Provides IT software and consulting services to enterprise clients, with revenue organized into four verticals. The Emerging vertical contributes 46.3% of segment revenue (INR 465.84 crore), Banking and Financial Services (BFS) 31.0% (INR 312.47 crore), Logistics 14.0% (INR 141.17 crore), and Commerce 8.7% (INR 87.72 crore). For FY26, total revenue was INR 1,007.19 crore, with 58% of revenue coming from the top 10 clients. The company operates a UK subsidiary, Acuma Solutions Limited, and has been strengthening its sales leadership, including a Chief Growth Officer for the UK and a new VP heading the Emerging Verticals business unit. Personnel costs dominate the cost structure at 50.8% of revenue, with other operating expenses at 30.6%, reflecting a people-driven IT services model rather than a capital-intensive one. Management has flagged that customers are delaying decisions due to 'AI noise', while the company invests in AI capabilities to strengthen its value proposition. A long-term target of $500 million in revenues (Vision 2030) has been disclosed. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Emerging vertical (46%), BFS (Banking and Financial Services) (31%), Logistics (14%), Commerce (9%). Asset-light, people-driven IT services and consulting firm.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 480 | 666 | 762 | 883 | 1,007 |
| EBITDA (ex other income) | 79 | 108 | 137 | 146 | 182 |
| margin % | 16.4 | 16.2 | 17.9 | 16.6 | 18.1 |
| Owners' profit | 63 | 0 | 0 | 109 | 133 |
| EPS, as reported (₹) | 126.74 | 8.18 | 9.59 | 8.21 | 10.42 |
| ROE % · ROCE % | 19.9 · 24.1 | 20.3 · 25.2 | 19.0 · 23.1 | 17.6 · 20.8 | 17.1 · 22.5 |
| Debt / equity (x) | 0.01 | 0.00 | 0.02 | 0.09 | 0.04 |
| Cash from operations | 70 | 84 | 117 | 111 | 171 |
| Capex | (19) | (7) | (2) | (4) | (4) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 215 | 227 | 240 | 249 | 258 | 251 | 249 | 249 |
| Profit before tax | 35 | 36 | 37 | 43 | 51 | 38 | 47 | 43 |
| Net profit | 26 | 27 | 30 | 32 | 36 | 29 | 36 | 29 |
| EPS (₹) | 2.06 | 2.12 | 2.27 | 2.54 | 2.80 | 2.27 | 2.81 | 2.28 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| BFS | 312 | 31.0 |
| Logistics | 141 | 14.0 |
| Emerging vertical | 233 | 23.2 |
| Commerce | 88 | 8.7 |
| Emerging Vertical | 232 | 23.1 |
| Total, before eliminations | 1,007 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| TATA CONSULTANCY SERV LT | 7,96,690 | 16.0 | 7.34 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 3 Sept 2026 · Saksoft to hold virtual investor meeting on September 8 | board shareholder meetings | low | — | — |
| 2 Sept 2026 · Newspaper publication notice filed with NSE | compliance | minimal | — | — |
| 17 Aug 2026 · Saksoft Q1 FY27: Revenue flat at INR249 cr, maintains full-year guidance | investor communications | medium | — | — |
| 10 Aug 2026 · Earnings call recording uploaded to company website | investor communications | low | — | — |
| 10 Aug 2026 · AGM 2026: All 6 resolutions passed, final dividend Re. 0.55 approved | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Saksoft Q1 FY27 consolidated results published in newspaper | compliance | minimal | — | — |
| 8 Aug 2026 · Saksoft Q1-FY27: Profit falls 9.4% YoY on demand softness; reiterates $500M Vision 2030 | investor communications | medium | — | — |
| 7 Aug 2026 · Saksoft 27th AGM outcome — final dividend Rs 0.55 per share, 3 director appointments | board shareholder meetings | medium | — | — |
| 7 Aug 2026 · Saksoft updates list of Senior Management Personnel | management changes | medium | — | — |
| 7 Aug 2026 · Saksoft submits financial results for June 2026 quarter | results | high | — | — |
| 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 |
| 10.9 |
| 45.6 |
| 53.9 |
| 10.2 |
| 26.9 |
| INFOSYS LIMITED | 4,20,891 | 14.0 | 4.51 | 8.8 | 31.6 | 38.6 | 12.2 | 25.7 |
| HCL TECHNOLOGIES LTD | 3,27,456 | 18.7 | 4.35 | 11.7 | 22.1 | 26.2 | 11.5 | 20.9 |
| WIPRO LTD | 1,65,785 | 13.3 | 1.88 | 7.9 | 15.0 | 17.1 | 8.4 | 22.9 |
| TECH MAHINDRA LIMITED | 1,51,018 | 26.6 | 5.02 | 16.9 | 16.0 | 18.8 | 8.5 | 16.8 |
| LTM LIMITED | 1,27,635 | 24.4 | 5.29 | 15.4 | 20.7 | 24.8 | 27.9 | 20.0 |
| PERSISTENT SYSTEMS LTD | 87,015 | 44.8 | 11.10 | 29.8 | 23.8 | 28.5 | 28.6 | 17.8 |
| COFORGE LIMITED | 81,708 | 37.5 | 8.44 | 29.1 | 18.0 | 17.2 | 28.6 | 18.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 14.4 | 16.6 | 31 of 71 | 57% |
| P/B | 2.5 | 2.9 | 31 of 64 | 52% |
| ROCE | 21.4 | 14.2 | 20 of 78 | 75% |
| ROE | 17.1 | 11.5 | 19 of 67 | 73% |
| Debt / Equity | 0.0 | 0.0 | 37 of 68 | 46% |
| EBITDA margin | 19.0 | 18.4 | 30 of 65 | 55% |
| Revenue growth | (0.2) | 10.6 | 47 of 63 | 26% |
| Profit growth | (9.4) | 6.7 | 41 of 62 | 34% |
| Market cap | 1935 | 475 | 27 of 75 | 65% |
| 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.
