Synopsis: Aurionpro outlined its Vision 2030 strategy focused on AI-led products, transit mobility and data centre opportunities, while expanding recurring revenue streams and strengthening its position across multiple technology growth areas.
The shares of this small cap company majorly engaged in providing business solutions in the fields of Transaction Banking Platform, Customer Experience (ACE Platform), Smart city and many more were in focus after the brokerage sees 67% upside potential.
With the market capitalization of Rs. 4,278 Crores, the shares of Aurionpro Solutions Ltd were trading at around Rs. 774 per share which is x percent discount from its 52 week high of Rs. 1666 per share and is trading at a P/E of 19.7 whereas industry P/E stands at 20
Brokerage View
Choice Equities remains positive on Aurionpro Solutions and has maintained its Buy rating with a target price of ₹1,250, implying an upside potential of 42% from the current market price of ₹878. The brokerage believes the company is well placed to benefit from long-term opportunities in AI-native software, transit digitisation and data centre infrastructure. It also expects Aurionpro’s strategy of owning a larger portion of the value chain to support higher deal sizes, better margins and stronger return ratios over time.
Vision 2030: Building a Global Technology Product Business
Aurionpro reiterated its Vision 2030 plan, under which it aims to move from a diversified services-led model to a focused global technology products company. The company has gradually shifted away from low-investment service businesses and increased its focus on intellectual property-led products. It aims to position itself as a full-stack AI-native enterprise partner with a stronger global presence.
Product Strategy and Operational Improvement
The company has used its capital to acquire smaller businesses with strong intellectual property and has continued investing in research and development. This strategy has improved business productivity, with revenue per employee increasing from ₹2.9 million in FY21 to ₹4.7 million in FY26, reflecting 64% growth. Aurionpro also benefits from a strong customer base, with 75-80% of revenue generated from existing clients, highlighting the success of its land-and-expand approach.
Transit Mobility Business Offers Large Opportunity
Aurionpro sees significant growth potential in the global transit mobility market, where nearly USD 1 trillion of capital expenditure is expected. More than 480 metro projects across 56 countries are currently planned or underway. The Automated Fare Collection (AFC) and Smart Mobility markets are expected to grow at around 14% CAGR between FY25 and FY30. The company plans to expand its AFC business across the Middle East, Asia and Africa while also growing into airport systems, EV charging solutions and Mobility-as-a-Service (MaaS).
Expanding Presence in Data Centres and AI
The company is increasing its focus on the growing data centre market, where AI workloads are driving demand for high-density racks requiring 70-200 kW, compared with traditional racks of 4-5 kW. Aurionpro is expanding beyond design consultancy and project execution into modular infrastructure manufacturing. It is also strengthening its presence in cybersecurity and hybrid AI services, enabling it to provide a broader range of solutions and potentially increase deal sizes.
Seven Growth Engines for the Future
Aurionpro is building seven growth engines across Lending, Mobility & Payments and Enterprise AI businesses. These opportunities together represent a serviceable obtainable market estimated between USD 560 million and USD 1.7 billion by FY30. Management believes these businesses can create multiple long-term growth drivers across different technology segments.
Long-Term Financial Goals
The company aims to achieve a Rule of 50+, where the combined growth rate and margin exceed 50%. It is targeting a return on invested capital above 20%, annual recurring revenue contribution of around 85%, and a net revenue retention rate of more than 100%. These goals reflect management’s focus on building a larger recurring revenue base and improving capital efficiency.
Financial Outlook
Aurionpro’s revenue is projected to increase from ₹14.1 billion in FY26 to ₹29.7 billion by FY29, while EBITDA is expected to rise from ₹2.8 billion to ₹6.3 billion during the same period. Profit after tax is estimated to grow from ₹2.1 billion in FY26 to ₹4.6 billion in FY29, supported by growth across its AI, mobility and data centre businesses
Aurionpro appears to be positioning itself for long-term growth by strengthening its presence across artificial intelligence, transit mobility and data centre solutions. The company’s focus on proprietary products, recurring revenue streams and deeper customer relationships reflects a clear shift towards higher-value businesses. Its expansion across multiple technology segments, supported by strategic investments and innovation, provides a diversified growth platform that could help improve profitability, scale and competitive positioning over the coming years.
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