Growth, business-unit performance, operations, customers and strategic signals across the Pavion platform.
Revenue of $6000M is growing 30.5%, but the equity re-rate hinges on revenue quality: recurring mix sits at 9% against the 45% target. Convert the $17M weighted pipeline and $13M of cross-sell whitespace into annuity revenue.
8 of 8 headline metrics improving vs prior · still off target: Revenue $6.00B vs $7.50B, Recurring Fee Income $125M vs $140M, Recurring Mix 9.1% vs 10.0%
Lifting recurring mix from 9% to 45% reframes ≈ $2154M of revenue as higher-multiple annuity — the swing that re-rates the platform.
Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.
South India GM 200bps below plan amid RFI/ISC integration drag.
Lucknow Collections Team — multi-region DC security + Risk Analytics Suite (Security + Monitoring) carries $11.49M at 60% — the largest single mover in the $17M weighted book.
Prioritize solution design; align certified-tech coverage in new metros.
News signal converted to qualified, credit-cleared multi-region pursuit.
Monthly revenue (bars) and adjusted EBITDA (line), $M.
Weighted pursuits — signal-driven items sourced from news/EDGAR adapters.
| Opportunity | Solution | Stage | Prob. | Value |
|---|---|---|---|---|
| signalLucknow Collections Team — multi-region DC security + Risk Analytics Suite | Security + Monitoring | Proposal | 60% | $11.49M |
| signalA. Sharma — hub perimeter + video analytics | Security | Qualify | 45% | $7.72M |
| Kaiser — nurse call + RTLS refresh | Integration | Proposal | 50% | $5.7M |
| UPS — fire + mass notification bundle | Fire Safety | Qualify | 40% | $4.32M |
| signalAlign — mfg expansion AV + access | Integration + Security | Develop | 48% | $2.85M |
| signalS. Kumar — Security cross-sell (11 sites) | Security + Risk Analytics Suite | Develop | 55% | $1.29M |
News + EDGAR adapter feed linked to accounts, suppliers and competitors.
| Source | Signal | Entity | Type | Materiality | Implication |
|---|---|---|---|---|---|
| News | Lucknow Collections Team announces new US cloud regions | Lucknow Collections Team | Expansion | High | → multi-region DC security opportunity |
| EDGAR | A. Sharma 10-K: elevated hub-automation capex | A. Sharma | Capex | High | → perimeter + analytics pull-through |
| News | S. Kumar expanding data-center footprint | S. Kumar | NewFacility | Medium | → cross-sell 11 fire-only sites |
| EDGAR | Retail Home Buyers (Gomti Nagar) filings show continued store closures | Retail Home Buyers (Gomti Nagar) | Distress | Medium | → churn + credit watch |
| News | Hanwha flags component lead-time pressure | National Housing Bank | Supply | Medium | → supplier risk, dual-source 2 SKUs |
| News | Competitor acquires regional fire integrator | Competitor | M&A | Medium | → defend South India accounts |
Fire Safety · Security · Integration.
Retail home loan origination and servicing for salaried and self-employed borrowers pan-India.
Secured lending to individuals and SMEs using residential/commercial property as collateral.
Project-based lending to developers for residential and mixed-use construction.
Installed-base health, SLAs and code compliance across the monitored estate.
Top accounts with value, retention, score and untapped cross-sell.
| Account | Tier | Industry | Revenue | ARR | NRR | Whitespace | Score | Churn |
|---|---|---|---|---|---|---|---|---|
| A. Sharma | Global | Lease Rental Discounting | $17.1M | $4.04M | 108% | $1.93M | 89 | Low |
| Lucknow Collections Team | Global | Affordable Housing | $14.8M | $4.78M | 119% | $2.94M | 92 | Low |
| S. Kumar | Global | Retail Mortgages | $13.05M | $2.85M | 112% | $1.29M | 87 | Low |
| M. Gupta | Global | Urban Home Finance | $11.86M | $3.49M | 104% | $1.65M | 81 | Medium |
| UPS | National | Lease Rental Discounting | $10.39M | $2.67M | 106% | $1.47M | 84 | Low |
| IBM | Global | Affordable Housing | $8.92M | $2.39M | 101% | $1.01M | 78 | Medium |
| Developers (Construction Finance) | National | Urban Home Finance | $6.62M | $1.75M | 105% | $1.19M | 79 | Medium |
| Retail Home Buyers (Gomti Nagar) | National | Retail | $5.88M | $1.56M | 97% | $0.55M | 64 | High |
| SME Owners (Jaipur) | National | Affordable Housing | $5.33M | $1.93M | 110% | $0.83M | 86 | Low |
| Merchant Partners via BharatPe | National | Self-Employed Lending | $3.77M | $1.1M | 100% | $0.37M | 72 | Medium |