Excelsoft Technologies Limited has informed the Exchange about Transcript
EXCELSOFT · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
On the reaction day the stock moved 5.0 pts less than Nifty Microcap 250 and 4.4 pts less than its IT Enabled Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
Minute windows have no benchmark: there is no intraday index history to compare against.
Excelsoft Technologies reported Q3 FY26 revenue of Rs. 710 million, up 29.5% year-on-year, led by a 58% jump in the education technology services segment. EBITDA grew 9.15% to Rs. 197 million, but margins slipped to 27.7% (from 32.8%) due to a Rs. 2.9 crore one-off legal and professional fee tied to acquisition diligence. Profit after tax rose 7.7% to Rs. 103 million, or 40% to Rs. 133 million after adjusting for a Rs. 40.7 million impact from the new labour code. For nine months, PAT jumped 88% to Rs. 268 million. The company highlighted landmark deals with AQA (UK), Philippines Civil Services Commission and VTCT Skills, withdrew a Rs. 300 crore corporate guarantee, and holds net cash of Rs. 421 crores.
Strong top-line growth, new marquee partnerships and a net-cash balance sheet are positive, but margin compression in Q3 and management's refusal to give formal order-book or growth guidance may keep the stock sideways in the near term. Active M&A pursuit (US target in valuation talks, UK targets in early diligence) could be a re-rating trigger if announced.