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← CockpitCompetitor Analysis › ESDS.NS ESDS Software Solution LimitedOpen in the cockpit ↗

ESDS Software Solution LimitedESDS.NSCompetitor analysis, valuation and peers

India · INR·IT›Information Technology Services
Mkt cap
$1.38B
US dollars, full cap
Free float
40%
of shares outstanding
$/day
$17.6M
20-day average traded
Fwd P/E
64.8×
forward earnings
ROIC−WACC
n/a
WACC 9.3%
Hurdle
+0 pp
Req g minus delivered
Next earnings
117 days
3 Mar 2027
Close · INR₹1,116
1D-5.0%
1W-3.8%
1M-17.9%
3Mn/a
6Mn/a
YTDn/a
1Yn/a
ATR %7.9%
52w lowhigh40.0% off high

What ESDS Software Solution does

No business profile yet.

ESDS Software Solution at a glance

Size ESDS Software Solution (ESDS.NS) is an India Information Technology company (Information Technology Services) with a market value of $1.38B, the 493rd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹1,116 on 6 Nov 2026.

Growth Revenue grew 30.7% over the last twelve months (peer median +9.5%); the operating margin is 36.3% (peer median 1.1%).

Valuation It trades at 64.8× forward earnings against a peer median of 37.1× (5th most expensive of 16).

Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Next results Next results expected around 3 Mar 2027 (exchange calendar; dates can move).

ESDS Software Solution financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/a₹4.72B₹3.61B₹2.87B₹2.08B
Revenue growth—+31%+26%+38%—
Gross profitn/a₹2.28B₹1.41B₹847M₹534M
EBITDAn/a₹2.35B₹1.56B₹1.01B₹483M
Net incomen/a₹1.20B₹556M₹126M-₹225M
Free cash flown/a₹12.4B₹368M₹111M₹11.1M
Capital expendituren/a₹1.26B₹1.13B₹230M₹362M
Total debt₹1.13B₹965M₹1.27B₹2.59B₹2.35B

Quarterly statements and history in the cockpit →

ESDS Software Solution competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Fundamentals: revenue growth against valuation

0%+20%+40%0×200×400×0005554722BYITEFOR300010601133688258BITTI688083300687002544ESDS.NSRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. ESDS Software Solution is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%4722BYITEFOR0856601133688258BITTI688083DTLESDS.NSGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. ESDS Software Solution is the large dot.

ESDS Software Solution competitors and peer comparison

How ESDS Software Solution compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

ESDS Software Solution against its 20 peers (data as of 6 Nov 2026)
MeasureESDS.NSPeer medianRank in peer set
1-month return-17.9%-2.9%2nd lowest of 21
Distance from 52-week high-40.0%-39.8%11th highest of 21
Revenue growth (TTM)+30.7%+9.5%4th highest of 21
Operating margin36.3%1.1%highest of 21
Forward P/E64.8×37.1×5th most expensive of 16
Growth the price implies (Req g, 7 yrs)22.6%10.8%5th most demanding of 11
Growth delivered (Del g)+22.4%+9.2%highest of 11
Hurdle (Req g minus delivered)+0.3 pp+8.9 pp5th least demanding of 11
EV / EBITDA47.7×18.9×most expensive of 7
Net debt / EBITDA-7.9×-0.8×least indebted of 8

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
ESDS Software Solution ESDS.NSIndia$1.38Bn/a+31%36%64.8×22.6%+22.4%
Digital China Information Service 000555.SZChina$1.39B-30%-8%0%80.2×n/an/a
Future 4722.TJapan$1.36B+59%+8%20%17.2×-5.4%+11.4%
Bytes Technology BYIT.LUnited Kingdom$1.36B+33%+10%27%19.4×3.1%-10.9%
Everforth EFORUnited States$1.41B+69%0%6%8.3×-1.5%+2.6%
VSTECS 0856.HKHong Kong$1.42B-30%+11%2%6.4×-12.2%+6.9%
Doushen (Beijing) Education & Technology 300010.SZChina$1.34B-15%+24%-31%31.1×n/an/a
Both Engineering Technology 601133.SSChina$1.34B-26%+14%5%35.7×24.3%+16.2%
Quantum Computing QUBTUnited States$1.43B-34%+3,635%-775%n/an/an/a
Jiangsu Eazytec 688258.SSChina$1.46B-33%0%28%47.5×40.1%+11.1%
Bittium BITTI.HEFinland$1.31B-3%+48%22%42.4×18.4%+8.8%
Voyager Technologies VOYGUnited States$1.49B-19%+42%-82%n/an/an/a
Neusoft 600718.SSChina$1.51B-3%-5%-5%37.1×-6.1%+9.7%
ZW Soft 688083.SSChina$1.27B-12%+2%-15%95.2×30.3%+14.5%
Zhejiang Whyis Technology 301218.SZChina$1.27B+147%+23%-15%n/an/an/a
Guangzhou Sie Consulting 300687.SZChina$1.52B0%+3%-3%79.8×n/an/a
Cetc Potevio Science & Technology 002544.SZChina$1.52B-41%0%0%375.0×n/an/a
Shenzhen Forms Syntron Information 300468.SZChina$1.52B-33%+9%9%n/an/an/a
Black Box BBOX.NSIndia$1.53B+10%+12%7%47.3×n/an/a
Shenzhen YSSTech Information Technology 300377.SZChina$1.53B-24%+14%-3%n/an/an/a
Data#3 DTL.AXAustralia$1.54B+81%+6%8%31.6×26.9%-14.2%

Questions

Which companies are ESDS Software Solution's closest peers?
The cockpit's peer set: Digital China Information Service (000555.SZ), Future (4722.T), Bytes Technology (BYIT.L), Everforth (EFOR), VSTECS (0856.HK), Doushen (Beijing) Education & Technology (300010.SZ), Both Engineering Technology (601133.SS), Quantum Computing (QUBT).
Is ESDS Software Solution expensive compared with its peers?
On forward p/e it trades at 64.8× against a peer median of 37.1×, 5th most expensive of 16 in its peer set. For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.