ALFA Finder| Revenue growth | Q2 -3.8% YoY, flat QoQ; H1 -2.0% YoY |
|---|---|
| Margins | Q2 EBITDA 17.60%, down 198 bps YoY, 66 bps QoQ |
| Demand visibility | Multiyear contracts cited; no quantified visibility |
| Management confidence | H2 expected to outperform H1 per Chairman |
Growth
Q2 revenue -3.8% YoY, flat QoQ; EBITDA -13.6% YoY; PAT -10.7% YoY, +9.6% QoQ. H1 revenue -2.0%, PAT -10.1% YoY.
Outlook
No numeric guidance; management expects H2 better than H1. Vision 2030 targets $500 Mn revenue. No capex plans stated.
Risks
Free POCs and reduced team sizes cannibalise near-term revenue; EBITDA margin down 198 bps YoY; top 10 clients 58% of revenue.
Last quarter's promises, checked
Partly delivered
- H2 growth 'hopeful' (Q1) → H2 expected above H1 per Chairman, unquantified; Q2 -3.8% YoY (= PARTIAL)
- Pipeline USD25M→USD28M (Q1) → no Q2 pipeline figure (= PARTIAL)
- Headcount down, revenue up → headcount cut, revenue -3.8% YoY (= PARTIAL)
Missed
- FY27 rev ₹1,200–1,250 Cr (reaffirmed Q1) → H1 rev -2.0% YoY; no numeric guide at Q2 (= MISS)
- Top-10 client share 58→56% (Q1) → Q2 reports 58% (= MISS)
Investor Presentation filed with NSE, NSE: SAKSOFT. Summary written with AI assistance from the document.
Saksoft Ltd: key numbers
- Share price
- ₹134.70
- Market cap
- ₹1,785 Cr
- Revenue (annual)
- ₹1,007 Cr
- Net profit (annual)
- ₹133.3 Cr
- P/E (TTM)
- 14.1×Sector 23.6×
- Promoter holding
- 66.72%+0.00% QoQ
- FII holding
- 1.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Saksoft Ltd
All →Saksoft Earnings Call Transcript: Key Takeaways
Saksoft reported stagnant quarterly revenue as AI-driven efficiency gains cannibalize traditional billing hours.
- Call
- Guides 40% growth
Saksoft Dividend
Saksoft declared an interim dividend of ₹0.5 per equity share for FY 2026-27. The record date is November 10, 2026, with payment by December 3, 2026.
Saksoft Q2 FY27 Results: Net Profit ₹32.1 Cr, Down 10.8% YoY
Saksoft Ltd reported revenue from operations of ₹248.6 Cr (-3.8% YoY) and net profit of ₹32.1 Cr (-10.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹32.1 Cr · -10.8% YoY
Saksoft Board Meeting Date
Saksoft schedules a 04 Nov 2026 board meeting on Q2 results and an interim dividend. Interim dividend record date is 10 Nov 2026.
Saksoft Other Announcement
Saksoft Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI LODR regulations.
Saksoft Employee Stock Options
Saksoft filed a postal ballot notice to amend its ESOP 2009 scheme and grant 66,27,562 options to its subsidiary CEO. No rupee value disclosed.