📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-07-31 18:20
0 analysed today
FollowTelegram
0
Today
151,853
All-time analysed
43,533
Positive
6,742
Negative
92,741
Neutral
8,769
Watch
📊 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).
Sagarsoft Q1 Turnaround: Rs 2.89 Cr Consolidated Profit on Rs 54.49 Cr Revenue
Sagarsoft (India) Ltd reported a significant financial turnaround in Q1 FY27 (ending June 2026), posting a consolidated net profit of Rs 2.89 Cr compared to a loss of Rs 9.04 Cr in the preceding quarter. Consolidated revenue from operations grew 45.8% sequentially to Rs 54.49 Cr, largely driven by its four US-based subsidiaries. While the standalone Indian operations remain in a marginal loss of Rs 0.61 Cr, the consolidated group has returned to profitability after a loss-making FY26. The company's market cap of Rs 93 Cr makes this quarterly profit figure highly material.
Confidence: HIGH
What changedThe company has swung from a heavy loss-making position in the previous quarter to a profitable one, with a sharp increase in consolidated revenue.
Why it mattersFor a micro-cap company with a market cap of Rs 93 Cr, a quarterly profit of nearly Rs 3 Cr is significant, potentially signaling a structural recovery after a difficult FY26 where it lost Rs 15 Cr.
Consolidated Revenue (Q1): Rs 54.49 CrConsolidated Net Profit (Q1): Rs 2.89 CrQ1 Revenue vs TTM Revenue: 33.2%Consolidated EPS: Rs 3.07Standalone Net Loss: Rs 0.61 Cr
📅 Short termThe stock is likely to react positively in the short term as the market digests the turnaround from losses to profitability and the strong sequential revenue growth.
📈 Long termLong-term value depends on the company's ability to scale its US staffing and IT services while stabilizing its standalone Indian operations.
⚠ Risk flags
- High dependence on US subsidiaries for profitability
- Standalone entity remains loss-making
- High employee cost concentration
Key Highlights
Consolidated Revenue from operations increased 34.3% YoY to Rs 54.49 Cr from Rs 40.57 Cr in June 2025.
Turnaround to a Consolidated Net Profit of Rs 2.89 Cr from a loss of Rs 9.04 Cr in Q4 FY26.
Consolidated EPS improved to Rs 3.07 for the quarter, compared to a negative Rs 10.22 in the previous quarter.
Employee benefit expenses remain the largest cost component at Rs 35.20 Cr, accounting for 64.6% of consolidated revenue.
Standalone operations reported a loss of Rs 0.61 Cr, highlighting that the entire profit is generated by overseas subsidiaries.
👀 What to Watch
Investors should monitor the sustainability of the US subsidiaries' performance, as they are the sole profit drivers. Watch for management commentary on whether the revenue jump is due to new client acquisitions or one-time project milestones.
Sagarsoft Q1 Results: Consolidated PAT turns positive at ₹2.89 Cr; Revenue up 34% YoY
Sagarsoft (India) Ltd reported a significant turnaround in Q1 FY27, with consolidated revenue reaching ₹54.49 Cr, a 34.3% increase compared to ₹40.57 Cr in Q1 FY26. The company posted a consolidated net profit of ₹2.89 Cr, reversing a substantial loss of ₹9.04 Cr in the preceding quarter (March 2026). This performance is critical as the company had a TTM loss of ₹15 Cr and negative OPM. The turnaround is primarily driven by its US-based subsidiaries, as the standalone Indian operations reported a marginal loss of ₹0.61 Cr.
Confidence: HIGH
What changedThe company has transitioned from a loss-making entity in FY26 to a profitable one in the first quarter of FY27, driven by strong consolidated performance.
Why it mattersAfter a 50% decline in share price over the last 12 months and a negative ROCE of -16%, this turnaround in profitability is a vital signal for potential recovery in shareholder value.
Consolidated Revenue (Q1): ₹54.49 CrConsolidated PAT (Q1): ₹2.89 CrQ1 Revenue vs TTM Revenue: 33.2%YoY Revenue Growth: 34.3%Consolidated EPS: ₹3.07
📅 Short termThe stock may see positive momentum in the coming days as the market reacts to the sharp turnaround from losses to a ₹2.89 Cr profit.
📈 Long termIf the company maintains this quarterly revenue run rate of ₹54 Cr+, it is on track to significantly exceed its FY26 annual revenue of ₹164 Cr, potentially leading to a structural re-rating.
⚠ Risk flags
- High dependence on US subsidiaries for profitability
- Standalone Indian operations remain loss-making (₹0.61 Cr loss)
- High employee cost concentration
Key Highlights
Consolidated Revenue from operations grew 34.3% YoY to ₹54.49 Cr from ₹40.57 Cr.
Turned profitable with a Consolidated PAT of ₹2.89 Cr compared to a loss of ₹4.31 Cr in the same quarter last year.
Consolidated EPS improved to ₹3.07 for the quarter, up from ₹-10.22 in the March 2026 quarter.
Employee benefit expenses accounted for ₹35.20 Cr, representing 64.6% of consolidated revenue.
Total consolidated income for the quarter (₹54.74 Cr) represents approximately 33.2% of the entire TTM revenue of ₹164 Cr.
👀 What to Watch
Investors should monitor the sustainability of the margins in the US subsidiaries (IT Cats LLC, Sapplica Inc., etc.) and check if the standalone Indian operations can achieve break-even in the next two quarters.
