BSECovance Softsol LtdHighNeutral
Announced Sat, 30 May · 18:11 IST

Approval of Audited Standalone and Consolidated Financial Results for the 4th Quarter and year ended on March 31, 2026

Revenue Growth 20pctPat Growth 25pctEbitda Margin ExpansionPat NegativeResults View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-9.7%1-day move
₹171.30
prior close
₹171.30
base price
After-mkt
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+0.0+0.0-0.0-0.5-9.7-14.2-18.5-14.4-10.2-3.7-2.0+1.7
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AI summary

Covance Softsol Limited reported strong consolidated revenue of ₹14,596.28 lakhs for FY2026, up 43.5% from ₹10,169.61 lakhs in the prior year, driven by its wholly-owned US subsidiary Softsol Resources Inc. Consolidated PAT surged 183.7% to ₹3,437.78 lakhs from ₹1,211.78 lakhs, with net margin expanding to 23.6% from 11.9%. Standalone revenue grew 37% to ₹2,836.65 lakhs, but standalone PAT fell 32.2% to ₹632.13 lakhs from ₹932.67 lakhs, indicating margin compression at standalone level. Other income on standalone basis more than doubled to ₹757.65 lakhs. The company completed a ₹7.38 crore rights issue in September 2025 and used proceeds to repay dues to Softsol India Limited. Auditors Pavuluri & Co. issued an unmodified opinion. The demerger from Softsol India Limited became effective September 2024.

Likely market impact

The 184% consolidated PAT growth and margin expansion to 23.6% signal strong profitability, though the 32% standalone PAT decline despite 37% revenue growth raises concerns about standalone cost efficiency. The significant jump in receivables and working capital changes warrant monitoring.