Saksoft Ltd (NSE:SAKSOFT)

Q2 2026 Saksoft Ltd Earnings Call Transcript

Nov 11, 2025 / 08:30 AM GMT

Release Date Price: ₹202.76 (+4.36%)

Transcript

Key Points

Positve

Saksoft Ltd (BOM:590051) reported a robust revenue growth of 20% year on year for the quarter, with a total revenue of INR 258 crores.
The company's operating EBITDA increased by 38% year on year, with margins improving by 250 basis points to 19.58%.
Net profit for the quarter grew by 38% year on year, with profit after tax margins at 13.91%.
Saksoft Ltd (BOM:590051) has expanded its intelligent products portfolio with new AI accelerators, enhancing revenue predictability.
The company maintains a well-balanced revenue composition across regions and sectors, with significant contributions from the US, Europe, and Asia Pacific.

Negative

The current high EBITDA margin of 19% is not expected to be sustainable, with future margins likely to normalize around 17-18% due to upcoming sales costs.
There is some caution in client spending, particularly in Europe and the US, with clients preferring smaller, segmented projects over large-scale investments.
The company's growth heavily relies on increasing wallet share from existing customers, which poses a risk if vendor consolidation occurs.
Saksoft Ltd (BOM:590051) faces challenges in achieving its ambitious Vision 2030 target, requiring a 40% CAGR, which may necessitate significant acquisitions.
The company is experiencing a high revenue concentration from its top 10 clients, which could pose a risk if these clients reduce their spending.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SAKS.NS - Saksoft Ltd
Q2 2026 Saksoft Ltd Earnings Call
Nov 11, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Saxoft Limited Q2 FY26 earnings conference call hosted by Monarch Network Capital Limited. As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to.

Signal and that there will be an opportunity for you to ask questions after the presentation concludes.

Should you need any assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Vinay Menon from Monarch Network Capital Limited.

Thank you and over to you, sir.

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