Saksoft Limited conducted a conference call to discuss its financial performance for the fourth quarter and full Financial Year 2026. The event was an earnings conference call moderated by Mr. Vinay Menon from Monarch Networth Capital Limited.

The call was held on May 26, 2026. The specific time and time zone were not disclosed in the provided data.

The stated purpose of the event was to discuss the company's performance for the fourth quarter and full Financial Year 2026.

Management Participants:

  • Mr. Aditya Krishna – Promoter and Chief Executive Officer
  • Mr. Niraj Kumar – Chief Operating Officer and Chief Financial Officer
  • Ms. Avantika Krishna – Chief Executive Director

No information was provided regarding the availability of a presentation, earnings deck, transcript, or recording on the company's website or elsewhere.

The data does not contain any explicit compliance language stating that no unpublished price sensitive information (UPSI) would be shared.

Financial Period Discussed: Q4 FY26 and Full Year FY26 (Year ended March 31, 2026)

Financial Highlights Disclosed:

Q4 FY26 Performance:

  • Revenue from operations: INR 249 crores (4% YoY growth, -0.8% QoQ)
  • EBITDA: INR 45 crores (24% YoY growth)
  • EBITDA Margin: 18.19% (expansion of 301 bps YoY)
  • Net Profit: INR 36 crores (20% YoY growth)
  • PAT Margin: 14.44% (expansion of 192 bps YoY)

Full Year FY26 Performance:

  • Operating Revenue: INR 1,007 crores (14% YoY growth)
  • EBITDA: INR 187 crores (28% YoY growth)
  • EBITDA Margin: 18.57% (expansion of 201 bps YoY)
  • Net Profit: INR 133 crores (23% YoY growth)
  • PAT Margin: 13.23% (expansion of 91 bps YoY)

Other Key Operational Metrics (Full Year FY26):

  • Geographic Revenue Split: Americas 50%, Europe 29%, Asia Pacific & Other 21%
  • On-site/Offshore Mix: 44% on-site, 56% offshore
  • Vertical Revenue Split: BFSI 31%, Emerging Verticals 47%, Logistics 14%, Commerce 8%
  • Customer Metrics: 16 customers with US$1 million+ revenue
  • Employee Count: 2,494 total (2,277 technical)
  • Utilization (ex-trainees): 83%
  • Net Cash & Bank Balance: INR 223 crores (positive)

Dividend Announcement:

The Board approved a final dividend of 55% (INR 0.55 per equity share), making the total dividend for the year 100% of the face value of INR 1.

Forward-Looking Statements & Strategic Themes:

Management expressed confidence in the company's long-term growth strategy despite near-term uncertainties. Key strategic themes discussed included:

  • Significant investment in AI capabilities and accelerators
  • Focus on increasing wallet share within existing top 20 clients (95-98% of growth expected from existing customers)
  • Target to achieve US$500 million revenue by 2030
  • Pipeline at record high of USD 25 million, though customer decision-making cycles are elongated
  • Expectation of margin improvement over the long term through AI adoption, though near-term compression is possible due to investment and customer expectations
  • Hiring of senior leadership in key geographies (Chief Growth Officer for Americas already joined, Chief Growth Officer for UK/Europe joining end of June)

Additional Notes Section

The document provided is a transcript of the earnings conference call. No attachments were mentioned in the provided data.

Substantial financial data was disclosed as part of the earnings discussion.