• The document is a regulatory disclosure of the transcript from the Q1 FY2027 Earnings Conference Call held on August 3, 2026, from 4:00 PM to 5:00 PM IST.
  • The event was an earnings call conducted through virtual mode from the company's Registered Office in Bengaluru to discuss the Audited Financial Results for the quarter ended June 30, 2026.
  • The stated purpose was to discuss quarterly results and provide a strategic update, following the company's filing of results with the exchanges.
  • Management participants included: Mr. Rajiv Mody (Chairperson, Managing Director & CEO), Mr. Hareesh Ramanna (Chief Experience Officer & President, Borqs Technologies), Dr. Anup Savla (CEO, Sasken Silicon), Mr. Priyaranjan (CFO), and Ms. Mohini Ray (Investor Relations Manager).
  • The transcript and recording were made available on the company's website at https://www.sasken.com/investors/quarterly-results under the path: FINANCIAL YEAR 2026-2027: Q1 | Q1 FY27 Earnings Call – Transcript.
  • The call included standard safe harbor statements noting that forward-looking statements involve risks and uncertainties.

Financial Highlights Discussed (from Transcript)

  • Revenue Performance: Total consolidated revenue for Q1 FY27 was ₹339 Crores, up 24% YoY and 1.6% QoQ.
  • Software Services revenue: ₹219 Crores, up 24.3% YoY and 4.8% QoQ.
  • Product Solutions revenue: ₹120 Crores, up 23.6% YoY but down 3.9% QoQ.
  • Margins: Gross margin stood at 21.9% (₹74 Cr). Software Services gross margin improved 240 bps to 30.6%, while Product Solutions margin moderated to 5.9% (down 310 bps QoQ).
  • Profitability: EBITDA was ₹31 Crores (9.5% margin); EBIT was ₹21 Crores (6.3% margin); PAT was ₹23 Crores (6.9% margin).
  • Order Booking: Total Contract Value (TCV) of $47 million, with $34 million from new deals. Annual Contract Value (ACV) was $40 million.
  • Customer Metrics: 93 active customers (vs. 79 YoY), added 5 new logos. Top 5 customer concentration at 56%.
  • Headcount: Global headcount reached 2,658, with attrition at 9.8% and utilization at 85%.
  • Cash Position: Strong balance sheet with cash and investments of ₹356 Crores.
  • Strategic Themes: Focus on 'Chip-to-Cognition' strategy, AI-led engagements, and scaling through the '60x4x3' customer growth strategy.

Additional Notes Section

  • The document is a formal submission to BSE and NSE containing the earnings call transcript as an enclosure.
  • The transcript was edited for clarity and readability but may contain errors; the company disclaims responsibility for transcription inaccuracies.
  • The document includes a detailed Q&A session with analysts from firms including Niveshaay, Vallum Capital, Toro Wealth Managers, Nuvama AMC, Bowhead Investments, CARE PMS, TPF Capital, and ithought PMS.