KSOLVESBSEKsolves India LtdMediumNeutral
Announced Wed, 6 May · 14:22 IST

Dear Sir/Madam Please find attached herewith the earnings call transcripts of the investor conference call held on April 30, 2026. Thanks and Regards, Manisha Kide Company Secretary ....

Mgmt Evaded Key QuestionInvestor Communications View source PDF

KSOLVES · price

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Price reaction · full curve 14 horizons · vs prior close
+2.0%1-day move
₹289.90
prior close
₹289.60
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AI summary

Ksolves India reported FY26 revenue of INR 162.7 crores, up 18.4% YoY, with EBITDA of INR 48.3 crores (margin 29.7%) and PAT of INR 34.3 crores. Q4 revenue was INR 43.03 crores, growing 29.1% YoY. The company repositioned itself as an AI-first organization, embedding AI in delivery and operations across 60-70% of client engagements. Key wins included SAP-to-Odoo migration for a listed infrastructure company and ERP implementation for a top 6 global accounting network in East Africa. Management guided for FY27 revenue growth of 18-20% and EBITDA margins of 25-30%. The company will focus solely on services in FY27, cutting DFM product investments and reducing event expenses by 60%.

Likely market impact

The stock may see neutral-to-positive reaction as revenue growth remains strong at 18-20% guidance, though margin guidance of 25-30% is lower than FY26's 29.7%, reflecting continued investment in AI capabilities and talent.