Saksoft Limited (SAKSOFT) Earnings Call Transcripts

Saksoft Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Saksoft Limited reported a revenue of INR 249 crores, reflecting a 4% year-on-year growth, while full-year revenue reached INR 1,007 crores, marking a robust 14% increase. The company achieved a net profit of INR 36 crores for the quarter, up 20% year-on-year, and a full-year net profit of INR 133 crores, representing a 23% growth. Management indicated that while decision-making cycles are elongated due to AI-related uncertainties, they expect growth to accelerate as customer confidence returns, targeting a potential 30% growth for FY '27, though they anticipate a more realistic outcome of 14-15%.

Reported metrics

Guidance from management

Management is targeting a growth rate of 30% for FY '27, but realistically expects 14-15% growth based on current market conditions and decision-making delays.

What management said

We can never afford a very big acquisition, Bharat, because of the -- we always do it with internal accruals, maybe a little bit of borrowing, but it's with our own money. So if you buy anything, it will be, I would say, the maximum would be a top line of INR 100 crores, that would be the maximum appetite we would have. We are actively looking all the time even at this point we are looking, but it's too premature to ...

We're going to try and maintain it. There might be a little bit of a dip because of 2 reasons. One, we're investing in AI. And customers are expecting at renewal time contracts to be revised at a lower price because of the AI productivity that AI warrants. So there will be a little bit of compression. Nothing to be really concerned about. I think we are on a good footing because what AI has also done is it's levele...

What analysts pressed on

Analysts expressed concerns over the slow decision-making process among customers due to AI uncertainties and the potential impact on growth. There were also questions regarding the sustainability of margins amidst increased investment in AI.

Main topics on the call

• Revenue Growth and Milestones — Saksoft crossed the significant milestone of INR 1,000 crores in annual revenues, achieving INR 1,007 crores for FY '26, a 14% increase year-on-year. CEO Aditya Krishna stated, "We remain confident in our differentiated ...
• AI Investment and Customer Engagement — Management highlighted increased traction in AI-led revenues, with a focus on optimizing technology spending. They noted, "Customers are increasingly moving away from fragmented support functions towards centralized and ...
• Customer Decision-Making Delays — Despite a strong sales pipeline, management acknowledged that customer decision-making has slowed due to uncertainties surrounding AI. Aditya Krishna remarked, "Decision-making by customers is getting deferred because of...
• Profitability and Margin Expansion — The EBITDA for Q4 FY '26 was INR 45 crores, with margins improving to 18.19%, up 301 basis points year-on-year. The full-year EBITDA margin also expanded to 18.57%. Management aims to maintain margins despite potential c...

Read the full Saksoft Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 16 Saksoft Limited earnings call transcripts on record, spanning May 28, 2020 to May 26, 2026. Based on this history, Saksoft Limited reports semi-annually. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SAKSOFT

Exchange

NSEI

Country

IN

Sector

Information Technology

Industry

IT Services

Calls on record

16

First call

May 28, 2020

Most recent

May 26, 2026

Reporting cadence

semi-annually