iValue's business model, market positioning, and long-term growth prospects. We welcome and thank our new investor [Showing first 8,000 characters — download PDF for full document]