“Bullish on ESDS Software Solution for the long term, recommending investors hold a meaningful portion of their allocation to participate in its potential growth in AI and cloud infrastructure. This is driven by an ₹11,831 crore, five-year AI infrastructure agreement with Sharon AI, strong revenue CAGR of 28% (FY24-26), and expanding EBITDA margins. He expects 35-40% or more listing gains, but cautions on valuation at 41.8x FY26 P/E, advising partial profit booking on listing.”