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Nanta's earnings call adds little beyond its recent order win and AI targets

The June 5 transcript is a rehash of Q4 results and the ₹14.4 cr Connplex robot deal. No new numbers.

2 earlier stories on Nanta Tech Ltd.
Mkt cap₹205 cr
P/E25.12×
ROE33.45%
Debt / eq.0.04
₹49 cr Nanta's Q4 FY26 revenue, already disclosed before the call.

What's new

  • Nanta held its H2 FY26 earnings call on June 5; the transcript adds no new financial or strategic data.
  • Management reiterated the target of 60-65% of FY27 revenue from robotics and AI, which we already reported.
  • The call followed the ₹14.4 cr Connplex robot contract win announced three days prior.

Why this matters

For a ₹205 cr market-cap company, the call was an opportunity to quantify the pipeline behind the Connplex deal or refine the AI/revenue split. It didn't. The absence of new detail leaves the prior disclosures standing alone.

What we're watching

  • Whether the Connplex deal converts to a firm order and when.
  • Actual Q1 FY27 revenue mix to test the 60-65% robotics/AI target.
  • Order intake beyond the single disclosed contract.

The full read

Nanta Tech's H2 FY26 earnings call was a procedural replay. The ₹49 cr Q4 revenue and ₹6 cr profit were already out. The ₹14.4 cr Connplex robot deal, announced three days before the call, was reiterated without new detail. The 60-65% AI/robotics revenue target for FY27 was restated verbatim. For a ₹205 cr market-cap company that just posted its first major robot contract, the call was a missed chance to add substance. What's missing is a pipeline update. One deal doesn't make a transition.

Questions answered

Did Nanta announce any new financial results on the call?
No. The call covered the already-disclosed Q4 FY26 results: ₹49 cr in sales and ₹6 cr in net profit.
What is the Connplex deal, and was it discussed?
Nanta won a ₹14.4 cr, three-year contract to supply 100 robots to Connplex Cinemas. The call reiterated the win but added no new commercial terms.
How does Nanta plan to shift its revenue mix?
Management is targeting 60-65% of FY27 revenue from robotics and AI, up from a lower base. This target was stated in earlier filings.
Is there anything new for investors in this transcript?
Not materially. The transcript is a qualitative reiteration of facts already in the public domain, which is typical for a company of this size.
Mentioned: ₹14.4 cr Connplex deal · 60-65% AI/robotics target · ₹49 cr Q4 revenue
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Nanta Tech Ltd.

Software Services
₹210 cr
P/E 25.75×

Latest quarter · Mar 2026

Sales₹49 cr
Net profit₹6 cr
Op. margin+17.3%
EPS₹11.65

Strength & growth

Debt / equity0.04×
Current ratio1.75×
Financials via Tijori — a research aid, not investment advice.NANTA on Tijori

Story so far

All notes on NANTA →
  1. 11 Jun 2026 · 5:18 PM IST Nanta's earnings call adds little beyond its recent order win and AI targets
  2. 3d ago Nanta Tech lands ₹14.4 cr robot deal with Connplex Cinemas
  3. 6d ago Nanta Tech targets 60-65% revenue from robotics, AI in FY27