Sahana Systems Ltd
Sahana Systems Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q2 FY26 call signalled
5 of 5 strong
The short version
Revenue targets are INR210 crores for FY 2026, INR350 crores for FY 2027, and INR500 crores for FY 2028 (consolidated). Revenue targets: INR210 crores (FY 2026), INR350 crores (FY 2027), INR500-1,000 crores (FY 2028 and beyond).
From Sahana Systems Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue targets are INR210 crores for FY 2026, INR350 crores for FY 2027, and INR500 crores for FY 2028 (consolidated).
- The company projects crossing INR3,000 crores in annual revenue within 5 years across different segments.
- Plans to achieve INR5,000 crores in revenue in around 6 years.
- Growth driven by multiple business verticals: defense (targeting INR1,000-2,000 crores in 5 years), system integration in marine ecosystem (INR500-600 crores), and master system integration for government (INR1,000 crores).
- Current order book secured for next 1-1.5 years, with strong pipeline and over 80% chances of winning significant large-scale projects.
- Future growth supported by recurring business and new marquee projects, especially in defense and government sectors.
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Profitability & Margins
See what Sahana Systems Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Current and future capex plans are aligned with project execution and business growth.
- For ongoing projects, existing cash flow is adequate to support current capex needs.
- Large-scale projects in the pipeline (potentially worth around INR 1,000 crores each) might require additional funding.
- The company may opt for bank facilities like overdraft (OD) and cash credit (CC) for cash flow support if large projects are secured earlier than anticipated.
- No strict timeline given for additional fund raising; decisions will be made based on project achievement.
- Strategic investments include R&D in EV charging station security and IoT-enabled solutions.
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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 Sahana Systems Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Sahana System Limited has confirmed order book visibility for the next 1 to 1.5 years from existing confirmed orders.
- The company is among shortlisted vendors for several large-scale projects worth around INR 1,000 crores each, with a high chance (>80%) of winning.
- Current confirmed orders have been won over the past 6 to 12 months, supporting revenue recognition in the near term.
- The company projects booking around INR 200 crores revenue in FY 2026, INR 650 crores in FY 2027, and around INR 500 crores (standalone) in FY 2028.
- Larger scale projects in the pipeline could push overall order book substantially, with potential order inflows beyond 1.5 years.
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What Sahana Systems Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Sahana Systems Ltd Q2 FY26 results?
Revenue targets are INR210 crores for FY 2026, INR350 crores for FY 2027, and INR500 crores for FY 2028 (consolidated). Revenue targets: INR210 crores (FY 2026), INR350 crores (FY 2027), INR500-1,000 crores (FY 2028 and beyond).
What is Sahana Systems Ltd share price analysis?
Sahana Systems Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 12.7 with a market cap of ₹859 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sahana Systems Ltd planning capital expenditure?
Current and future capex plans are aligned with project execution and business growth.
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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.