R S Software (I)

Q1 FY18 Earnings Call Analysis

IT - Software

Full Stock Analysis
fundraise: No informationcapex: Yesrevenue: Category 3margin: Category 3orderbook: No information
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capex

Any current/future capex/capital investment/strategic investment?

- RS Software mentioned plans to launch a digital merchant acquiring platform in the near future, which is currently at a mature stage and ready for launch within the next few months. - They are preparing a digital marketing strategy to support the launch of this platform. - The company is building platforms for clients in the US aimed at future launches. - No specific details about direct capital expenditure amounts or strategic investments were provided in the transcript. - The focus is on platform development, product building, and platform hosting as part of their growth and diversification strategy.
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revenue

Future growth expectations in sales/revenue/volumes?

- RS Software expects double-digit growth in the fiscal year 2018-19, indicating a positive outlook for future revenue. - The company is confident of continued success following good results in 2017-18. - Growth is driven by diversification into products and platforms, alongside steady services business growth (11% in dollar terms for FY17-18). - Platforms are being delivered via three models: build & deliver, white-labeled to major institutions, and self-hosted. - Merchant Edge platform is white-labeled to a top five Indian bank with 28,000 merchants onboard. - A new digital merchant platform is ready for public launch in the next few months, supported by an upcoming digital marketing strategy. - Expansion into the US market is underway with platforms being built for client launches. - The UPI platform handles 200 million transactions monthly, signaling large transaction volumes and growth potential.
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margin

Future growth expectations in earnings/operating earnings/profits/EPS?

- The company is very determined and pleased with the results for FY 17-18. - They believe FY 18-19 will be an even more successful year with double-digit growth. - Services business revenue grew by 11% in dollar terms in FY 17-18, indicating solid growth. - The company is focusing on diversifying revenue sources by moving towards products and platforms. - Multiple platforms have been successfully launched or are ready for launch, expected to contribute to future revenue. - Continued expansion includes hosting platforms themselves and building platforms for clients in the US. - Overall, projections suggest strong earnings and profit growth driven by platform strategy and product offerings.
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orderbook

Current/ Expected Orderbook/ Pending Orders?

The transcript does not explicitly mention the current or expected order book or pending orders for RS Software (India) Limited. However, based on the information provided: - The company is positive about growth, expecting double-digit growth in FY 18-19. - RS Software has successfully diversified revenue through platforms delivered via three models: build and deliver, white-label, and self-hosted. - Significant platform deployments include UPI and WPS platforms, both achieving high transaction volumes. - The Merchant Edge platform has been white-labeled to a top five Indian bank, serving 28,000 merchants. - The company is preparing to publicly launch a digital merchant platform in the coming months. - Services business revenue grew 11% in dollar terms in FY 17-18, indicating ongoing client engagements. No specific quantitative data on order book or pending orders is disclosed in the transcript.
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fundraise

Any current/future new fundraising through debt or equity?

- The transcript provided does not mention any current or planned fundraising through debt or equity. - Raj Jain discusses company performance, platform strategies, product developments, and growth projections but does not refer to raising capital. - There is no disclosure or question related to new fundraising activities during the call. - Hence, based on the available document, RS Software (India) Limited has not announced any new debt or equity fundraising initiatives.