Unaudited Financials (Standalone & Consolidated) for the quarter and Half year ended 30th Sep 2025
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B2B Software Technologies reported its Q2 FY26 (quarter ended Sep 30, 2025) results, with standalone revenue from operations at ₹423.19 lakhs (up ~1.7% YoY from ₹416.16 lakhs) and standalone PAT rising sharply to ₹51.66 lakhs (vs ₹23.67 lakhs, up ~118% YoY), with EPS of ₹0.45 vs ₹0.20. On a consolidated basis, Q2 revenue jumped ~23% YoY to ₹766.30 lakhs and consolidated PAT more than doubled to ₹63.29 lakhs, driven by strong growth at the USA subsidiary (B2B Softech Inc). However, on a half-year basis, standalone PAT dipped to ₹110.69 lakhs (vs ₹130.77 lakhs) and consolidated H1 PAT fell ~10% to ₹128.36 lakhs, even as consolidated H1 revenue rose ~26% to ₹1,413.68 lakhs. Operating cash flow was healthy at ₹95.20 lakhs standalone (vs ₹57.54 lakhs). The Board also approved a stock split (face value ₹10 to ₹2) to improve liquidity, proposed replacing the existing ESOP with a new RSU Scheme for employees, and indicated it may consider an interim dividend at the next Board meeting. The auditor (M.V. Vijaya Kumar & Co.) issued an unqualified limited review report.
Short-term positive for the stock: sharp Q2 PAT growth, proposed 1:5 stock split to attract retail investors, and possible interim dividend. Watch out for the H1 PAT softness and rising admin/employee costs that have compressed margins on a half-year view.