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Earnings Call

Fidel Softech Earnings Call: Key Takeaways

Fidel Softech reported breakout Q4FY26 results with 155% YoY revenue growth, driven by IT consulting and language localization services.

Highlights
Revenue growthQ4 revenue grew 155% YoY and 47% QoQ to ₹37.27cr.
MarginsTargeting double-digit PAT; seeing margin moderation during scale-up phase.
Order bookRecent 100M JPY managed services deal; pipeline for AI-led POCs.
Demand visibilityStrong from existing US/Japan clients moving to on-site/hybrid models.
Management confidenceHigh; citing 16 consecutive quarters of growth and breakout performance.

Growth

FY26 revenue hit ₹102.35cr (up 85% YoY); PAT at ₹14.05cr (up 50% YoY).

Outlook

Internal target '5X in 5 years' reaching ₹500cr revenue; midterm goal ₹300cr in 3-3.5 years.

Risks

Geopolitical factors impacting near-term outcomes; structural shift from offshore to lower-margin on-site delivery models.

Source

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

Read the document ↗

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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15:16 IST NSE
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.