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R S Software (I)Q4 FY18

R S Software (I) Q4 FY18 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹29.63Market Cap: ₹77 CrSector: IT - Software

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 3
  • 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.

See what R S Software (I) management said on margin guidance — free account, 30 seconds.

Fundraise plans

  • 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.

See what R S Software (I) management said on order book — free account, 30 seconds.

Capex plans

Yes
  • 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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Margin guidance

Category 3
  • 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.

Order book

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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