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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.

Why this was an Alfa AlertAchieved double-digit EPS of 10.02 and maintained 30-40% growth rate as per start-of-year guidance.
Highlights
Revenue growth155% YoY Q4 growth; 85% full-year growth to ₹102.35cr.
MarginsModeration expected as international business scales up from single digits.
Demand visibilityStrong visibility from OTT, anime, and Japanese SME manufacturing sectors.
Management confidenceConfident, using '5x in 5 years' slogan; cautious on macro factors.

Growth

Revenue up 155% YoY to ₹37.27cr; PAT grew 50% YoY to ₹14.05cr for FY26.

Outlook

Aspirational goal of 5x growth in 5 years, targeting ₹300cr revenue in 3.5 years.

Risks

Structural shift to onsite lowers margins; high trade receivables; geopolitical risks in Japan/US markets.

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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