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Earnings Call

Fidel Softech Earnings Call: Key Takeaways

Fidel Softech achieved a major milestone, crossing ₹100 Cr annual revenue in FY26. The firm is transitioning to a global hybrid delivery model following strategic acquisitions in Japan and the US.

Highlights
Revenue growth85% YoY annual growth; 155% YoY Q4 growth.
MarginsEBITDA margin 19.2%; outlook for improvement as overseas scale matures.
Demand visibilityStrong; winning deals in $300k-$1M range.
Management confidenceHigh; citing 16 consecutive quarters of growth since IPO.

Growth

FY26 revenue grew 85% YoY to ₹102.35 Cr; PAT rose 50% to ₹14.05 Cr.

Outlook

Targeting 5x revenue growth (₹300 Cr) in 5 years with 30-40% CAGR and double-digit PAT margins.

Risks

Slight moderation in margins due to scaling investments; structural shift from offshore to onsite revenue recognition.

Source

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

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Fidel Softech Ltd: key numbers

Share price
₹168.00
Market cap
₹231.0 Cr
Revenue (annual)
₹102.4 Cr
Net profit (annual)
₹13.81 Cr
P/E (TTM)
16.7×Sector 22.1×
Promoter holding
73.06%+0.00% QoQ
FII holding
0.01%Current quarter

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

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Earnings Call

Fidel Softech Earnings Call: Key Takeaways

Fidel reports a breakout Q4 with triple-digit YoY revenue growth driven by international acquisitions, though standalone India revenue shows a structural shift toward onsite delivery.