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Fidel Softech Ltd

Q2 FY26IT - Software

Fidel Softech Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹140
Market cap₹188 Cr
P/E13.9
Updated23 Aug 2026
Read4 min read

The short version

Fidel Softech targets 30% to 40% top-line growth for FY '25-'26, driven by organic and inorganic growth, including recent acquisitions in the U.S. Fidel Softech targets 30% to 40% revenue growth for FY '25-'26, driven by organic and inorganic growth including recent U.S.

From Fidel Softech Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Fidel Softech targets 30% to 40% top-line growth for FY '25-'26, driven by organic and inorganic growth, including recent acquisitions in the U.S. and Japan.
  • H2 FY '26 revenues are expected to be better than H1, fueled by consolidation of acquired businesses and new proposals from clients.
  • The U.S. acquisition (Techvine) has an annual revenue run rate of ~$3 million, with $1.5–$2 million expected annually, supporting growth from H2 onwards.
  • AI services, currently contributing INR 1.2 crores, are projected to grow significantly, with ambitions for each vertical (including AI) to contribute INR 20–25 crores.

2 more points from Fidel Softech Ltd's call on revenue

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Profitability & Margins

See what Fidel Softech Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • The company has taken a debt of INR 16 crores, secured against accrued cash, to fund growth opportunities, indicating strategic investment capacity.
  • Investments are being made in digital marketing initiatives and building AI-enabled services capabilities.
  • AI services team has been put together focusing on AI engine evolution and data pipeline services, aiming to develop vertical competencies.

2 more points from Fidel Softech Ltd's call on capex

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Top-ranked in IT - Software

Ranked on what management guided this quarter

Guidance-ranked
1Workmates Core2
Rev 1Mar 1
2Virtual Galaxy
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Fidel Softech Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • The company sees most budgets for client projects coming up for discussion and renewal by end of November or December, with new proposals expected from January onwards, which will help drive growth. (Page 10)
  • Fidel Softech expects to achieve 30%-40% overall growth for the full year, with H2 being stronger than H1 due to consolidation of acquisitions and new business. (Pages 8, 10)
  • Current U.S. acquisition (Techvine) is about $3 million annually; only partial revenue consolidated in H1. Expect U.S. revenues of about $1.5 to $2 million annually as contracts get extended in later quarters. (Pages 7, 9, 10)

2 more points from Fidel Softech Ltd's call on order book

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Fidel Softech Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹37 Cr, net profit ₹4 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

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What Fidel Softech Ltd's management said in earlier quarters

Others in IT - Software this season

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  • 3i Infotech Ltd (Q2 FY26)

    Q2 FY26 consolidated revenue from operations: ₹174.9 crore, a 2.5% increase quarter-on-quarter (QoQ) but a 2% decrease year-on-year (YoY) from ₹177.6 crore in…

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  • Cybertech Systems & Software Ltd (Q2 FY26)

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Frequently Asked Questions

What were Fidel Softech Ltd Q2 FY26 results?

Fidel Softech targets 30% to 40% top-line growth for FY '25-'26, driven by organic and inorganic growth, including recent acquisitions in the U.S. Fidel Softech targets 30% to 40% revenue growth for FY '25-'26, driven by organic and inorganic growth including recent U.S.

What is Fidel Softech Ltd share price analysis?

Fidel Softech Ltd currently shows a neutral. The stock trades at a P/E of 13.9 with a market cap of ₹188 Cr. Investors should review the full earnings analysis for detailed insights.

Is Fidel Softech Ltd planning capital expenditure?

The company has taken a debt of INR 16 crores, secured against accrued cash, to fund growth opportunities, indicating strategic investment capacity. - Investments are being made in digital marketing initiatives and building AI-enabled services capabilities. - AI services team has been put together focusing on AI engine evolution and data pipeline services, aiming to develop vertical competencies. - The company is cautiously balancing growth with profitability and cash flow generation, showing a clear focus on sustainable investments.

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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.