🧾 At a Glance
Dynacons Systems & Solutions Ltd has quietly built a ₹1,381 Cr empire from cabling, server racks, cloud migrations, and full-stack IT infra. With 5-yearprofit CAGR of 64%, an ROE north of 37%, and a stock that’s done 100x in 10 years (yes, you read that right), Dynacons isn’t flashy – it’s just ruthlessly efficient. No VC drama, no unicorn sticker. Just contracts, cables, and cash.
1️⃣ WTF Do They Even Do?
Dynacons is thetech contractor behind the scenes.
🛠️ Their core business isSystem Integration & IT Infrastructure Services, covering:
- Data center setup 🖥️
- Network infra & cybersecurity 🔐
- Cloud & application migration ☁️
- Managed IT services for corporates, banks, and PSUs
They’re not writing code. They’re wiring the battlefield where your code runs.
2️⃣ Financials – Profit, Margins, ROE, Growth 💥
5-Year Snapshot:
| Metric | FY20 | FY25 | CAGR |
|---|---|---|---|
| Revenue | ₹328 Cr | ₹1,267 Cr | 31% |
| Net Profit | ₹6 Cr | ₹72 Cr | 64% |
| EBITDA Margin | 4% | 8% | ↑ steady climb |
| ROE | ~20% | 37% | 🤯 |
| EPS | ₹6.67 | ₹56.9 | 51% CAGR |
📈 This isnotIT services with slow growth — it’s infra contracting with 10x potential.
3️⃣ Valuation – Cheap, Meh, or Crack?
| Metric | Value |
|---|---|
| CMP | ₹1,086 |
| P/E | 19.1x |
| EPS (FY25) | ₹56.9 |
| Book Value | ₹181 |
| ROE | 37.3% |
| Market Cap | ₹1,381 Cr |
🧠Fair Value Range:
Assume FY26E EPS = ₹68–₹72Target P/E = 22–26x (due to growth + ROE)
🎯Fair Value = ₹1,500 – ₹1,850
So yes,it’s undervaluedfor a company compounding at >60% profit CAGR.
4️⃣ What’s Cooking – News, Contracts, Buzz 🔌
- FY25 PAT: ₹72.5 Cr (up from ₹54 Cr in FY24)
- Concall buzz: Clients include SBI, LIC, Canara Bank, IOCL,
