Excelsoft Technologies Ltd
Excelsoft Technologies Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #13 of 38 in IT - Services
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The short version
US remains a key geography driving growth, continuing as an important market. Excelsoft aims to achieve a steady-state EBITDA margin of around 35%, improving from about 31% in the last year after exceptional items.
From Excelsoft Technologies Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- US remains a key geography driving growth, continuing as an important market.
- Significant growth traction is expected in the UK and Europe markets.
- Middle East and Southeast Asia are promising regions with recent new customer wins poised to grow into large accounts.
- India strategy implementation is planned soon to tap into domestic opportunities.
- Edtech services drive majority growth, with Learning and Student Success and Design Content divisions showing stagnant growth historically.
- Strategic partnerships (e.g., AQA, VTCT) are expected to expand digital assessment and vocational education markets.
- Investments in AI and infrastructure are anticipated to enhance product capabilities, supporting revenue growth.
2 more points from Excelsoft Technologies Ltd's call on revenue
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Profitability & Margins
See what Excelsoft Technologies Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 62 crores of IPO proceeds plus internal accruals earmarked for purchase of land and construction of a new development center in Mysore.
- INR 39.5 crores invested to upgrade the existing Mysore facility, including modernization of electrical, digital infrastructure, hardware, software, cloud systems, and network enhancements.
- Physical infrastructure development planned over about two years to increase capacity and consolidate multiple rented locations.
- IT infrastructure investments ongoing to scale delivery capacity, accelerate innovation, and strengthen readiness for global opportunities.
- Deposit funds of about INR 245 crores earmarked for growth and inorganic growth, particularly acquisitions.
- Active due diligence on potential acquisition targets aimed at markets such as the US and UK to add customers, complementary strengths, and profitability.
2 more points from Excelsoft Technologies Ltd's call on capex
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Excelsoft Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- It indicates strong traction with new customer wins, especially in UK, Europe, Middle East, and Southeast Asia.
- Several recent customer wins have the potential to grow into large accounts.
- The company is actively pursuing acquisitions to complement growth and expand market presence.
- The business is seasonal and cyclical, with billing spikes expected in Q3 and Q4, indicating a backlog of work and order execution timing.
2 more points from Excelsoft Technologies Ltd's call on order book
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Excelsoft Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹81 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Excelsoft Technologies Ltd's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Excelsoft Technologies Ltd Q2 FY26 results?
US remains a key geography driving growth, continuing as an important market. Excelsoft aims to achieve a steady-state EBITDA margin of around 35%, improving from about 31% in the last year after exceptional items.
What is Excelsoft Technologies Ltd share price analysis?
Excelsoft Technologies Ltd currently shows a neutral. The stock trades at a P/E of 20.7 with a market cap of ₹968 Cr. Investors should review the full earnings analysis for detailed insights.
Is Excelsoft Technologies Ltd planning capital expenditure?
INR 62 crores of IPO proceeds plus internal accruals earmarked for purchase of land and construction of a new development center in Mysore.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.