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Oracle Financial Services Software Q2 FY27 results: net profit up 28.6% to ₹702.40 crore, revenue up 6.6%
Oracle Financial Services Software Limited reported Q2 FY27 consolidated revenue of ₹1,907 crore, up 6.6% from Q2 FY26. Profit before tax rose 22.5% to ₹976.20 crore, while net profit increased 28.6% to ₹702.40 crore and basic EPS rose to ₹80.66.
Key points
- Q2 FY27 consolidated revenue was ₹1,907 crore, up ₹117.80 crore or 6.6% from Q2 FY26.
- EBITDA rose 22.6% to ₹925.60 crore and EBITDA margin expanded 6.3 percentage points to 48.5%.
- Profit before tax was ₹976.20 crore, up 22.5%, while net profit rose 28.6% to ₹702.40 crore.
- Basic EPS increased from ₹62.84 to ₹80.66, while no exceptional item was reported.
- In H1 FY27, revenue rose 38.2% to ₹5,031.80 crore and net profit increased 78.3% to ₹2,117.90 crore.
How did Oracle Financial Services Software perform in Q2 FY27?
Oracle Financial Services Software reported consolidated revenue of ₹1,907 crore for Q2 FY27, up ₹117.80 crore or 6.6% from ₹1,789 crore in Q2 FY26. Total income rose 6.3% to ₹1,972 crore. Against Q1 FY27, revenue fell ₹1,219 crore or 39.0% from ₹3,125 crore.
EBITDA rose 22.6% from ₹755.20 crore to ₹925.60 crore, lifting margin by 6.3 percentage points to 48.5%. Profit before tax increased 22.5% to ₹976.20 crore and net profit rose 28.6% to ₹702.40 crore, while basic EPS increased from ₹62.84 to ₹80.66.
Against Q1 FY27, EBITDA fell 50.7% to ₹925.60 crore and margin declined 11.5 percentage points to 48.5%. Profit before tax fell 49.6% to ₹976.20 crore, net profit fell 50.4% to ₹702.40 crore and basic EPS fell from ₹162.59 to ₹80.66. On a standalone basis, revenue was ₹1,426.5 crore and profit after tax was ₹627.5 crore.
| ₹ crore | Q2 FY27 | Q1 FY27 | Q2 FY26 | YoY | QoQ |
|---|---|---|---|---|---|
| Revenue from operations | 1,907 | 3,125 | 1,789 | +6.6% | −39.0% |
| Other income | 65.50 | 77.60 | 66.30 | −1.2% | −15.6% |
| Total expenses | 995.90 | 1,264 | 1,058 | −5.9% | −21.2% |
| EBITDA | 925.60 | 1,876 | 755.20 | +22.6% | −50.7% |
| EBITDA margin | 48.5% | 60.0% | 42.2% | +6.3 pp | −11.5 pp |
| Profit before tax | 976.20 | 1,939 | 797.20 | +22.5% | −49.6% |
| Tax | 273.80 | 523.20 | 251.10 | +9.0% | −47.7% |
| Net profit | 702.40 | 1,416 | 546.10 | +28.6% | −50.4% |
| EPS (₹) | 80.66 | 162.59 | 62.84 | +28.4% | −50.4% |
EBITDA here is revenue from operations less operating costs (total expenses excluding finance costs and depreciation): before other income and exceptional items. Growth is shown only when both figures are positive. Source: Company's results filing (XBRL).
What changed in Oracle Financial Services Software's costs and profit?
Total expenses fell ₹62 crore or 5.9% from ₹1,058 crore in Q2 FY26 to ₹995.90 crore in Q2 FY27. Employee cost declined ₹32 crore or 3.9% to ₹783 crore, finance costs fell ₹6.70 crore or 85.9% to ₹1.10 crore, depreciation fell ₹2.70 crore or 16.4% to ₹13.80 crore and other expenses declined ₹20.60 crore or 9.4% to ₹198 crore.
Other income fell ₹0.80 crore or 1.2% from ₹66.30 crore to ₹65.50 crore, while profit before tax rose ₹179 crore or 22.5% to ₹976.20 crore. Tax expense increased ₹22.70 crore or 9.0% to ₹273.80 crore, and net profit rose ₹156.30 crore or 28.6% to ₹702.40 crore. The company reported no exceptional item.
The filing stated that the quarter included revenue of ₹9,353 million and other income of ₹191 million from an agreement with an existing customer covering software product licensing, transfer of personnel and transition services. It also stated that employee benefit expenses included employee severance expenses of ₹299 million in the quarter.
| ₹ crore | Q2 FY27 | Q2 FY26 | Change | Change % |
|---|---|---|---|---|
| Cost of materials | 0 | 0 | 0 | |
| Employee cost | 783 | 815 | −32 | −3.9% |
| Finance costs | 1.10 | 7.80 | −6.70 | −85.9% |
| Depreciation | 13.80 | 16.50 | −2.70 | −16.4% |
| Other expenses | 198 | 218.60 | −20.60 | −9.4% |
| Total expenses | 995.90 | 1,058 | −62 | −5.9% |
| Other income | 65.50 | 66.30 | −0.80 | −1.2% |
| Tax | 273.80 | 251.10 | +22.70 | +9.0% |
Source: Company's results filing (XBRL).
How did the first half of FY27 go?
In H1 FY27, Oracle Financial Services Software reported revenue of ₹5,031.80 crore, up ₹1,390.80 crore or 38.2% from ₹3,641 crore in H1 FY26. Total income rose 36.9% to ₹5,174.90 crore and profit before tax increased 71.2% to ₹2,914.90 crore.
Net profit for the first half rose 78.3% from ₹1,188 crore to ₹2,117.90 crore, while EPS increased from ₹136.71 to ₹243.24. The filing said employee benefit expenses in the six months included employee severance expenses of ₹1,450 million.
| ₹ crore | H1 FY27 | H1 FY26 | Change |
|---|---|---|---|
| Revenue from operations | 5,032 | 3,641 | +38.2% |
| Profit before tax | 2,915 | 1,703 | +71.2% |
| Net profit | 2,118 | 1,188 | +78.3% |
| EPS (₹) | 243.24 | 136.71 | +77.9% |
Source: Company's results filing (XBRL).
What do the balance sheet and cash flow show?
Total assets stood at ₹9,795.20 crore on 30 September 2026, compared with ₹9,933.90 crore on 31 March 2026. Total equity was ₹7,688.80 crore against ₹7,826.50 crore, while borrowings remained unchanged. Cash rose to ₹1,615 crore from ₹1,488.20 crore.
Trade receivables fell to ₹1,198.60 crore from ₹1,351.40 crore, while trade payables rose to ₹98.50 crore from ₹93.80 crore. In H1 FY27, operating cash flow was ₹2,354.30 crore, compared with ₹1,029.70 crore in H1 FY26; investing cash flow was ₹109 crore against ₹1,810.20 crore, and financing cash flow was a net outflow of ₹2,355.70 crore against ₹2,313.10 crore.
Capital expenditure in H1 FY27 was ₹19 crore, compared with ₹46.20 crore in H1 FY26. The filing did not provide closing cash for either cash-flow period.
| ₹ crore | As of 30 September 2026 | As of 31 March 2026 |
|---|---|---|
| Total assets | 9,795 | 9,934 |
| Total equity | 7,689 | 7,826 |
| Borrowings | 0 | 0 |
| Cash and equivalents | 1,615 | 1,488 |
| Inventories | 0 | 0 |
| Trade receivables | 1,199 | 1,351 |
Source: Company's results filing (XBRL).
| ₹ crore | H1 FY27 | H1 FY26 |
|---|---|---|
| Cash from operations | 2,354 | 1,030 |
| Cash from investing | 109 | 1,810 |
| Cash from financing | −2,356 | −2,313 |
| Capital expenditure | 19 | 46.20 |
Source: Company's results filing (XBRL).
How has Oracle Financial Services Software done over the last 8 quarters?
Revenue increased year on year in each of the last seven quarters. It peaked at ₹3,125.20 crore in Q1 FY27 before falling to ₹1,906.60 crore in Q2 FY27; the lowest revenue in the period shown was ₹1,715.20 crore in Q3 FY25.
Net profit peaked at ₹1,415.50 crore in Q1 FY27 and fell to ₹702.40 crore in Q2 FY27; its lowest point in the period shown was ₹541.30 crore in Q3 FY25. EBITDA margin peaked at 60.0% in Q1 FY27 and eased to 48.5% in Q2 FY27, against a low of 41.6% in Q3 FY25.
Profit rose year on year in each of the last four quarters. The current quarter therefore followed the seven-quarter revenue growth streak, while revenue, profit and margin were lower than in Q1 FY27.
Which businesses drove the quarter?
In product licences and related activities, revenue was ₹1,715.80 crore, up 5.7% from ₹1,623.20 crore in the year-ago quarter. Segment EBIT was ₹897.90 crore, compared with ₹776.70 crore, and the reported EBIT margin was 52.3%.
In IT solutions and consulting services, revenue rose 15.2% to ₹190.80 crore from ₹165.60 crore in the year-ago quarter. Segment EBIT increased to ₹67.90 crore from ₹39.60 crore, with a reported EBIT margin of 35.6%.
| Segment | Revenue | Revenue YoY | EBIT | EBIT margin |
|---|---|---|---|---|
| Product licenses and related activities | 1,716 | +5.7% | 897.90 | 52.3% |
| IT solutions and consulting services | 190.80 | +15.2% | 67.90 | 35.6% |
Source: Company's results filing (XBRL segment data).
How did Oracle Financial Services Software shares react?
The filing appeared after market. From the price when the filing appeared, the stock rose 2.1% after five minutes, 1.8% after 15 minutes and 2.3% after 30 minutes. From the pre-results close of ₹9,677, it rose 2.4% by the first session’s close.
By the next day’s close, the stock was up 2.6% from its pre-results close, and by the fifth session’s close it was up 0.7%. The Software Products industry median rose 2.0% on the reaction day, 3.6% by the next close and 1.8% by the fifth close; OFSS therefore moved 0.5 percentage points above the industry on the reaction day and 1.0 percentage point below it by the next close.
Earlier results-day moves were mixed: 7.7% on 22 April 2026, 2.8% on 21 January 2026, a fall of 2.0% on 17 October 2025 and a rise of 1.9% on 23 July 2025. Earlier reactions also included a fall of 3.7% on 15 January 2025, a rise of 1.5% on 24 October 2024 and a fall of 0.5% on 24 July 2024.
| After the filing | Stock | Software Products median |
|---|---|---|
| 5 minutes | +2.1% | |
| 15 minutes | +1.8% | |
| 30 minutes | +2.3% | |
| Reaction day | +2.4% | +2.0% |
| Next day | +2.6% | +3.6% |
| 5 days | +0.7% | +1.8% |
Minutes are measured from the price when the filing appeared; days from the previous close. Source: MarketPing price-reaction measurement.
| Results filed on | Stock on the reaction day |
|---|---|
| 22 July 2026 | −0.0% |
| 22 April 2026 | +7.7% |
| 21 January 2026 | +2.8% |
| 17 October 2025 | −2.0% |
| 23 July 2025 | +1.9% |
| 15 January 2025 | −3.7% |
| 24 October 2024 | +1.5% |
| 24 July 2024 | −0.5% |
Source: MarketPing price-reaction measurement.
How did other Software Products companies do?
Nine other Software Products companies that had filed for the quarter were compared, with a median revenue growth of 13.9%. Among them, three grew revenue more slowly than Oracle Financial Services Software and five grew faster than the company, based on its 6.6% revenue growth in Q2 FY26 comparisons.
Of the 13 peers for which profit was compared, seven reported higher profit. The peer figures were available as of 4 November 2026.
| Oracle Financial Services Software revenue growth (YoY) | +6.6% |
|---|---|
| Median of 9 other Software Products companies | +13.9% |
| Companies with slower revenue growth than Oracle Financial Services Software | 3 of 9 |
| Companies with faster revenue growth than Oracle Financial Services Software | 5 of 9 |
| Companies whose net profit rose | 7 of 13 |
Source: Filed results (XBRL) of the industry's companies.
Quick answers
What was Oracle Financial Services Software's revenue in Q2 FY27?
Revenue from operations was ₹1,907 crore, up 6.6% from ₹1,789 crore in Q2 FY26 (consolidated).
Did Oracle Financial Services Software make a profit in Q2 FY27?
Yes. Net profit was ₹702.40 crore, against a net profit of ₹546.10 crore in Q2 FY26.
What was Oracle Financial Services Software's EPS in Q2 FY27?
Basic earnings per share were ₹80.66, against ₹62.84 in Q2 FY26.
How did Oracle Financial Services Software shares react to the Q2 FY27 results?
On the reaction day the stock moved +2.4% from the previous close; the median Software Products stock moved +2.0%.
When did Oracle Financial Services Software announce its Q2 FY27 results?
On 23 October 2026, in a filing to the NSE.
Sources
- Board Meeting Intimation for Financial Results (BSE, 15 October 2026) · PDF
- Outcome of Board Meeting (NSE, 23 October 2026) · PDF
How this was written: every figure in the tables and charts is calculated from the company’s filed results (XBRL) and MarketPing’s price measurements. The text is drafted with AI from those figures and the filings, and a checker removes any sentence carrying a number it cannot trace to them. How we write these.
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