ALFA Finder
The call ran from 1:31 PM to 2:20 PM IST (50 min).
Key takeaways
Saksoft reported stagnant quarterly revenue as AI-driven efficiency gains cannibalize traditional billing hours.
| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | Broadly flat at ₹249 Cr; H1 down 2% YoY. |
|---|---|
| Margins | EBITDA margin moderated to 17.6% due to leadership investments. |
| Demand visibility | Strong pipeline but slow US conversion rates. |
| Management confidence | Optimistic on AI transition despite current revenue stagnation. |
Growth
Flat revenue at ₹249 Cr; H1 FY27 revenue declined 2% YoY.
Outlook
Targeting USD 500 million revenue by 2030 through non-linear growth and M&A.
Risks
Revenue cannibalization from AI-led efficiency and client in-sourcing of projects.
Last quarter's promises, checked
Delivered
- Guided muted Q2 → flat ₹249 Cr revenue (= BEAT)
Partly delivered
- Guided FY27 ₹1,200–1,250 Cr, H2 growth → H1 down 2% YoY, ₹1,200 Cr still held (= PARTIAL)
- Pipeline >$25M → $28M, conversion slow (= PARTIAL)
Missed
- Guided 16 $1M+ clients to grow with revenue → held at 16, revenue flat (= MISS)
- Guided employee cost not rising → margin 18.26% fell to 17.6% on leadership spend (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Saksoft Q2 FY27 Results: Net Profit ₹32.1 Cr, Down 10.8% YoY
Saksoft Ltd reported revenue from operations of ₹248.6 Cr (-3.8% YoY) and net profit of ₹32.1 Cr (-10.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹32.1 Cr · -10.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Vision 2030 targets $500 Mn revenue. Hired Chief Growth Officer for Europe and Head for Emerging Verticals.
Growth they described
Revenue marginally declined by 0.2% YoY and 0.1% QoQ. Net Profit fell 9.4% YoY to INR 292.92 Mn.
Call details
| Company | Saksoft Limited |
|---|---|
| NSE symbol | SAKSOFT |
| ISIN | INE667G01023 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 1:30 PM IST |
| Length | 50 min |
| Audio | Our stream on YouTube ↗ |
Saksoft Limited: key numbers
- Share price
- ₹134.70
- Market cap
- ₹1,785 Cr
- Revenue (annual)
- ₹1,007 Cr
- Net profit (annual)
- ₹133.3 Cr
- P/E (TTM)
- 14.1×Sector 23.6×
- Promoter holding
- 66.72%+0.00% QoQ
- FII holding
- 1.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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