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Earnings Call Transcript

Excelsoft Technologies Earnings Call Transcript: Key Takeaways

Excelsoft reported strong Q1FY27 with Revenue up 44% YoY to ₹80.26 Cr and PAT up 57% to ₹9.23 Cr. Strategy focuses on AI-native products and global nearshore delivery expansion.

Guidance and delivery
Management target Revenue 30.0% FY27
Highlights
Revenue growth44.05% YoY growth in Q1 FY27.
MarginsShort-term moderation (16.24%) due to strategic investments.
Order bookSecured ₹40 Cr from nearshore engagements for FY27.
Demand visibilityStrong; robust deal pipeline in digital assessments.
Management confidenceHigh; targeting ₹1,000 Cr company milestone.

Growth

Revenue grew 44.05% YoY; Education Technology Services (ETS) spiked 177% YoY. PAT margins improved to 11.5%.

Outlook

Guided FY27 revenue of ₹350-360 Cr with 24-25% EBITDA margins. Pursuing three acquisition targets in US and India.

Risks

EBITDA margin contraction due to front-loaded AI investments and high-cost nearshore resource hiring.

Last quarter's promises, checked

Delivered

  • Guided 20-25% revenue growth → delivered 44.05% (= BEAT)
  • Guided EBITDA margins 30-31% → delivered 16.24% (= MISS)
  • Guided nearshore team revenue potential 15% > cost → delivered ₹40 Cr vs ₹34 Cr cost (= BEAT)

Partly delivered

  • Guided closure of acquisition diligence → still pursuing 3 targets (= PARTIAL)

Missed

  • Guided EBITDA margins 30-31% → delivered 16.24% (= MISS)
Source

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

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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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