Saksoft Ltd

Q3 FY26IT - Software

Saksoft Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q3 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹164

Market cap₹2.2K Cr

P/E16.4

Updated23 Aug 2026

Read4 min read

The short version

Targeting US$500 million revenue by FY2030-31, approximately a 4.5x growth from current levels. Saksoft targets reaching $500 million revenue by FY 2030-31, implying a 4.5x growth and around 26-27% organic growth YoY.

From Saksoft Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Targeting US$500 million revenue by FY2030-31, approximately a 4.5x growth from current levels.
Expected organic growth of 26%-27% year-on-year to achieve this target.
80%-85% of revenue growth anticipated from existing customers by increasing wallet share.
Addition of new clients also factored into growth, with 16 current clients generating over US$1 million.
Some inorganic growth possible via acquisitions (~INR 250-300 crores), though no targets identified yet.
Scaling driven by winning larger deals, including multi-year contracts and vendor consolidation.
Growth focus on outcome-based contracts, AI-enabled engineering, and managed services.
Investments ongoing in sales capability and talent to support future growth.
Margins expected to stabilize around 18% EBITDA despite competitive pricing and discounting on some deals.

Profitability & Margins

Saksoft targets reaching $500 million revenue by FY 2030-31, implying a 4.5x growth and around 26-27% organic growth YoY.
This is aspirational; even if $500 million is not achieved, the company expects at least $400 million (3.5x-4x current size).
Organic growth of 15-20% per annum is evident based on past performance.
EBITDA margins are expected to stabilize around 18%, with some quarters reaching 19-20%; recent quarterly margin was 18.1%.
Profit margins influenced positively by rupee depreciation and AI-driven efficiencies.
Investments in talent and capability building may cause some short-term margin fluctuations.
Increased focus on outcome-based projects, AI-enabled engineering, and vendor consolidation expected to drive sustained revenue and margin growth.
Net profit delivered 7-24% YoY growth recently, with PAT margins around 11.5-12.8%.

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

Capital Expenditure Plans

Saksoft is investing significantly in people and building capabilities rather than traditional capex like office space or laptops.
Major investments are focused on:
- Training and mentoring client partners to transition from selling bodies (staff augmentation) to outcome-based selling.
- Building six Centres of Excellence in areas like testing, data, digital engineering, Salesforce Service, cloud infrastructure, and security.
- Developing AI accelerators and frameworks as AI is considered a hygiene factor for their services.
The company is also making strategic investments in senior talent, especially in growth geographies like North America, the UK, and Europe.
No explicit mention of large capital expenditures in physical assets; focus is on capability-building and technology investments, including AI-enabled platforms and automation.
They continue to explore inorganic growth opportunities (acquisitions) strategically but have no specific targets at present.

Top-ranked in IT - Software

Ranked on what management guided this quarter

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1Virtual Galaxy Infotech Ltd₹356 Cr

Rev 1Mar 3

2CapitalNumbers₹193 Cr

Rev 2Mar 1

3₹140 Cr

Rev 2Mar 1

4₹1.8K Cr

Rev 2Mar 2

5₹3.7K Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

There is no specific mention of any current or planned fundraising through debt or equity in the provided transcript.
The company indicated it is open to acquisitions funded through internal accruals rather than external financing.
Management emphasized organic growth and selective inorganic growth without discussing new debt or equity raising.
The focus is on internal management bandwidth and readiness for acquisitions without external capital raises.
No explicit plans to raise funds via debt or equity were discussed in the Q&A or management commentary.

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

Order Book & Pipeline

The transcript from the Saksoft Limited Q3 FY26 conference does not explicitly mention the current or expected order book or pending orders in clear figures. However, from the context, these points can be inferred: - The company is participating in many more large deals and RFPs compared to 12 months ago, showing improving maturity and win ratios. - Recent significant deal wins include a US carrier RFP involving vendor consolidation, an AI innovation lab for a new customer, and a telecom operator contract in Europe. - These contracts indicate a growing and promising pipeline with multi-year engagements (3-4 years). - The company expects growth from both existing clients (80-85%) and new clients, aiming for $500 million revenue by 2030-31. - Management remains hopeful about scaling revenues despite short-term spending deferments by some top clients. No exact order book or pending order numbers are disclosed in the available pages.

Saksoft Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹249 Cr, net profit ₹36 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Saksoft Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Saksoft Ltd Q3 FY26 results?

What is Saksoft Ltd share price analysis?

Saksoft Ltd currently shows a neutral. The stock trades at a P/E of 16.4 with a market cap of ₹2,197 Cr. Investors should review the full earnings analysis for detailed insights.

Is Saksoft Ltd planning capital expenditure?

Saksoft is investing significantly in people and building capabilities rather than traditional capex like office space or laptops.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.