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Saksoft Q3 FY26 Revenue Grows 11% YoY to ₹250 Cr; EBITDA Margins at 18.1%
Saksoft reported a steady Q3 FY26 with revenue of ₹250 crores, up 11% YoY, despite a 3% sequential decline caused by budget reprioritization from two major clients. EBITDA grew 19% YoY to ₹45 crores, though margins softened to 18.1% from 19.6% in the previous quarter due to growth investments and a one-time ₹4.86 crore provision for labor code requirements. For the 9M FY26 period, the company showed robust performance with net profit rising 24% YoY to ₹97 crores. Management remains confident in its 'Vision 2030' goal of reaching $500 million in revenue through AI-led digital transformation.
Key Highlights
Q3 FY26 revenue stood at ₹250 crores, up 11% YoY but down 3% QoQ due to client spending deferrals.
9M FY26 net profit increased by 24% YoY to ₹97 crores with a PAT margin of 12.8%.
EBITDA margins for the quarter were 18.1%, with management targeting a steady state of around 18% long-term.
Top 10 clients contribute 58% of total revenue, highlighting significant client concentration risks.
The Americas remain the largest geography at 50% of revenue, followed by Europe at 29%.
💼 Action for Investors
Investors should watch for the recovery of spending from the two large clients that caused the sequential dip and monitor the execution of the $500 million revenue roadmap. The company's ability to maintain 18%+ EBITDA margins while investing in AI capabilities is a key metric for long-term valuation.
Saksoft Q3 Net Profit Up 7.4% YoY to ₹290 Mn; Revenue Declines 3% QoQ
Saksoft reported a mixed Q3-FY26 with revenue growing 10.6% YoY to INR 2,507.79 Mn but declining 3.0% sequentially due to spending slowdowns from its top two clients. Operating EBITDA rose 19.2% YoY to INR 453.79 Mn, though margins contracted by 148 bps compared to the previous quarter. The company maintains its ambitious 'Vision 2030' goal of reaching $500 million in revenue despite the short-term quarterly dip. For the nine-month period, the company showed strong growth with PAT increasing 23.6% to INR 973.39 Mn.
Key Highlights
Q3 Operating Income grew 10.6% YoY to INR 2,507.79 Mn, but fell 3% QoQ due to top-client spending cuts.
9M-FY26 Net Profit increased by 23.6% YoY to INR 973.39 Mn with a healthy PAT margin of 12.84%.
Operating EBITDA margins stood at 18.10% for Q3, showing a 132 bps improvement YoY but a 148 bps drop QoQ.
The company maintains a strong return profile with an ROE of 27.0% and ROCE of 19.4%.
Revenue concentration remains high with the top 10 clients contributing 58% of total revenue.
💼 Action for Investors
Investors should monitor the recovery in spending from top clients, as the sequential decline highlights significant concentration risk. While long-term growth targets are intact, wait for signs of revenue momentum recovery before increasing exposure.
Saksoft Approves Q3 FY26 Financial Results; No Adverse Auditor Remarks
Saksoft Limited's Board of Directors approved the unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, during their meeting on February 2, 2026. The statutory auditors have issued a Limited Review Report without any qualifications or adverse remarks, indicating clean financial reporting. While the specific profit and revenue figures were not detailed in the cover letter, the procedural approval marks the completion of the Q3 reporting cycle. Investors should refer to the detailed financial tables for specific growth and margin metrics.
Key Highlights
Board approved Unaudited Standalone and Consolidated Financial Results for Q3 and 9M ended Dec 31, 2025.
Statutory Auditors issued a Limited Review Report with no qualifications or adverse remarks.
The Board meeting commenced at 10:53 AM and concluded at 12:46 PM on February 2, 2026.
Results were duly reviewed and recommended by the Audit Committee prior to Board approval.
💼 Action for Investors
Investors should examine the detailed Annexure-I for specific revenue growth and margin trends compared to previous quarters. Monitor the stock for price reaction to the underlying financial performance disclosed in the full report.
Saksoft Q2 FY25 Net Profit Rises 37% YoY to ₹35.97 Crore; Revenue Up 20%
Saksoft Limited has submitted its machine-readable financial results for the quarter ended September 30, 2025, confirming a strong year-on-year performance. The company reported a consolidated net profit of ₹35.97 crore for Q2 FY25, a 37.5% increase compared to ₹26.16 crore in the same period last year. Revenue from operations grew by 20% YoY to ₹258.49 crore, driven largely by the 'Emerging vertical' and 'BFS' segments. The company maintains a healthy balance sheet with total assets of ₹997.62 crore as of September 30, 2025.
Key Highlights
Consolidated Revenue for Q2 FY25 grew 20.1% YoY to ₹258.49 crore compared to ₹215.29 crore.
Net Profit for the quarter increased by 37.5% YoY to ₹35.97 crore from ₹26.16 crore.
Half-year (H1 FY25) Net Profit stood at ₹68.31 crore, up from ₹51.75 crore in H1 FY24.
The 'Emerging vertical' segment was the largest contributor with Q2 revenue of ₹120.19 crore.
Basic Earnings Per Share (EPS) improved to ₹2.80 in Q2 FY25 from ₹2.06 in Q2 FY24.
💼 Action for Investors
Saksoft demonstrates robust double-digit growth in both revenue and profitability, reflecting strong demand in its specialized IT services. Investors should maintain a positive outlook while monitoring the performance of the 'Emerging vertical' which currently drives nearly 46% of total revenue.