Sells banking software products and related IT services to financial institutions worldwide, with product licences and related activities generating EBIT of Rs 3,441.8 crore in FY26 (90.5% of segment revenue) and IT solutions and consulting services contributing EBIT of Rs 209 crore (9.5%). The portfolio spans core banking, cash management, loan origination, limits and collateral management, and analytics, with AI/ML and Agentic AI features embedded in these offerings. The company employed 8,975 people as of FY26 and exports 88.4% of revenue to 47 countries, with employee costs being the dominant input at 44.8% of revenue. In Q1 FY27, consolidated revenue rose to Rs 3,125 crore, lifted by a one-time Rs 935.3 crore licence deal with an existing customer. The Board declared two interim dividends totalling Rs 400 per share for FY26. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Product licences and related activities (91%), IT solutions and consulting services (10%). Asset-light banking software products and IT services
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 5,221 | 5,698 | 6,373 | 6,847 | 7,672 |
| EBITDA (ex other income) | 2,499 | 2,471 | 2,783 | 3,076 | 3,477 |
| margin % | 47.9 | 43.4 | 43.7 | 44.9 | 45.3 |
| Owners' profit | 1,889 | 1,806 | 2,219 | 2,380 | 2,639 |
| EPS, as reported (₹) | 219.19 | 209.14 | 256.39 | 274.27 | 303.54 |
| ROE % · ROCE % | 26.6 · 32.8 | 24.2 · 31.6 | 28.2 · 35.2 | 28.5 · 36.9 | 33.7 · 43.2 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 1,856 | 1,758 | 1,791 | 2,199 | 2,638 |
| Capex | (38) | (38) | (30) | (35) | (52) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,674 | 1,715 | 1,716 | 1,852 | 1,789 | 1,966 | 2,065 | 3,125 |
| Profit before tax | 829 | 770 | 839 | 905 | 797 | 857 | 1,120 | 1,939 |
| Net profit | 578 | 541 | 644 | 642 | 546 | 610 | 842 | 1,416 |
| EPS (₹) | 66.61 | 62.37 | 74.15 | 73.88 | 62.84 | 70.08 | 96.72 | 162.59 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Product licenses and related activities | 6,942 | 90.5 |
| IT solutions and consulting services | 731 | 9.5 |
| Total, before eliminations | 7,672 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| ORACLE FIN SERV SOFT LTD. ◆ | 1,02,338 | 30.0 | 13.08 | 26.9 | 33.7 | 43.2 | 9.0 | 62.5 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 5 Sept 2026 · Grant of stock options under OFSS Stock Plan 2014 | capital market events | low | — | — |
| 3 Sept 2026 · OFSS confirms postal ballot notice dispatch via newspaper ads | compliance | minimal | — | — |
| 2 Sept 2026 · Postal Ballot: Approval sought for MD & CEO and Director appointment | board shareholder meetings | medium | — | — |
| 19 Aug 2026 · Allotment of 7,617 equity shares under OFSS Stock Plan 2014 | capital market events | low | — | — |
| 10 Aug 2026 · Grant of 6,411 OSUs and 465 stock options under OFSS Stock Plan 2014 | general | low | — | — |
| 5 Aug 2026 · OFSS 37th AGM: CEO transition, FY26 revenue up 12% to Rs 76.7 billion | investor communications | medium | — | — |
| 27 Jul 2026 · 37th AGM results: All 5 resolutions passed, total Rs 400 dividend confirmed | board shareholder meetings | low | — | — |
| 24 Jul 2026 · OFSS files newspaper copies of Q1 FY27 results | compliance | minimal | — | — |
| 23 Jul 2026 · OFSS 37th AGM: New CEO Ketkar appointed, Rs 400/share dividend confirmed | board shareholder meetings | low | — | — |
| 23 Jul 2026 · Clarification on media report about parent Oracle Corp stake sale | regulatory legal | medium | — | — |
| 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 |
| TANLA PLATFORMS LIMITED | 6,684 | 12.5 | 2.69 | 7.8 | 20.5 | 25.0 | 13.5 | 17.6 |
| C.E. INFO SYSTEMS LIMITED | 5,056 | 36.8 | 5.59 | 21.9 | 14.8 | 21.3 | — | 54.2 |
| CAPILLARY TECHNO INDIA L | 3,656 | 86.5 | 3.57 | 27.9 | 5.1 | 4.9 | — | 4.9 |
| TECHNVISION VENTURES LTD. | 2,991 | 344.1 | 199.35 | 399.6 | 1.4 | 5.5 | 25.5 | (3.0) |
| RAMCO SYSTEMS LTD. | 2,239 | 53.6 | 6.33 | 14.7 | 11.9 | 11.0 | 2.3 | 16.0 |
| Mobavenue AI Tech Limited | 2,135 | 16.9 | 23.58 | 44.6 | 32.4 | 30.8 | — | 21.8 |
| NUCLEUS SOFTWARE EXPORTS | 1,828 | 17.3 | 2.01 | 10.4 | 12.9 | 15.2 | 11.3 | 16.9 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 30.0 | 19.0 | 29 of 41 | 30% |
| P/B | 13.1 | 1.6 | 36 of 38 | 5% |
| ROCE | 43.2 | 4.9 | 4 of 43 | 93% |
| ROE | 33.7 | 3.5 | 4 of 42 | 93% |
| Debt / Equity | 0.0 | 0.0 | 5 of 42 | 46% |
| EBITDA margin | 62.5 | 17.2 | 6 of 35 | 85% |
| Revenue growth | 68.7 | 9.7 | 6 of 33 | 84% |
| Profit growth | 120.5 | (12.0) | 7 of 41 | 85% |
| Market cap | 102338 | 38 | 1 of 44 | 100% |
| 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 |
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.
