Hyderabad
(Telangana) [India], December 22 : Telecanor
Global Ltd, a Hyderabad-based microcap company with a market capitalisation of
approximately ₹29 crore, announced a bold strategic revival on Friday, 19
december with the launch of an artificial intelligence (AI)–driven platform for
Institutional investors in the Quantitative Investment Strategies (QIS) market,
a global segment valued at approximately USD 850 billions.
The AI-led
platform is designed to automate complex QIS workflows and convert lengthy
index rulebooks into executable trading strategies in minutes, a process that
currently requires 30–40 hours of manual work.
Telecanor
plans a well-phased rollout: Phase I, expected within 10 months, focuses on
automatic PDF-to-code conversion and backtesting; Phase II, scheduled between
10 and 18 months, introduces an AI copilot to refine strategies; and Phase III,
expected beyond 18 months, provides hosting and execution infrastructure for
institutional clients.
The
SaaS-based model aims to deliver high operating margins of around 70-80% post
R&D, with projected annual recurring revenues reaching ₹7.5 crore in the
first year, with up to 5 client base, and projected recurring revenues up to
₹83 crore by the third year, with up to 60 client base. The company is shifting
from legacy analytics to a scalable, AI-driven fintech business, aiming for
recurring revenue and long-term growth.
This
AI-powered QIS platform launch will mark a significant turnaround for
Telecanor, which recently has reported stellar Q2,2025 revenue of ₹5.74 crore
and a profit after tax of ₹2.53 crore, reflecting operational efficiency and
financial discipline.Despite this profitability, the company currently trades
only at a PE ratio of approximately 8.98, a level widely regarded as low for an
IT and AI-focused business.
Adding to
its strategic profile, Telecanor, with a market capitalisation of just around
₹29 crore, owns a land bank independently valued at approximately ₹152.46
crore, as per the report submitted to BSE. Importantly, this valuation reflects
a significant appreciation following the Andhra Pradesh government’s announcement
of the proposed Google AI Center hub with ₹1.5 lakh crore investment
initiatives. Telecanor’s land, located at Marripalem and Rajala Agraharam
villages, Rambilli Mandal, Anakapalli district, lies just ~600 meters from the
upcoming hub. This proximity has materially enhanced the land’s strategic
worth, offering near-term monetisation potential through IT/AI parks, corporate
or institutional leasing, employee housing, and mixed-use infrastructure
aligned with the emerging technology ecosystem.
The Board has
confirmed that the initiative will be executed within approved R&D budgets,
with no related-party transactions involved. It emphasised that the platform
will serve strictly as a technology and tooling solution and will not provide
investment advice or execution services without compliance with applicable
regulations. Key risks, including technical complexity, data licensing
dependencies, institutional procurement cycles, and evolving AI regulations,
will be actively monitored.
Telecanor
stated that the AI-QIS platform represents its long-term commitment to
innovation, governance, and sustainable value creation, and further updates on
product development and strategic progress will be shared in line with
regulatory requirements.
