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Why Is There So Much Demand for the ESDS IPO? Apply or Avoid?

Original: ESDS เฐˆ IPOเฐ•เฐฟ เฐŽเฐ‚เฐฆเฑเฐ•เฑ เฐ‡เฐ‚เฐค Demand? Apply Or Avoid?

113.9K views ยท Aug 29, 2026 ยท 14:01 min ยท Watch on YouTube โ†—
Takeaway

ESDS offers exposure to cloud and AI infrastructure, but customer expansion and large contracts must translate into sustainable revenue.

Summary

  • ESDS Software Solution operates cloud infrastructure, managed services and SaaS, serving enterprises, government entities and financial institutions.
  • The host describes five data centers across Maharashtra, Karnataka, Uttar Pradesh and Punjab, plus NVIDIA-related GPU cloud capabilities.
  • FY26 revenue is described as roughly 43% infrastructure services, over 40% managed services and about 15% SaaS; approximately 75% comes from India.
  • The company reports 2,501 customers, including over 700 additions in FY26; aggressive customer acquisition is its explanation for lower average revenue per customer.
  • Management describes a multiyear Australian AI-cloud contract and a four-year target for 100% renewable power, both relevant to future execution requirements.
ESDSIPOCloud Computing
Original description 
Our SEBI Registration:Our promoters-owned company & promoters hold various registrations with regulators&regulated entities
Money Purse FinservLLP (SEBI:INA000022260,AMFI:ARN116900,APMI:APRN06893)
RKSV Securities:Sai Krishna Pathri AP2513030911
Angel One:Shahin Shaik AP011061201164011


๐Ÿ“Œ ๐Ž๐ฉ๐ž๐ง ๐˜๐จ๐ฎ๐ซ ๐ƒ๐ž๐ฆ๐š๐ญ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ.

๐‘จ๐’๐’ˆ๐’†๐’ ๐‘ฉ๐’“๐’๐’Œ๐’Š๐’๐’ˆ ๐Ÿ‘‰ https://angel-one.onelink.me/Wjgr/8vx...

๐Ÿ“Œ ๐๐ž๐ฌ๐ญ ๐“๐ž๐ซ๐ฆ & ๐‡๐ž๐š๐ฅ๐ญ๐ก ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž (๐’๐ฉ๐š๐ฆ-๐Ÿ๐ซ๐ž๐ž ๐€๐๐ฏ๐ข๐œ๐ž)
๐ƒ๐ข๐ญ๐ญ๐จ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐Ÿ‘‰ https://ditto.sh/1bzezx

๐Ÿ”” ๐‰๐จ๐ข๐ง ๐Ž๐ฎ๐ซ ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐‚๐จ๐ฆ๐ฆ๐ฎ๐ง๐ข๐ญ๐ฒ

๐“๐ž๐ฅ๐ž๐ ๐ซ๐š๐ฆ ๐Ÿ‘‰  https://telegram.openinapp.co/money-p...
๐–๐ก๐š๐ญ๐ฌ๐€๐ฉ๐ฉ ๐‚๐ก๐š๐ง๐ง๐ž๐ฅ ๐Ÿ‘‰ https://tinyurl.com/32cra3sc
๐†๐ž๐ญ ๐…๐ข๐ญ ๐…๐š๐ฆ๐ข๐ฅ๐ฒ (๐’๐ญ๐ซ๐š๐ฏ๐š) ๐Ÿ‘‰ https://strava.app.link/4U0TAr1zzTb

๐Ÿค ๐’๐ญ๐š๐ฒ ๐‚๐จ๐ง๐ง๐ž๐œ๐ญ๐ž๐ ๐–๐ข๐ญ๐ก ๐”๐ฌ
๐ˆ๐ง๐ฌ๐ญ๐š๐ ๐ซ๐š๐ฆ ๐Ÿ‘‰   / moneypurseadv  
๐“๐ฐ๐ข๐ญ๐ญ๐ž๐ซ ๐Ÿ‘‰   / moneypurseadv  
๐…๐š๐œ๐ž๐›๐จ๐จ๐ค ๐Ÿ‘‰   / moneypurseadv  

Thanks for watching.
Team Money Purse

00:00 Intro 
01:15 Business 
05:34 Procurement 
06:40 Revenue Breakup 
09:16 Management 
09:30 share Holding Pattern
10:16 IPO Details 
11:18 Financials 
11:54 Peer Comparison
12:27 Risks
13:12 Valuation


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