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Latest filing: 2026-08-13 17:51
538 analysed today
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All-time analysed
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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
2 announcements match the current filters (relevance ≥ 5).
Rs 3.48 Cr Revenue in Q1 FY27, up 42% YoY; Standalone PAT nearly doubles to Rs 18.48 Lakhs
Lee & Nee Softwares reported a standalone revenue of Rs 3.48 Cr for Q1 FY27, marking a 42.6% increase from Rs 2.44 Cr in the same quarter last year. Standalone Net Profit rose 91.9% YoY to Rs 18.48 Lakhs, up from Rs 9.63 Lakhs. While the growth percentages are high, the absolute figures remain small for this micro-cap company (Market Cap Rs 37 Cr). Consolidated revenue stood at Rs 3.61 Cr, with subsidiaries contributing approximately Rs 21.4 Lakhs to the top line.
Confidence: HIGH
What changedThe company has reported its Q1 FY27 financial results, showing a significant year-on-year improvement in both revenue and profitability compared to Q1 FY26.
Why it mattersFor a micro-cap company with historically low profitability, a near-doubling of quarterly profit (albeit on a low base) is a positive signal for operational recovery, though scale remains a challenge.
Standalone Revenue (Q1 FY27): Rs 3.48 CrYoY Revenue Growth: 42.6%Standalone PAT (Q1 FY27): Rs 18.48 LakhsQ1 Revenue vs TTM Revenue: 29%Promoter Holding: 69.92%
📅 Short termThe stock may see positive sentiment in the short term due to the sharp YoY growth in net profit and steady revenue growth.
📈 Long termStructural growth depends on the company's ability to scale its IT Enabled Services beyond the current ~Rs 12-15 Cr annual revenue range and achieve sustainable operating margins.
⚠ Risk flags
- Micro-cap liquidity risk
- Thin operating margins
- High P/E valuation relative to historical earnings
Key Highlights
Standalone revenue from operations increased 42.6% YoY to Rs 347.56 Lakhs.
Standalone Net Profit grew 91.9% YoY to Rs 18.48 Lakhs compared to Rs 9.63 Lakhs in Q1 FY26.
Total standalone expenses rose to Rs 345.20 Lakhs, with employee benefit expenses at Rs 141.35 Lakhs.
Consolidated revenue for the quarter reached Rs 361.23 Lakhs, including two subsidiaries.
Promoter holding saw a marginal increase to 69.92% as of June 2026 from 69.78% in March 2026.
👀 What to Watch
Investors should monitor if the company can maintain this revenue growth trajectory and improve its thin operating margins. The high P/E ratio of 120.5 suggests the market is pricing in significant future growth which must be supported by consistent quarterly performance.
Rs 0.18 Cr Net Profit in Q1; Revenue Grows 42% YoY; New Independent Director Appointed
Lee & Nee Softwares reported a standalone net profit of Rs 18.48 Lakhs for the quarter ended June 30, 2026, nearly doubling from Rs 9.63 Lakhs in the same period last year. Revenue from operations grew 42.4% YoY to Rs 3.48 Cr, representing approximately 29% of the company's TTM revenue. The board also approved the appointment of Mrs. Kirrti Lahoti as an Independent Director for 5 years following the resignation of Mrs. Sumita Mahadevan. Despite the growth, the company remains a micro-cap with a market capitalization of just Rs 37 Cr and historically thin margins.
Confidence: HIGH
What changedThe company reported its Q1 FY27 financial results showing significant YoY growth in both top and bottom lines, alongside a change in its Independent Director composition.
Why it mattersFor a micro-cap company with a Rs 37 Cr market cap, a return to consistent profitability and revenue growth is critical for valuation re-rating, especially given the current high P/E of 120.5.
Revenue (Q1 FY27): Rs 3.48 CrNet Profit (Q1 FY27): Rs 0.18 CrRevenue vs TTM Revenue: 29.0%YoY Revenue Growth: 42.4%EPS (Q1 FY27): Rs 0.03
📅 Short termThe stock may see positive sentiment due to the sharp YoY increase in net profit and revenue, though low liquidity in micro-caps remains a factor.
📈 Long termLimited; while the quarterly growth is positive, the company needs to demonstrate sustained scalability and margin improvement beyond its current small operational base.
⚠ Risk flags
- Micro-cap liquidity risk
- High P/E ratio of 120.5
- Historically low ROCE of 1.0%
Key Highlights
Revenue from operations increased to Rs 3.48 Cr in Q1 FY27 from Rs 2.44 Cr in Q1 FY26.
Net profit for the quarter rose to Rs 18.48 Lakhs, a 91.9% increase compared to Rs 9.63 Lakhs YoY.
Total expenses for the quarter stood at Rs 3.45 Cr, with employee benefits being the largest component at Rs 1.41 Cr.
Mrs. Kirrti Lahoti appointed as Additional Independent Director for a 5-year term starting August 13, 2026.
Total Comprehensive Income for the period reached Rs 50.07 Lakhs, aided by gains in equity instruments.
👀 What to Watch
Investors should monitor if the company can maintain this quarterly revenue run-rate of ~Rs 3.5 Cr to improve its TTM performance and address its historically negative operating margins (-3.7%).
