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Latest filing: 2026-08-18 18:53
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filings — grounded in each document, but not investment advice and possibly incomplete.
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Compucom Software bags Rs 4.77 Cr skilling order from RSLDC Rajasthan
Compucom Software Limited has received a work/sanction order valued at Rs 4.77 crore from Rajasthan Skill and Livelihoods Development Corporation (RSLDC) under the DDU-GKY 2.0 scheme. The project entails skill training for 350 rural youth and job placement for 245 candidates over an estimated execution period of 36 months. Total order value represents approximately 14.5% of the company's TTM revenue of Rs 33 crore, contributing an average of ~Rs 1.59 crore annually.
Confidence: HIGH
What changedCompucom secured a 36-month government skilling and placement contract worth Rs 4.77 crore in Rajasthan.
Why it mattersProvides steady multi-year revenue visibility (~Rs 1.59 crore/year) and reinforces Compucom's existing presence in Rajasthan state-level education and skill development programs.
Order value: Rs. 4,76,93,450/-Order vs TTM revenue: ~14.5%Execution timeline: Estimated 36 Months approx.Trainees targeted: 350Placements targeted: 245
📅 Short termMarginally positive operational update; execution will be staggered across quarters with ~Rs 0.40 crore revenue addition per quarter.
📈 Long termLimited structural impact given the multi-year spread, but supports order backlog continuity in core state government education services.
⚠ Risk flags
- Placement performance conditions (mandatory placement of 245 candidates)
- Receivable collection risks typical of state government project payments
- High client concentration in state government departments
Key Highlights
Received order worth Rs 4,76,93,450 (~Rs 4.77 crore) from RSLDC
Scope covers skill training of 350 rural youth and placement of 245 candidates
Project execution timeline is estimated at approximately 36 months
Order value constitutes ~14.5% of TTM revenue (Rs 33 crore)
👀 What to Watch
Monitor commencement of training batches and quarterly revenue recognition under this contract, along with progress on placement milestones.
Q1 PAT at ₹1.37 Cr Supported by ₹1.44 Cr Exceptional Gain; Revenue Down 8% YoY
Compucom Software reported a consolidated Net Profit of ₹1.37 Cr for Q1 FY27, marginally up from ₹1.34 Cr YoY. However, Revenue from Operations declined 8.1% YoY to ₹8.07 Cr, indicating a shrinking top line. The bottom line was significantly aided by an exceptional gain of ₹1.44 Cr from the derecognition of 15-year-old trade payables; excluding this, core operational profitability is negligible. The company also fixed September 2, 2026, as the record date for its final dividend.
Confidence: HIGH
What changedThe company reported its Q1 FY27 results, showing a continued decline in core IT learning revenue and a reliance on liability write-backs for profitability.
Why it mattersWith a small TTM revenue of ₹34 Cr and high dependency on government contracts, the lack of organic growth and losses in non-core segments (Hotel/Media) pose risks to long-term value creation.
Q1 Consolidated Revenue: ₹8.07 CrQ1 Net Profit: ₹1.37 CrExceptional Gain (Write-back): ₹1.44 CrRevenue Growth (YoY): -8.1%Dividend Record Date: 02-Sep-2026
📅 Short termThe stock is likely to remain neutral as the market digests that the reported profit is primarily driven by a one-time accounting adjustment rather than operational improvement.
📈 Long termLimited. The company needs to demonstrate a turnaround in its core IT education business and scale its revenue beyond the current stagnant levels to attract long-term interest.
⚠ Risk flags
- High reliance on exceptional items for profitability
- Declining revenue in core IT segment
- Loss-making diversification into Hotel and Media segments
- High client concentration with state governments
Key Highlights
Consolidated Revenue from Operations decreased to ₹8.07 Cr from ₹8.78 Cr in the year-ago quarter.
Net Profit of ₹1.37 Cr was bolstered by a ₹1.44 Cr exceptional gain from writing back old liabilities.
IT Learning and Software segment revenue fell 20.3% YoY to ₹6.22 Cr.
Hotel segment remains a drag with a loss of ₹0.75 Cr on revenue of ₹0.64 Cr.
Final dividend record date set for September 2, 2026, with the AGM scheduled for September 9, 2026.
👀 What to Watch
Investors should monitor the company's success in winning new government ICT tenders to arrest the revenue decline. The reliance on non-cash accounting gains to report profits is a quality-of-earnings concern that warrants caution.
Compucom Software Credit Rating Reaffirmed at BBB-; Outlook Revised to Negative for Rs 19.50 Cr
CARE Ratings has reaffirmed Compucom Software Limited's credit rating for its bank facilities totaling Rs 19.50 crores. While the long-term rating is maintained at CARE BBB-, the outlook has been revised from 'Stable' to 'Negative', signaling potential credit risks. Specifically, Rs 14.50 crores in facilities saw an outlook revision, while a new Rs 5.00 crore facility was assigned the same BBB-; Negative rating. The short-term rating remains unchanged at CARE A3.
Key Highlights
Total bank loan facilities rated by CARE Ratings amount to Rs 19.50 crores.
Outlook for long-term facilities revised from 'Stable' to 'Negative'.
Long-term rating reaffirmed at CARE BBB- and short-term rating at CARE A3.
New long-term bank facilities of Rs 5.00 crores assigned a CARE BBB-; Negative rating.
One long-term facility with a zero balance was officially withdrawn.
👀 What to Watch
Investors should exercise caution as the 'Negative' outlook suggests a heightened risk of a future rating downgrade, which could increase the company's borrowing costs. Monitor upcoming quarterly results for signs of operational stress that may have triggered this outlook revision.
Compucom Software Promoters Declare Zero Encumbrance on 71.49% Stake for FY26
Promoter Surendra Kumar Surana has submitted the annual disclosure under SEBI Takeover Regulations for the financial year ended March 31, 2026. The promoter group collectively holds 5,65,64,406 equity shares, representing a significant 71.49% stake in the company. Crucially, the disclosure confirms that no shares were encumbered or pledged, directly or indirectly, during the entire financial year. Major holding entities include Compucom Technologies (25.63%) and Sambhav Infotech (23.69%).
Key Highlights
Promoter group holds a total of 5,65,64,406 shares, representing 71.49% of the total voting capital.
Declaration confirms zero encumbrances or pledges on promoter shares during the financial year 2025-26.
Major promoter entities include Compucom Technologies (25.63%), Sambhav Infotech (23.69%), and Rishab Infotech (19.26%).
Compliance filing made under Regulation 31(4) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011.
👀 What to Watch
Investors should take confidence in the high promoter holding and the absence of any share pledges, which indicates financial stability and management commitment. No immediate action is required as this is a positive routine regulatory filing.
Compucom Software Approves ESOP Scheme 2026 for Up to 26.99 Lakh Shares
The Board of Compucom Software Limited has approved the 'Employee Stock Option Scheme 2026' (CSL - ESOS 2026), which allows for the grant of up to 26,99,379 stock options. Each option is convertible into one equity share of face value Rs. 2, representing a potential expansion of the share capital base. The scheme, which is subject to shareholder approval, includes a vesting period of 1 to 4 years and an exercise period of 4 years post-vesting. This initiative is designed to incentivize and retain employees across the company and its subsidiaries.
Key Highlights
Approved the CSL - ESOS 2026 scheme covering a maximum of 26,99,379 equity shares.
Options are exercisable into equity shares with a face value of Rs. 2 each.
Vesting period is set between a minimum of 1 year and a maximum of 4 years from the grant date.
Exercise price will be determined by the NRC but will not be lower than the face value of the shares.
The Board also approved granting options exceeding 1% but not exceeding 3% of issued capital to specific employees in a single year.
👀 What to Watch
Investors should monitor the upcoming Annual General Meeting for shareholder approval and track future disclosures regarding the actual grant price and timing to assess the potential dilution of Earnings Per Share (EPS).
Compucom Software Re-appoints Executive Director for 3 Years and Appoints New Independent Director
Compucom Software Limited has announced a series of board changes, including the re-appointment of Mr. Vaibhav Suranaa as Executive Director for a three-year term starting August 1, 2026. Dr. Arvind Kumar Dwivedi, an academician with over 38 years of experience, has been appointed as an Independent Director for a two-year term effective June 15, 2026. These changes follow the completion of the second tenure of Independent Director Mr. Satya Narayan Vijayvergiya. Additionally, the company has re-appointed Mr. Amit Arora as the Internal Auditor for the 2026-27 financial year.
Key Highlights
Mr. Vaibhav Suranaa re-appointed as Whole Time Director for a 3-year term from August 2026 to July 2029.
Dr. Arvind Kumar Dwivedi appointed as Independent Director for 2 years starting June 15, 2026.
Mr. Satya Narayan Vijayvergiya to cease his role as Independent Director on June 14, 2026, after completing two terms.
Mr. Amit Arora re-appointed as Internal Auditor for the financial year 2026-27.
Mr. Vaibhav Suranaa is the son of Mr. Surendra Kumar Surana, the current Chairperson, MD, and CEO.
👀 What to Watch
Investors should monitor the transition in the board's independent oversight; however, as these are largely routine rotations and re-appointments, no immediate portfolio action is required.
Compucom Software Recommends 12.5% Dividend and Approves New ESOP Scheme 2026
Compucom Software Limited has recommended a final dividend of Rs. 0.25 per share (12.50%) for the financial year ended March 31, 2026. The board also approved a new Employee Stock Option Scheme (ESOS 2026), which allows for option grants between 1% and 3% of the company's issued capital. Key leadership updates include the re-appointment of Mr. Vaibhav Suranaa as Executive Director for three years and the induction of Dr. Arvind Kumar Dwivedi as an Independent Director. The company confirmed that the audited financial results for FY26 were approved with an unmodified auditor's opinion.
Key Highlights
Recommended a final dividend of 12.50% (Rs. 0.25 per equity share of Rs. 2 face value).
Approved 'CSL - ESOS 2026' with option grants ranging from 1% to 3% of issued capital.
Re-appointed Mr. Vaibhav Suranaa as Whole Time Director for a 3-year term (2026-2029).
Appointed Dr. Arvind Kumar Dwivedi, an eminent academician from IIT Roorkee, as an Independent Director.
Confirmed audited standalone and consolidated financial results for FY26 with an unmodified auditor opinion.
👀 What to Watch
Investors should take note of the dividend yield and the potential for equity dilution from the new ESOP scheme. The addition of high-profile academic expertise to the board is a positive sign for corporate governance.
Compucom Software Receives IT Order u/s 263 for AY 2022-23 Regarding ₹1.22 Cr Disallowances
Compucom Software Limited has received an order under Section 263 of the Income Tax Act for Assessment Year 2022-23 from the PCIT, Jaipur. The department intends to revise the previous assessment, citing inadequate verification of expenses and deductions totaling approximately ₹1.22 Crores. If these items are disallowed, the company faces additional tax liability along with interest and penalties. The company is currently consulting with tax advisors to submit necessary clarifications and documents.
Key Highlights
Income Tax Department issued an order u/s 263 for AY 2022-23 citing the previous assessment as erroneous.
Potential disallowance of ₹85.68 Lakhs in building repair expenses which may be treated as capital expenditure.
Dispute over ₹30.43 Lakhs deduction under Section 80IA due to the alleged non-filing of mandatory Form 10CCB.
Questioning of ₹6.19 Lakhs related to delayed employees' contribution to PF/ESI.
Total contested amount stands at approximately ₹1.22 Crores plus applicable interest and penalties.
👀 What to Watch
Investors should monitor the company's ability to justify these deductions to avoid a final tax demand. While the amount is not critically large, it highlights a need for tighter tax compliance and documentation.
Compucom Software Q3 Results: Consolidated Loss of ₹23.7 Lakhs vs ₹33.3 Lakhs Profit YoY
Compucom Software reported a consolidated total income of ₹1,050.93 lakhs for Q3 FY26, marking an 11% growth YoY. Despite the revenue growth, the company swung to a consolidated net loss of ₹23.71 lakhs compared to a profit of ₹33.35 lakhs in the same quarter last year. This loss was influenced by an exceptional item of ₹45.88 lakhs related to the notification of new Labour Codes. However, the 9-month consolidated profit remains strong at ₹179.06 lakhs, significantly higher than the ₹62.96 lakhs recorded in the previous year's corresponding period.
Key Highlights
Consolidated Total Income rose 11% YoY to ₹1,050.93 lakhs from ₹945.94 lakhs.
Reported a consolidated net loss of ₹23.71 lakhs for Q3 FY26 against a profit of ₹33.35 lakhs YoY.
Standalone net profit declined sharply to ₹11.64 lakhs from ₹39.85 lakhs in the year-ago period.
Recognized an exceptional charge of ₹45.88 lakhs due to the impact of new Government Labour Codes.
The Hotel segment became fully operational during the quarter, contributing ₹14.09 lakhs to revenue compared to ₹1.38 lakhs in the previous quarter.
👀 What to Watch
Investors should monitor the operational efficiency and revenue ramp-up of the newly opened hotel segment to see if it can offset the current quarterly losses. The stock may see short-term volatility due to the bottom-line impact of exceptional items and higher execution charges.
Compucom Software Commences Commercial Operations of Hotel Ranavilas Palace in Jaipur
Compucom Software Limited has officially commenced commercial operations at its 'Hotel Ranavilas Palace' located in Sitapura, Jaipur, as of January 28, 2026. This move signifies a strategic expansion or diversification of the company's business interests into the hospitality sector. Management expects this new facility to contribute significantly to the company's growth during the FY 2025-26 period. Investors should note this transition as it introduces a new revenue stream outside of its traditional IT services.
Key Highlights
Commercial operations of Hotel Ranavilas Palace started on January 28, 2026.
The facility is strategically located at 12-13, IT Park Rd, Sitapura Industrial Area, Jaipur.
Management anticipates the project will support financial growth in FY 2025-26.
Disclosure made in compliance with Regulation 30 of SEBI (LODR) Regulations, 2015.
👀 What to Watch
Investors should monitor the upcoming quarterly results to assess the revenue contribution and margin impact of this hospitality venture. It is important to evaluate how this diversification affects the company's core IT business focus and capital allocation.
