S A Tech Soft.

- Currently, SA Tech Software India Limited is raising funds through debt. - There is no immediate plan for equity fundraising at present. - However, the company may consider raising funds through equity or converting to private equity within the next six to eight months.

- The company recently acquired a new larger office facility for INR 15 crores, inaugurated around mid-November 2025, expected to be fully utilized by March. - Investment has been made heavily in sales and marketing as well as AI, including building an in-house AI practice and training developers and sales teams in AI. - Plans to increase employee headcount from 690 towards 800-1,000 to support growth. - Continuing investments in expanding presence in the U.K., U.S., and GCC regions. - Management is investing judiciously in building capacity ahead of demand, including hiring and AI capabilities, but expects this to stabilize without significant further immediate investments. - No current equity fundraising planned; funding is primarily through debt with potential consideration of equity or private equity in 6-8 months.

- The company expects 15-20% revenue growth for FY26. - For FY27, the revenue target is around INR 200 crores, partly driven by the merger with another listed company. - Sales and business development efforts in the U.S., U.K., and UAE regions are contributing to new client acquisition and pipeline growth. - Eight to nine new clients were added in the last six months, with plans to add 13-14 more in the next six months, aiming for 24-25 clients in FY26. - Investment in AI and sales and marketing is expected to drive higher productivity and faster project delivery. - The company is focusing on building capacity ahead of demand and targeting GCCs and other international markets. - The merged entity aims for stronger financials to support faster growth.

- FY26 Revenue Growth: Expected around 15-20% growth compared to previous year. - FY27 Revenue Target: Approximately INR 200 crores, aided by merger with another company. - EBITDA Margin: Expected to close FY26 at around 7-8%, recovering from H1 dip. - FY27 EBITDA Margin: Anticipated to bounce back to 12-13%. - Profitability: H1 FY26 saw lower profitability due to 13% rise in employee costs (sales, marketing, AI investment). - Cash Flow: Operating cash flow expected to turn positive in the second half of FY26. - Earnings Impact: Merger expected to strengthen the balance sheet and support larger orders, positively impacting earnings. - AI Investment: Ongoing AI initiatives aim to improve productivity and margins, boosting future profits. - EPS: While no explicit EPS guidance given, revenue and margin growth imply improving earnings per share over FY26–FY27.

- The company has bid for approximately 30 to 40 RFPs, primarily in licensing, consulting, and software implementation. - Recently, they have bid for 3 to 4 consulting and software development RFPs. - The pipeline includes multiple ongoing discussions and RFP processes in the U.S. and U.K. - Eight new clients have been added in the last six months, with expectations to add 13 to 14 more in the next six months. - The total client count is expected to reach around 24 to 25 in FY 25-26. - Focus areas for future growth are U.S., U.K., and GCC regions. - The investments in sales and marketing, AI, and team building aim to convert the pipeline into revenue. - The company targets INR 200 crores revenue for FY27 based on current pipeline and merged entity prospects.