R. S. Software (India) Limited has informed the Exchange about General Updates on Investors Call held on 2nd May 2025
RSSOFTWARE · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
R. S. Software held an investor call following its FY25 results. Management said FY25 revenue was broadly stable, with services revenue up around 22% YoY and license revenue steady, while FY24 had a one-time other income boost that did not repeat. Q4 FY25 was weak with an operational loss, attributed to higher innovation spending and increased sales/marketing allocation, plus some product revenue being pushed out by about six months. Management indicated FY26 is targeted to be a growth year, at least a 'tad better' than FY25. The company discussed its pipeline in Payments Canada (testing/integration and fraud-risk with 3 of the top 5 banks), two US acceptance deals under implementation (expected to close around December 2025), a Hitachi Payments partnership where adoption is slow, new top-tier channel partner being finalized, and continued work with NPCI on UPI, BBPS and fraud/risk products. North America remains the primary focus, with growing efforts in the Middle East.
For shareholders, the call gives comfort on the longer-term product pivot story and confirms active global deal pipelines, but short-term performance remains soft with a Q4 loss and no specific revenue or margin guidance. The stock may stay range-bound until visible revenue traction from product deals materializes in FY26.