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Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

SAKSOFT · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+2.1%1-day move

₹142.65

prior close

₹145.45

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.7+2.4+1.7+3.0+2.1-0.4+0.2+3.7+2.3+0.2+0.2+29.4+15.6—

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AI summary

Saksoft crossed INR 1,000 crores in annual revenues (INR 10,071.91 Mn) in FY26, up 14.1% YoY from INR 8,830.09 Mn. Operating EBITDA margins improved sharply to 18.57% from 16.56% in FY25, a gain of 201 bps, while PAT margins rose to 13.23% from 12.32%. Q4 EBITDA margins stood at 18.19% and net profit at INR 359.31 Mn, up 19.7% YoY. The company highlighted strong AI investments and a robust sales pipeline but noted customers are delaying decisions due to 'AI noise'. Saksoft serves BFS (31%), Emerging Verticals (47%), Commerce (8%), and Logistics (14%) with 58% revenue from top 10 clients. Vision 2030 targets $500 Mn in revenues.

Likely market impact

Strong margin expansion and crossing the INR 1,000 crore revenue milestone are positive signals, though customer decision delays and geopolitical headwinds could slow near-term momentum.