Fidel Softech Q4 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹247 Cr
- P/E
- 18.26
- ROE
- 25.76%
- Price to sales
- 2.00
- Debt to equity
- 0.77
- 52W high / low
- ₹195 / ₹117
- EBITDA margin
- 13.06%
- Net profit margin
- 12.96%
- Promoter holding
- 73.07%
- Sales (last year)
- ₹124 Cr
Incorporated in 2004, Fidel Softech Ltd provides technology solutions & services with local language delivery & support. It specializes in Language Engineering, Enterprise product services and Cloud Infrastructure services[1]
Guidance scorecard · Q4 FY26 call
What Fidel Softech Ltd's management guided
and where it ranks in IT - Software
IT - Software
RevenueQ4 FY26 call
20–40%- The company aims to sustain the current quarterly revenue of around ₹37 crore as a minimum baseline across the four quarters in the new financial year.
- There is a target to grow revenues beyond this minimum, leveraging both organic growth and acquisitions like IM Corporation and a US-based acquisition.
- Mid-term vision includes achieving ₹300 crore revenue in 3 to 3.5 years, with a longer-term goal of 5X revenue growth in 5 years.
- Growth is planned at a steady rate, aiming for 7-10% quarter-on-quarter, translating to 35-40% year-on-year growth.
- Focus on expanding in existing geographies: Japan, US, and India, with openness to new emerging markets like Africa and regions showing demand.
- Expectation to grow through AI-enabled services, POCs, language localization, and digital transformation solutions in manufacturing SMEs.
2 more points from Fidel Softech Ltd's call on revenue
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MarginsQ4 FY26 call
FlatSee what Fidel Softech Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
Planned- The company is investing in platform-building initiatives to enhance end-to-end solution delivery and scale globally.
- Focus on digital transformation around SME manufacturing to improve visibility and data management, connecting to future revenues.
- Development of AI productivity tools and proprietary solutions like fixed connectivity testing to expand their intellectual property.
- Strategic acquisitions (like Techvine in the US and IM Corporation in Japan) are made to add capabilities, market access, and talent.
- Integration efforts ongoing post-acquisition, such as finance and delivery team integration with IM Corporation.
- Continuous investment in R&D and new business initiatives funded internally without equity dilution.
2 more points from Fidel Softech Ltd's call on capex
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FundraisingQ4 FY26 call
See what Fidel Softech Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
Rising- It indicates a strong pipeline and momentum with continued client engagements across Japan, US, and India.
- The company has ongoing AI-led proof-of-concepts and pilot projects, strengthening its service offerings.
- New acquisitions (IM Corporation in Japan and a US-based firm) are expected to take some time to fully integrate and contribute to revenue.
- The firm is focusing on sustaining current revenue levels (~37 crore quarterly) and growing from there.
- They note growth opportunities in emerging markets like Africa, Nigeria, Azerbaijan, and Bangladesh.
2 more points from Fidel Softech Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Software companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹569 Cr | 34.7 | |
| 2 | 40%+ | Flat | ₹336 Cr | 7.3 | |
| 3 | CapitalNumbers | 20–40% | Up 2%+ | ₹181 Cr | 9.2 |
| 4 | 20–40% | Up 2%+ | ₹159 Cr | 11.5 | |
| 5 | 20–40% | Up 0–2% | ₹1,826 Cr | 28.5 | |
| 6 | 20–40% | Flat | ₹4,341 Cr | 84.7 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Software rankingFinancials of Fidel Softech Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Fidel Softech Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 12.46 | 13.82 | 14.15 | 14.61 | 16.64 | 23.15 | 25.30 | 37.27 |
| Expenses + | 9.84 | 10.85 | 11.96 | 10.71 | 11.90 | 20.14 | 21.19 | 32.00 |
| Operating Profit | 2.62 | 2.97 | 2.19 | 3.90 | 4.74 | 3.01 | 4.11 | 5.27 |
| OPM % | 21.03% | 21.49% | 15.48% | 26.69% | 28.49% | 13.00% | 16.25% | 14.14% |
| Other Income + | 0.21 | 0.26 | 0.23 | 0.28 | 0.21 | 0.73 | 0.64 | 0.59 |
| Interest | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.08 | 0.16 | 0.33 |
| Depreciation | 0.02 | 0.04 | 0.05 | 0.05 | 0.06 | 0.06 | 0.09 | 0.15 |
| Profit before tax | 2.81 | 3.19 | 2.37 | 4.13 | 4.84 | 3.60 | 4.50 | 5.38 |
| Tax % | 24.91% | 25.71% | 24.89% | 25.91% | 25.00% | 22.78% | 26.89% | 19.33% |
| Net Profit + | 2.11 | 2.37 | 1.79 | 3.06 | 3.63 | 2.78 | 3.30 | 4.35 |
| EPS in Rs | 1.53 | 1.72 | 1.30 | 2.23 | 2.64 | 2.02 | 2.40 | 3.16 |
Financials of Fidel Softech Ltd
Profit & Loss
Annual income statement trend
| Mar 2017 | Mar 2018 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Sales + | 16 | 18 | 55 | 102 |
| Expenses + | 13 | 17 | 43 | 85 |
| Operating Profit | 2 | 1 | 12 | 17 |
| OPM % | 14% | 5% | 21% | 17% |
| Other Income + | -0 | -0 | 1 | 2 |
| Interest | 0 | 0 | 0 | 1 |
| Depreciation | 1 | 1 | 0 | 0 |
| Profit before tax | 0 | 0 | 12 | 18 |
| Tax % | 95% | 120% | 25% | 23% |
| Net Profit + | 0 | -0 | 9 | 14 |
| EPS in Rs | 2.92 | -0.79 | 6.79 | 10.22 |
| Dividend Payout % | 0% | 0% | 29% | 22% |
Financials of Fidel Softech Ltd
Balance Sheet
Capital structure and asset base
| Mar 2017 | Mar 2018 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Equity Capital | 0.10 | 0.25 | 14 | 14 |
| Reserves | 2 | 3 | 32 | 42 |
| Borrowings + | 1 | 2 | 0 | 43 |
| Other Liabilities + | 5 | 4 | 8 | 20 |
| Total Liabilities | 8 | 9 | 53 | 119 |
| Fixed Assets + | 1 | 3 | 0 | 44 |
| CWIP | 1 | 2 | 0 | 0 |
| Investments | 0 | 0 | 22 | 22 |
| Other Assets + | 6 | 5 | 31 | 53 |
| Total Assets | 8 | 9 | 53 | 119 |
Financials of Fidel Softech Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2017 | Mar 2018 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Cash from Operating Activity + | 9 | 8 | ||
| Cash from Investing Activity + | -3 | -44 | ||
| Cash from Financing Activity + | -2 | 40 | ||
| Net Cash Flow | 4 | 3 | ||
| Free Cash Flow | 9 | -2 | ||
| CFO/OP | 105% | 70% |
Financials of Fidel Softech Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2017 | Mar 2018 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|
| Debtor Days | 104 | 62 | 107 | 96 |
| Inventory Days | ||||
| Days Payable | ||||
| Cash Conversion Cycle | 104 | 62 | 107 | 96 |
| Working Capital Days | 67 | 34 | 86 | 123 |
| ROCE % | 5% | 27% |
Guidance history
How Fidel Softech Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q4 FY26 call → | 20–40% | Flat | Planned | — | Rising |
| Q2 FY26 call → | 40%+ | Flat | Planned | Planned | — |
| Q1 FY25 call → | 10–20% | Down 0–2% | Planned | — | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Continue your research
What Fidel Softech Ltd's management said in earlier quarters
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