CYBERTECHNSECybertech Systems And Software Limited· Computers - SoftwareMediumNeutral
Announced Thu, 12 Feb · 17:52 IST

Cybertech Systems And Software Limited has informed the Exchange regarding 'Press Release and Earning Presentation for quarter ended December 31, 2025'.

Mgmt Guided Margin PressureInvestor Communications View source PDF

CYBERTECH · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Cybertech reported 9MFY26 total revenue of ₹1,958.1 million, up 3.4% year-on-year, but Q3FY26 was weak with total revenue of ₹638.4 million (flat YoY, down 4.3% QoQ). Q3 operating revenue fell 1.6% QoQ and 1.3% YoY to ₹578.4 million, hurt by the completion of several SAP S/4HANA transformation projects. Profitability took a sharp hit – Q3 EBITDA dropped 28.5% YoY to ₹94.8 million with margins compressing to 14.9% from 20.8%, and Q3 PAT fell 27.7% YoY to ₹65.3 million. Management blamed lower investment income following the ₹20/share special dividend paid in October. The company remains debt-free with 80 active clients (top client at 62% of revenue), 99% revenue from the US, and 524 employees as of December 31, 2025.

Likely market impact

The sharp YoY decline in Q3 profits and 590 bps drop in EBITDA margins signal near-term earnings pressure despite stable top-line growth. The company's heavy US (99%) and Technology-sector (75%) concentration, along with top-client dependency (62%), remain key risks; however, a debt-free balance sheet and focus on annuity-based managed services provide some cushion for shareholders.