Aurionpro Solutions Stock Surges 8% in February 2026: A Deep Dive into Its Latest Global Data Centre Order Win

Aurionpro Solutions Stock Surges 8% in February 2026: A Deep Dive into Its Latest Global Data Centre Order Win

Aurionpro Solutions Ltd. witnessed a significant surge in its stock price, climbing an impressive 8% on February 18, 2026, following the announcement of a major order win from a leading global data centre developer and operator. This high-value deal involves the comprehensive design and execution of a brownfield data centre facility in Mumbai, underscoring Aurionpro's growing prowess in India's critical digital infrastructure space. The stock's robust performance comes amidst a generally subdued trend for the broader Indian IT sector on the same trading day, highlighting investor confidence in the company's strategic wins and market positioning.

The Catalyst

On February 18, 2026, Aurionpro Solutions announced it had secured a strategic, high-value contract for a brownfield data centre project in Mumbai. The engagement, awarded by a prominent global data centre developer and operator, encompasses the complete design and execution of the facility within a live operational campus environment. This project is slated for implementation over the next three quarters. The win reinforces Aurionpro’s standing as a trusted partner capable of delivering complex, hyperscale data centre infrastructure, covering engineering, design, construction, commissioning, and lifecycle support.

This significant order arrives at a pivotal time for India's data centre market, which is experiencing rapid expansion driven by increasing demand for hyperscale infrastructure, Artificial Intelligence (AI) workloads, and supportive government policies. Mumbai alone accounts for a substantial 53% of India's total operational data centre capacity, making this a strategically important location for such projects. Earlier in February 2026, Aurionpro also secured a data centre infrastructure expansion project with IDBI Bank, further solidifying its position in the financial services sector.

Financial Forensics

Aurionpro Solutions has demonstrated strong financial momentum leading up to this order win. For the third quarter (Q3) of Financial Year 2026 (FY26), ended December 31, 2025, the company reported total revenue of ₹371 crore, marking a healthy 21% Year-on-Year (YoY) growth. Earnings Before Interest, Taxes, Depreciation, and Amortisation (EBITDA) for Q3 FY26 stood at ₹75 crore, an 18% YoY increase, with EBITDA margins maintaining a strong 20%.

However, Profit After Tax (PAT) for Q3 FY26 was ₹44 crore, an 8% YoY decline. This dip was primarily attributed to a one-time charge of ₹8.10 crore related to the implementation of a new labour code. Excluding this exceptional item, the underlying profitability remains robust. For the nine months ended December 31, 2025 (9M FY26), revenue from operations witnessed a substantial 26% YoY growth, reaching ₹1,066 crore, while EBITDA increased 23% YoY to ₹216 crore. PAT for the nine-month period grew 9% YoY to ₹150 crore.

The company maintains a substantial order book, exceeding ₹1,650 crore as of its recent updates, providing strong revenue visibility for the upcoming periods. Aurionpro Solutions is also virtually debt-free, indicating a strong balance sheet.

Aurionpro Solutions: Key Financial Metrics (Q3 FY26 vs. Q3 FY25)

Particulars (₹ Crore)	Q3 FY26 (Ended Dec 31, 2025)	Q3 FY25 (Ended Dec 31, 2024)	YoY Growth (%)
Revenue	371	306	21%
EBITDA	75	64	18%
EBITDA Margin	20%	21%	-1%
PAT	44	48	-8%
One-time Charge	8.10	0	N.A.
Order Book	>1,650	N.A.	N.A.

Source: Aurionpro Solutions Financial Results, FinScann Analysis

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Market Impact

The news of the major data centre order spurred a strong positive reaction from investors, propelling Aurionpro Solutions stock to an intraday high of ₹1,002.6 on February 18, 2026, reflecting a 7.88% gain during the trading session. This upward momentum was particularly noteworthy as the broader Indian equity benchmarks, including the Nifty 50 and Sensex, traded with marginal movements or even slipped into negative territory on the same day. The IT sector, overall, faced selling pressure, making Aurionpro’s surge a clear outlier.

The current market sentiment is also highly receptive to companies leveraging AI-driven infrastructure. The Union Budget 2026 has positioned the IT sector as a core growth driver, offering incentives such as a tax holiday until 2047 for foreign companies sourcing data centre services in India and streamlining safe harbour provisions for IT services, which directly benefits players like Aurionpro. Analysts are optimistic about Aurionpro’s future, with an average 1-year price target of ₹1,601.4, and some forecasts reaching as high as ₹1,648.5. Other research reports also suggest target prices up to ₹2,070.

Key Takeaways

• Strategic Order Win: The major data centre project from a global developer in Mumbai significantly enhances Aurionpro's presence and credibility in the burgeoning data centre infrastructure market.
• Strong Financial Performance: Despite a one-time charge impacting Q3 PAT, the company has delivered robust revenue and EBITDA growth for both Q3 and 9M FY26, showcasing operational efficiency.
• Government Support: The Union Budget 2026's focus on digital infrastructure, AI, and data centre incentives provides a strong tailwind for Aurionpro’s business model.
• Debt-Free Status & Order Book: A virtually debt-free balance sheet and a substantial order book exceeding ₹1,650 crore provide financial stability and future revenue visibility.
• Sectoral Tailwinds: The global push towards AI and cloud adoption necessitates massive data centre expansion, a trend Aurionpro is well-positioned to capitalize on.

FinScann Verdict

Aurionpro Solutions' latest order win is a potent signal of its strengthening position in the high-growth data centre and critical infrastructure segment. Despite short-term impacts on PAT from one-off charges, the underlying business fundamentals remain robust, supported by strong revenue growth and a healthy order pipeline. FinScann believes the company is strategically aligned with India's digital transformation agenda and global tech trends, making it an attractive proposition for investors seeking exposure to the high-potential IT infrastructure space.

Moat Analysis & Investment Play

Aurionpro Solutions leverages a "specialized expertise moat" in designing, building, and maintaining complex, mission-critical data centre infrastructure, particularly within challenging live operational environments. This capability creates high switching costs for clients and fosters long-term relationships. The "investment play" here is a niche market leader poised for significant growth, driven by India's accelerating demand for digital infrastructure, coupled with the company's expanding portfolio into AI-native solutions and smart transit. The ability to execute large, complex projects for global clients and leading financial institutions like IDBI Bank further solidifies its market position.

Q: What does Aurionpro Solutions do? A: Aurionpro Solutions is a global technology solutions company that provides enterprise software and IT solutions. Its key business segments include banking and fintech, technology innovation group, and data centre infrastructure services, offering end-to-end solutions from design to execution and maintenance.

Q: What is the significance of this latest data centre order? A: This major order from a global data centre developer for a Mumbai facility signifies Aurionpro's enhanced capability and credibility in delivering complex, hyperscale data centre infrastructure. It positions the company to capitalize on India's booming data centre market, driven by AI and digital transformation, and provides strong revenue visibility for the coming quarters.

Q: How have Aurionpro Solutions' recent financial results been? A: For Q3 FY26 (ended December 31, 2025), Aurionpro reported 21% YoY revenue growth and 18% YoY EBITDA growth. While PAT saw an 8% YoY decline due to a one-time labour code charge of ₹8.10 crore, the 9M FY26 figures show strong 26% YoY revenue growth and 23% YoY EBITDA growth, indicating robust underlying operational performance. The company also maintains a substantial order book and is virtually debt-free.

Q: What is the future outlook for Aurionpro Solutions? A: The outlook for Aurionpro Solutions appears positive, supported by its strong order book, expertise in high-demand areas like data centres and AI infrastructure, and favorable government policies. Analysts project a significant upside for the stock, with average 1-year price targets around ₹1,601.4, and some forecasts going higher, reflecting confidence in its growth trajectory in the digital infrastructure and IT services space. The company is also focused on achieving its Vision 2030, aiming to be a leading global player, with management highlighting increased investments in AI and payment technologies.

Disclaimer: For information only; not investment advice. Stock market investments carry risks. Please consult a SEBI-registered advisor before investing. FinScann assumes no liability for decisions made based on this report.