SoftTech Q4 PAT Surges 2600% YoY

The document contains the transcript of SoftTech Engineers Limited's Q4 and FY 2025-26 Earnings Conference Call held on June 2, 2026. This was the company's maiden earnings conference call.
The event was scheduled for June 2, 2026, at 11:00 AM IST. The call was hosted by Go India Advisors.
The stated purpose of the event was to discuss the company's Q4 and full-year FY26 financial results and provide business updates.
The meeting was held after the earnings announcement, as referenced by previous letters dated May 28, 2026 and June 2, 2026.
Management participants included:
Mr. Vijay Gupta, Founder, Managing Director and CEO (also referred to as Chairman)
Mr. Deepak Bang, Chief Financial Officer
Ms. Aadishri Apte, Company Secretary and Compliance Officer
Ms. Priya Sen from Go India Advisors (host)
The transcript of the earnings call was made available on the company's website at https://softtechglobal.com/investors/investor-meet/ and submitted to the stock exchanges.
The company included standard forward-looking statement disclaimers, noting that discussions may include certain forward-looking statements that must be viewed in conjunction with the risks the company faces.

Q4 FY26 Performance:

Revenue from operations: INR 46.6 Cr (vs. INR 31 Cr in Q4 FY25, +50% YoY)
EBITDA: INR 10 Cr (vs. INR 4.7 Cr in Q4 FY25, +110% YoY)
EBITDA margin: 21% (vs. 15% in Q4 FY25)
Profit before tax: INR 4.1 Cr (vs. INR 0.5 Cr in Q4 FY25)
Profit after tax: INR 2.7 Cr (vs. INR 0.1 Cr in Q4 FY25, +2600% YoY)
Sequential growth from Q3 FY26: Revenue +43%, PBT +113%, PAT +133%

Full Year FY26 Performance:

Revenue from operations: INR 132.9 Cr (vs. INR 95.2 Cr in FY25, +40% YoY)
EBITDA: INR 32.2 Cr (vs. INR 22.3 Cr in FY25, +45% YoY)
EBITDA margin: 24% (vs. 23% in FY25)
Profit before tax: INR 8.9 Cr (vs. INR 3.3 Cr in FY25, +173% YoY)
Profit after tax: INR 5.3 Cr (vs. INR 1.3 Cr in FY25, +308% YoY)
Operational improvements: Days Sales Outstanding improved to 260 days from 372 days in FY25; Cash collection cycle improved to 169 days from 270 days

Business Metrics:

Airport Authority of India Mandate: Received mandate for creating a digital platform (CivitINFRA) to monitor and govern all airport construction projects with real-time dashboard, milestone checking, and BIM-based visualization.
TDR Platform Launch: Launched Civit TDR platform for Mumbai Municipal Corporation (BMC) - an online trading platform for Transferable Development Rights certificates. Made mandatory for all TDR transactions in Mumbai from May 10, 2026. The company earns 0.5% transaction fee on all trades.
International Expansion: Progress in German market with technology presentations and prototyping customers. Planning to launch twinning platform and government permitting portal. Also mentioned Oman tender (L2 position) and initial traction in US market.
Product Launches: Introduced CivitTwin, an AI-powered agent solution for pre-checking building plans, launched by Honourable Chief Minister of Maharashtra. Also working on CivitMetaverse to connect construction industry to manufacturing.
New Contracts: Won projects for CivitBUILD from leading construction enterprises and CivitSUSTAIN from Mitsubishi for water management projects with Delhi Jal Board.
Market Penetration: Building permission systems implemented in over 1,500 cities across 18 states in India.

Revenue target of INR 300 Cr within next 3-4 years
EBITDA margin target of 25-30%
Expected growth rate of 25-27% for FY27
Focus on expanding overseas business (Germany, Middle East, US) while maintaining ~50% revenue from India

The document was submitted as an enclosure to the stock exchanges (NSE and BSE) on June 4, 2026
The transcript was digitally signed by Aadishri Aniket Apte, Company Secretary
The document contains the complete Q&A session with analysts covering various aspects of the business including order book composition, geographic expansion plans, tax calculations, working capital management, and competitive positioning