Magellanic Cloud Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2023 • IT Consulting Services: 97.2% • FMCG Product Division: 2.8%
AI Sector View
AI GENERATEDInformation Technology
IT is supported by a still-expanding services backdrop and a weaker rupee. Export of services grew 13.0% YoY (2026-06), services PMI was 54.1 (Aug/26), and the currency at 95.23 (Sep/26) is depreciated versus the previous 95.16, which helps INR translation of export revenues. FPI positioning is only neutral-to-soft with net 3-month flow of INR -5 crore to 2026-08-31, so the positive stance is primarily macro-driven.
PROS
- Company has delivered good profit growth of 73.5% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 30.4%
- Company has a healthy return on capital (ROCE) of 28.3%
- Operating margins have improved to 34.4% from 14.8%
- Company has delivered good sales growth of 28.0% CAGR over last 5 years
- Company has consistently been profitable over the last 5 years
CONS
- Promoter holding has decreased over last 2 years: -4.3pp
- Stock is trading at 6.9x its book value
- Debtor days have increased from 99 to 157
- Growth is decelerating - 3Y profit CAGR (51.6%) trails the 5Y trend (73.5%)
- Though reporting repeated profits, the company pays out little dividend (1.7%)
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| TCS | 2300.90 | 16.72 | 832485.76 | 4.78 | 13420.00 | 4.69 | 72275.00 | 13.93 | 66.25 | 25.67 |
| INFY | 1130.00 | 15.14 | 458580.27 | 4.25 | 7775.00 | 12.29 | 48211.00 | 14.03 | 42.84 | 23.66 |
| HCLTECH | 1294.00 | 20.15 | 351148.26 | 4.17 | 4626.00 | 20.34 | 34579.00 | 13.94 | 31.20 | 19.87 |
| WIPRO | 176.80 | 13.25 | 175109.01 | 6.22 | 3356.30 | 0.59 | 24478.60 | 10.59 | 18.49 | 18.93 |
| TECHM | 1592.00 | 30.38 | 156037.29 | 3.20 | 1486.30 | 31.67 | 15711.90 | 17.68 | 23.04 | 17.43 |
| LTM | 4550.00 | 25.80 | 134962.70 | 1.65 | 1468.60 | 17.06 | 11608.00 | 17.96 | 30.25 | 17.75 |
| OFSS | 12067.35 | 30.79 | 105086.26 | 3.31 | 1415.50 | 120.52 | 3125.20 | 68.73 | 45.50 | 60.04 |
| PERSISTENT | 5655.00 | 46.38 | 89207.62 | 0.71 | 483.04 | 13.67 | 4303.23 | 29.09 | 35.09 | 16.19 |
| COFORGE | 1967.45 | 49.61 | 87153.72 | 0.80 | 531.70 | 49.19 | 5527.70 | 49.86 | 24.70 | 19.14 |
| MPHASIS | 2425.35 | 24.23 | 46294.46 | 2.56 | 489.51 | 10.82 | 4384.05 | 17.46 | 23.31 | 18.15 |
| LTTS | 3492.45 | 28.07 | 37047.05 | 1.66 | 3571.00 | 1029.71 | 29401.00 | 1014.73 | 27.70 | 18.65 |
| MCLOUD | 26.31 | 14.07 | 1549.84 | 0.00 | 23.70 | -14.65 | 180.28 | 9.95 | 23.66 | 28.13 |
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 138 | 154 | 131 | 137 | 132 | 157 | 151 | 156 | 164 | 164 | 164 | 206 | 180 | |
| 99 | 114 | 81 | 83 | 79 | 106 | 96 | 111 | 107 | 111 | 111 | 153 | 151 | |
| Operating Profit | 39 | 41 | 51 | 54 | 53 | 52 | 56 | 45 | 57 | 54 | 53 | 53 | 29 |
| OPM % | 27.99% | 26.31% | 38.67% | 39.26% | 40.05% | 32.89% | 36.75% | 28.90% | 34.65% | 32.77% | 32.11% | 25.55% | 16.30% |
| 1 | 1 | 1 | 15 | 1 | 0 | 0 | 3 | 0 | 1 | -1 | 6 | 2 | |
| Interest | 4 | 5 | 5 | 6 | 6 | 6 | 6 | 7 | 6 | 6 | 7 | 7 | 7 |
| Depreciation | 9 | 8 | 12 | 11 | 11 | 11 | 11 | 11 | 11 | 12 | 12 | 16 | 15 |
| Profit before Tax | 27 | 28 | 34 | 52 | 38 | 35 | 39 | 30 | 40 | 38 | 33 | 35 | 31 |
| Tax % | 29.36% | 22.24% | 33.12% | 23.75% | 29.96% | 30.68% | 25.47% | 25.81% | 30.71% | 26.52% | 13.24% | 14.68% | 23.95% |
| Net Profit | 0 | 0 | 0 | 0 | 27 | 24 | 29 | 23 | 28 | 28 | 29 | 30 | 24 |
| 1.62 | 1.89 | 0.39 | 0.67 | 0.45 | 0.42 | 0.50 | 0.38 | 0.47 | 0.48 | 0.50 | 0.50 | 0.40 |
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|
| 20 | 161 | 203 | 174 | 212 | 253 | 427 | 560 | 597 | 714 | |
| 18 | 154 | 193 | 164 | 210 | 245 | 319 | 377 | 392 | 526 | |
| Operating Profit | 2 | 7 | 10 | 10 | 2 | 7 | 108 | 184 | 206 | 188 |
| OPM % | 7.64% | 4.63% | 4.74% | 5.71% | 0.72% | 2.85% | 25.38% | 32.80% | 34.42% | 26.38% |
| 0 | 0 | 1 | 1 | 2 | 30 | 19 | 17 | 4 | 8 | |
| Interest | 0 | 0 | 1 | 1 | 1 | 2 | 12 | 21 | 25 | 26 |
| Depreciation | 0 | 0 | 0 | 1 | 1 | 3 | 21 | 40 | 42 | 55 |
| Profit before Tax | 1 | 7 | 9 | 9 | 1 | 33 | 94 | 140 | 143 | 137 |
| Tax % | 38.38% | 36.37% | 16.97% | 24.04% | -47.28% | 10.20% | 20.98% | 26.76% | 28.02% | 19.68% |
| Net Profit | 1 | 4 | 8 | 7 | 2 | 29 | 74 | 103 | 103 | 110 |
| EPS | 2.79 | 8.77 | 3.12 | 2.60 | 0.71 | 2.93 | 6.62 | 8.79 | 1.76 | — |
| Dividend Payout % | 0.00% | 5.70% | 16.01% | 21.14% | 70.56% | 4.27% | 2.37% | 1.71% | 1.71% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- —
- 5 Years:
- 28%
- 3 Years:
- 33%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- —
- 5 Years:
- 77%
- 3 Years:
- 52%
STOCK PRICE CAGR
- 10 Years:
- —
- 5 Years:
- —
- 3 Years:
- —
- 1 Year:
- -67%
RETURN ON EQUITY
- 10 Years:
- —
- 5 Years:
- 28%
- 3 Years:
- 30%
- Last Year:
- 22%
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 5 | 5 | 25 | 25 | 25 | 25 | 117 | 117 | 117 |
| Minority Interest | 0 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 0 |
| 30 | 34 | 23 | 29 | 28 | 52 | 180 | 290 | 401 | |
| 6 | 1 | 11 | 35 | 77 | 89 | 212 | 274 | 251 | |
| Trade Payables | 2 | 5 | 4 | 5 | 6 | 9 | 41 | 38 | 23 |
| 15 | 24 | 15 | 30 | 15 | 17 | 170 | 80 | 97 | |
| Total Liabilities | 60 | 70 | 78 | 127 | 153 | 193 | 720 | 799 | 889 |
| 18 | 19 | 18 | 46 | 72 | 72 | 429 | 440 | 444 | |
| Capital Work in Progress | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 6 | 4 |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5 | |
| 0 | 0 | 0 | 0 | 1 | 2 | 19 | 12 | 9 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 235 | 279 | |
| Cash & Bank | 0 | 1 | 1 | 10 | 6 | 59 | 54 | 17 | 53 |
| 42 | 50 | 58 | 70 | 74 | 60 | 216 | 90 | 95 | |
| Total Assets | 60 | 70 | 78 | 127 | 153 | 193 | 720 | 799 | 889 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|
| -2 | 11 | -7 | 16 | -12 | 52 | 171 | 32 | 143 | |
| Cash from Investing | -0 | -1 | 1 | -8 | -21 | -4 | -367 | -76 | -64 |
| Cash from Financing | -1 | -6 | 10 | 5 | 31 | 7 | 203 | 6 | -48 |
| -3 | 0 | 1 | 9 | -4 | 53 | -5 | -37 | 31 |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-09-07 - Magellanic Cloud Limited has informed the Exchange regarding a press release dated September 07, 2026, titled "Magellanic Cloud Limited's Wholly Owned Subsidiary Provigil Surveillance Limited Receives LOA from Western Railway Ratlam Division Worth Rs 3.49 Crore".
2026-09-07 - Magellanic Cloud Limited s Wholly Owned Subsidiary Provigil Surveillance Limited, receives Letter of Acceptance from Western Railway Ratlam Division worth Rs.3.49 Crore
2026-09-02 - Magellanic Cloud Limited has informed the Exchange about Resignation of Director/KMP/SMP
2026-09-02 - Magellanic Cloud Limited has informed the Exchange about Resignation of Director/KMP/SMP
2026-09-02 - MCLOUD: Magellanic Cloud Limited has informed the Exchange regarding Resignation of Mr Elisha Thatisetty (DIN: 08531842) as Non- Executive Independent Director of the company w.e.f. September 01, 2026, from the closure of business hours.
2026-09-02 - Magellanic Cloud Limited has informed the Exchange regarding a press release dated September 02, 2026, titled "Magellanic Cloud Completes Phase 1 Deployment Across 685 of 930 Punjab and Sind Bank Sites in Just Five Months".
2026-09-01 - Magellanic Cloud Limited has informed the Exchange regarding Appointment of Mr Sameer Rajkumar Lalwani as Senior Management Personnel of the company w.e.f. September 01, 2026.
2026-09-01 - Magellanic Cloud Limited has informed the Exchange regarding Appointment of Ms Jyoti Chauhan as Senior Management Personnel of the company w.e.f. September 01, 2026.
2026-09-01 - Magellanic Cloud Limited has informed the Exchange regarding Appointment of Mr Sunil Suri as Senior Management Personnel of the company w.e.f. September 01, 2026.
News
Recent coverage and analyst commentary for MCLOUD
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