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Earnings Call

Excelsoft Technologies Earnings Call: Key Takeaways

Excelsoft Technologies reported Q4 FY26 revenue of ₹812M (+16% YoY) and full-year FY26 revenue of ₹2,725M (+17% YoY), driven by EdTech services.

Highlights
Revenue growthFY26 revenue ₹2,725M, up 17% YoY.
MarginsQ4 margins hit by ₹8.4Cr consultant costs; recovery expected.
Order bookConfirmed and expected order book exceeds ₹300Cr.
Demand visibilityStrong momentum in AI-led digital learning and vocational assessments.
Management confidenceHigh confidence in 20-25% growth and margin recovery to 31%.

Growth

FY26 PAT grew 25% to ₹434M. Q4 EBITDA margin contracted to 30.3% due to one-off US hiring costs.

Outlook

Guidance for 20-25% organic growth; evaluating inorganic acquisitions and scaling UK/US nearshore teams.

Risks

Margin pressure from nearshore expansion costs; high client concentration (top 5 clients at 68% revenue).

Source

Earnings Call filed with BSE, NSE: EXCELSOFT. Summary written with AI assistance from the document.

Read the document ↗

Excelsoft Technologies Ltd: key numbers

Share price
₹86.62
Market cap
₹996.9 Cr
Revenue (annual)
₹272.5 Cr
Net profit (annual)
₹43.38 Cr
P/E (TTM)
21.3×Sector 22.1×
Promoter holding
59.09%+0.00% QoQ
FII holding
1.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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