Saksoft Q3 FY26: Revenue Up 11% YoY to ₹250 Cr, Profit Rises 7% to ₹29 Cr
Saksoft's Q3 FY26 revenue grew 11% YoY to ₹250 Cr, with profit up 7% to ₹29 Cr. EBITDA margins were stable at 18.1%. The company secured new digital transformation deals in logistics and commerce, including an AI innovation lab. Management remains confident in achieving its US$500 million revenue goal by 2030, driven by existing clients and AI-led initiatives.
The results show consistent year-on-year growth and new business wins, which are positive indicators. However, the sequential revenue decline and the explanation for it introduce a slight caution, preventing a 'High' impact. The long-term vision and strategic initiatives are positive but their full impact is yet to be realized.
The company reported year-on-year revenue and profit growth, secured new significant deals, and expressed confidence in achieving its long-term revenue targets, despite a slight sequential dip attributed to temporary client spending slowdowns.
Saksoft Limited reported its Q3 FY26 results, with revenues reaching approximately ₹250 crores, marking an 11% year-on-year increase. The EBITDA for the quarter stood at ₹45 crores, a 19% year-on-year growth, with EBITDA margins at 18.1%. Sequentially, revenues saw a slight decline of around 3% due to a temporary spending slowdown from two large customers, attributed to budget reprioritization rather than project cancellations.
The net profit for the quarter was ₹29 crores, up 7% year-on-year, with PAT margins at 11.57%. This figure includes a one-time exceptional provision of ₹4.86 crores towards new labor code requirements.
For the first 9 months of FY26, operating revenues were approximately ₹758 crores, an 18% year-on-year growth. EBITDA grew by nearly 29% to ₹142 crores, with margins at 18.7%. Net profit for the period was ₹97 crores, a 24% year-on-year increase, with PAT margins at 12.8%.
Geographically, the Americas contributed 50% to the 9-month revenues, followed by Europe (29%) and Asia Pacific/other regions (21%). The onsite revenue mix was 44%, with offshore at 56%. Verticals contributing to revenue included BFS (31%), emerging verticals (47%), logistics (14%), and commerce (8%).
The company highlighted securing a multi-year digital transformation engagement with a leading U.S. carrier for modernization and AI adoption. In the commerce vertical, a joint AI innovation lab was established with a technology distributor. Additionally, Saksoft is working with a European telecom operator on a quality and process maturity transformation program.
Management expressed confidence in progressing towards their Vision 2030 goal of achieving US$500 million in revenues, driven by scaling AI-led engineering, data and intelligent operations, expanding managed services, and increasing multi-year engagements. The company anticipates that 80-85% of future revenue growth will come from existing customers, with a focus on increasing wallet share.
What to do with a filing like this
Saksoft Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Saksoft Limited. Read the original for the full detail.