NSE: LEENEE · BSE: 517415
LEE & NEE SOFTWARES (E) L
Operates as a single-segment IT Enabled Services provider, with consolidated results covering two subsidiaries — Lensel Web Services and Rituraj Shares Broking. The company's name includes 'Exports', indicating export-oriented service delivery. FY26 consolidated revenue was Rs 11.61 crore, up 8.2% from the prior year, while consolidated net profit was Rs 0.31 crore. The largest cost is employee cost at Rs 5.58 crore (48.1% of revenue), with no material input costs reported, consistent with a pure services model. The promoter group together with persons acting in concert holds 69.78% of the share capital. The entity is listed on BSE and the Calcutta Stock Exchange, with its registered office in Kolkata. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. IT Enabled Services. Small, employee-intensive, services-only exporter with negligible debt
Exhibit 1: Financial summary, FY22–FY26 (all audited; no estimate years)
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 6 | 7 | 9 | 11 | 12 |
| EBITDA (ex other income) | (1) | (1) | (1) | (1) | (0) |
| margin % | (12.8) | (15.7) | (12.3) | (7.8) | (3.7) |
| Owners' profit | 0 | 0 | 0 | 0 | 0 |
| EPS, as reported (₹) | 0.07 | 0.04 | 0.09 | 0.06 | 0.06 |
| ROE % · ROCE % | 0.5 · 0.6 | 0.4 · 0.5 | 0.9 · 1.1 | 0.5 · 0.9 | 0.5 · 1.0 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 2 | (1) | (1) | (1) | (1) |
| Capex | 0 | (0) | (0) | (0) | (0) |
Exhibit 2: Quarterly performance, last 8 quarters
| ₹ crore | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2 | 2 | 3 | 3 | 3 | 3 | 3 | 4 |
| Profit before tax | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net profit | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| EPS (₹) | 0.01 | 0.01 | 0.03 | 0.00 | 0.01 | 0.01 | 0.02 | 0.02 |
Exhibit 3: Peers — basic industry group, by market cap
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| L&T TECHNOLOGY SER. LTD. | 43,370 | 32.9 | 6.68 | 20.0 | 19.7 | 21.1 | 15.1 | 19.6 |
| INVENTURUS KNOWLEDGE SO L | 28,839 | 37.0 | 10.30 | 26.2 | 25.8 | 27.7 | — | 33.6 |
| TATA TECHNOLOGIES LIMITED | 26,430 | 47.4 | 6.74 | 28.7 | 13.9 | 14.3 | — | 18.3 |
| NETWEB TECH INDIA LTD | 25,071 | 95.9 | 34.66 | — | 28.5 | 37.5 | — | 15.7 |
| SAGILITY LIMITED | 21,192 | 21.4 | 2.19 | 12.0 | 9.6 | 11.6 | — | 22.3 |
| AFFLE 3I LIMITED | 19,968 | 41.7 | 5.47 | 27.3 | 12.5 | 15.2 | 39.3 | 25.8 |
| BLACK BOX LIMITED | 14,418 | 61.8 | 11.20 | 28.7 | 16.9 | 9.5 | 6.2 | 8.4 |
| CYIENT LIMITED | 12,888 | 33.8 | 2.09 | 11.7 | 7.5 | 9.7 | 12.0 | 13.0 |
Exhibit 4: Where the company sits in its group
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 119.7 | 17.9 | 70 of 76 | 8% |
| P/B | 0.7 | 2.2 | 11 of 70 | 86% |
| ROCE | 0.9 | 9.6 | 71 of 86 | 18% |
| ROE | 0.6 | 9.2 | 58 of 70 | 17% |
| Debt / Equity | 0.0 | 0.0 | 22 of 70 | 70% |
| EBITDA margin | 5.8 | 13.0 | 56 of 69 | 19% |
| Revenue growth | 31.0 | 20.8 | 21 of 67 | 70% |
| Profit growth | 218.3 | 14.6 | 5 of 64 | 94% |
| Market cap | 40 | 325 | 73 of 87 | 16% |
Exhibit 5: Filings of the last 90 days, with the measured price reaction
| Date · filing | Category | Importance | Next day % | 5-day % |
|---|---|---|---|---|
| 6 Oct 2026 · RTA Compliance Certificate under Regulation 74(5) for Q2 FY26 | compliance | minimal | — | — |
| 30 Sept 2026 · All four resolutions pass at 38th AGM with strong majority | compliance | minimal | — | — |
| 30 Sept 2026 · 38th AGM proceedings: 4 resolutions passed including MD pay hike | board shareholder meetings | low | — | — |
| 29 Sept 2026 · Mrs Kirrti Lahoti appointed as Non-Executive Independent Director | management changes | medium | — | — |
| 29 Sept 2026 · 38th AGM outcome - 4 resolutions passed | board shareholder meetings | low | — | — |
| 28 Sept 2026 · Trading window closed from Oct 1, 2026 until Q2 results are declared | compliance | minimal | — | — |
| 7 Sept 2026 · Lee and Nee Softwares 38th AGM on 29 Sep 2026 via VC; MD CEO pay revision on agenda | board shareholder meetings | low | — | — |
| 5 Sept 2026 · Notice of 38th AGM published in newspapers | compliance | minimal | — | — |
| 4 Sept 2026 · Annual Report submitted for 38th AGM on September 29, 2026 | board shareholder meetings | medium | — | — |
| 28 Aug 2026 · Record date for 38th AGM on Sept 29, 2026; e-voting and director items | board shareholder meetings | low | — | — |
How to read this document
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
Sources, method and disclosures
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.