Reported Earnings • May 01
Third quarter 2026 earnings released: EPS: ₹14.32 (vs ₹20.26 in 3Q 2025) Third quarter 2026 results: EPS: ₹14.32 (down from ₹20.26 in 3Q 2025). Revenue: ₹1.48b (up 8.0% from 3Q 2025). Net income: ₹213.8m (down 29% from 3Q 2025). Profit margin: 14% (down from 22% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year. Annuncio • Apr 13
Accelya Solutions India Limited to Report Q3, 2026 Results on Apr 29, 2026 Accelya Solutions India Limited announced that they will report Q3, 2026 results on Apr 29, 2026 Buy Or Sell Opportunity • Feb 03
Now 22% overvalued Over the last 90 days, the stock has fallen 2.0% to ₹1,359. The fair value is estimated to be ₹1,111, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years, while earnings per share has been flat. Reported Earnings • Jan 30
Second quarter 2026 earnings released: EPS: ₹9.34 (vs ₹21.68 in 2Q 2025) Second quarter 2026 results: EPS: ₹9.34 (down from ₹21.68 in 2Q 2025). Revenue: ₹1.36b (up 1.8% from 2Q 2025). Net income: ₹139.4m (down 57% from 2Q 2025). Profit margin: 10% (down from 24% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat. Annuncio • Jan 15
Accelya Solutions India Limited to Report Q2, 2026 Results on Jan 29, 2026 Accelya Solutions India Limited announced that they will report Q2, 2026 results on Jan 29, 2026 Annuncio • Oct 20
Accelya Solutions India Limited to Report Q1, 2026 Results on Nov 05, 2025 Accelya Solutions India Limited announced that they will report Q1, 2026 results on Nov 05, 2025 Upcoming Dividend • Oct 17
Upcoming dividend of ₹40.00 per share Eligible shareholders must have bought the stock before 24 October 2025. Payment date: 27 November 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.0%. Within top quartile of Indian dividend payers (1.2%). Higher than average of industry peers (3.1%). Reported Earnings • Oct 15
Full year 2025 earnings released: EPS: ₹86.44 (vs ₹62.87 in FY 2024) Full year 2025 results: EPS: ₹86.44 (up from ₹62.87 in FY 2024). Revenue: ₹5.29b (up 3.4% from FY 2024). Net income: ₹1.29b (up 38% from FY 2024). Profit margin: 24% (up from 18% in FY 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year. Annuncio • Oct 14
Accelya Solutions India Limited, Annual General Meeting, Nov 06, 2025 Accelya Solutions India Limited, Annual General Meeting, Nov 06, 2025, at 10:30 Indian Standard Time. Location: sumant moolgaokar auditorium, a wing, trade tower, icc complex, 403, senapati bapat rd., pune- 411016., pune India Reported Earnings • Aug 01
Full year 2025 earnings released: EPS: ₹86.44 (vs ₹62.87 in FY 2024) Full year 2025 results: EPS: ₹86.44 (up from ₹62.87 in FY 2024). Revenue: ₹5.40b (up 5.7% from FY 2024). Net income: ₹1.29b (up 38% from FY 2024). Profit margin: 24% (up from 18% in FY 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 9% per year. Annuncio • Jul 16
Accelya Solutions India Limited to Report Q4, 2025 Results on Jul 31, 2025 Accelya Solutions India Limited announced that they will report Q4, 2025 results on Jul 31, 2025 Buy Or Sell Opportunity • Jul 04
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to ₹1,437. The fair value is estimated to be ₹1,183, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.7%. Buy Or Sell Opportunity • Jun 09
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 12% to ₹1,452. The fair value is estimated to be ₹1,185, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 7.7%. Reported Earnings • Apr 26
Third quarter 2025 earnings released: EPS: ₹20.26 (vs ₹0.13 in 3Q 2024) Third quarter 2025 results: EPS: ₹20.26 (up from ₹0.13 in 3Q 2024). Revenue: ₹1.39b (up 6.3% from 3Q 2024). Net income: ₹302.5m (up ₹300.4m from 3Q 2024). Profit margin: 22% (up from 0.2% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year. Annuncio • Apr 10
Accelya Solutions India Limited to Report Q3, 2025 Results on Apr 24, 2025 Accelya Solutions India Limited announced that they will report Q3, 2025 results on Apr 24, 2025 Reported Earnings • Jan 24
Second quarter 2025 earnings released: EPS: ₹21.68 (vs ₹20.72 in 2Q 2024) Second quarter 2025 results: EPS: ₹21.68 (up from ₹20.72 in 2Q 2024). Revenue: ₹1.33b (up 6.8% from 2Q 2024). Net income: ₹323.6m (up 4.6% from 2Q 2024). Profit margin: 24% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 13% per year. Declared Dividend • Jan 24
First half dividend increased to ₹50.00 Dividend of ₹50.00 is 100% higher than last year. Ex-date: 30th January 2025 Payment date: 18th February 2025 Dividend yield will be 6.0%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio). However, it is covered by cash flows (70% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. However, EPS has declined by 3.1% over the last 5 years so the company would need to reverse this trend. Annuncio • Jan 23
Accelya Solutions India Limited Declares an Interim Dividend, Payable on February 18, 2025 Accelya Solutions India Limited informed that the Board of Directors at its meeting held on 22nd January, 2025, has declared an interim dividend of INR 50.00 per share. The record date for the purpose of interim dividend is 30th January, 2025. The dividend pay-out date is 18th February, 2025. Annuncio • Jan 10
Accelya Solutions India Limited to Report Q2, 2025 Results on Jan 22, 2025 Accelya Solutions India Limited announced that they will report Q2, 2025 results on Jan 22, 2025 Reported Earnings • Oct 17
First quarter 2025 earnings released: EPS: ₹21.75 (vs ₹21.12 in 1Q 2024) First quarter 2025 results: EPS: ₹21.75 (up from ₹21.12 in 1Q 2024). Revenue: ₹1.31b (up 2.5% from 1Q 2024). Net income: ₹324.6m (up 3.0% from 1Q 2024). Profit margin: 25% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Annuncio • Oct 03
Accelya Solutions India Limited to Report Q2, 2025 Results on Oct 16, 2024 Accelya Solutions India Limited announced that they will report Q2, 2025 results on Oct 16, 2024 Upcoming Dividend • Sep 27
Upcoming dividend of ₹40.00 per share Eligible shareholders must have bought the stock before 04 October 2024. Payment date: 29 October 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.5%. Within top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (1.8%). Annuncio • Sep 23
Accelya Solutions India Limited, Annual General Meeting, Oct 17, 2024 Accelya Solutions India Limited, Annual General Meeting, Oct 17, 2024, at 10:00 Indian Standard Time. Location: sumant moolgaokar auditorium, a wing, trade tower, icc complex, 403, senapati bapat rd., pune- 411016., pune India Buy Or Sell Opportunity • Sep 23
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 6.8% to ₹1,854. The fair value is estimated to be ₹1,544, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Earnings per share has grown by 26%. Declared Dividend • Jul 29
Final dividend of ₹40.00 announced Shareholders will receive a dividend of ₹40.00. Ex-date: 4th October 2024 Payment date: 29th October 2024 Dividend yield will be 3.6%, which is higher than the industry average of 1.7%. Sustainability & Growth Dividend is not covered by earnings (103% earnings payout ratio). However, it is covered by cash flows (68% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 15% to bring the payout ratio under control. However, EPS has declined by 2.5% over the last 5 years so the company would need to reverse this trend. Reported Earnings • Jul 27
Full year 2024 earnings released: EPS: ₹62.87 (vs ₹84.90 in FY 2023) Full year 2024 results: EPS: ₹62.87 (down from ₹84.90 in FY 2023). Revenue: ₹5.21b (up 11% from FY 2023). Net income: ₹938.5m (down 26% from FY 2023). Profit margin: 18% (down from 27% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 26
Accelya Solutions India Limited Recommends Final Dividend for Financial Year 2023-24, Payable on October 29, 2024 Accelya Solutions India Limited has recommended final dividend of INR 40 per share for financial year 2023-24, subject to the approval of shareholders of the Company at the upcoming Annual General Meeting. The dividend payout date is, 29th October, 2024. Record Date is October 4, 2024. Annuncio • Jul 13
Accelya Solutions India Limited to Report Fiscal Year 2024 Results on Jul 26, 2024 Accelya Solutions India Limited announced that they will report fiscal year 2024 results on Jul 26, 2024 Board Change • Jun 06
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Ravindran Menon was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Apr 18
Third quarter 2024 earnings released: EPS: ₹0.13 (vs ₹24.32 in 3Q 2023) Third quarter 2024 results: EPS: ₹0.13 (down from ₹24.32 in 3Q 2023). Revenue: ₹1.33b (up 12% from 3Q 2023). Net income: ₹2.02m (down 99% from 3Q 2023). Profit margin: 0.2% (down from 30% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth. Annuncio • Apr 09
Accelya Solutions India Limited to Report Q3, 2024 Results on Apr 18, 2024 Accelya Solutions India Limited announced that they will report Q3, 2024 results on Apr 18, 2024 Upcoming Dividend • Jan 22
Upcoming dividend of ₹25.00 per share at 3.7% yield Eligible shareholders must have bought the stock before 29 January 2024. Payment date: 15 February 2024. Payout ratio is a comfortable 63% and the cash payout ratio is 88%. Trailing yield: 3.7%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.8%). Reported Earnings • Jan 19
Second quarter 2024 earnings released: EPS: ₹20.72 (vs ₹16.89 in 2Q 2023) Second quarter 2024 results: EPS: ₹20.72 (up from ₹16.89 in 2Q 2023). Revenue: ₹1.25b (up 11% from 2Q 2023). Net income: ₹309.3m (up 23% from 2Q 2023). Profit margin: 25% (up from 23% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth. Annuncio • Jan 18
Accelya Solutions India Limited Declares an Interim Dividend, Payable on February 15, 2024 Accelya Solutions India Limited informed that the Board of Directors at its meeting held on January 18, 2024, has declared an interim dividend of INR 25 per share. As informed earlier, the record date for the purpose of interim dividend is 29th January, 2024. The dividend pay-out date is 15th February, 2024. Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₹1,747, the stock trades at a trailing P/E ratio of 20.9x. Average trailing P/E is 43x in the IT industry in India. Total returns to shareholders of 113% over the past three years. Annuncio • Jan 05
Accelya Solutions India Limited to Report First Half, 2023 Results on Jan 18, 2024 Accelya Solutions India Limited announced that they will report first half, 2023 results on Jan 18, 2024 Annuncio • Oct 10
Accelya Solutions India Limited to Report Q1, 2024 Results on Oct 19, 2023 Accelya Solutions India Limited announced that they will report Q1, 2024 results on Oct 19, 2023 Upcoming Dividend • Sep 29
Upcoming dividend of ₹30.00 per share at 4.1% yield Eligible shareholders must have bought the stock before 06 October 2023. Payment date: 07 November 2023. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.1%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (1.9%). Reported Earnings • Sep 24
Full year 2023 earnings released: EPS: ₹84.90 (vs ₹51.04 in FY 2022) Full year 2023 results: EPS: ₹84.90 (up from ₹51.04 in FY 2022). Revenue: ₹4.69b (up 27% from FY 2022). Net income: ₹1.27b (up 66% from FY 2022). Profit margin: 27% (up from 21% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Annuncio • Sep 23
Accelya Solutions India Limited, Annual General Meeting, Oct 19, 2023 Accelya Solutions India Limited, Annual General Meeting, Oct 19, 2023, at 15:30 Indian Standard Time. Location: Sumant MoolgaokarAuditorium, `A Wing', Ground Floor, Mahratta Chamber of Commerce, Industries and Agriculture, Trade Tower, ICC Complex, 403, Senapati Bapat Road Pune India Agenda: To receive and adopt the audited financial statements for the year ended 30 June, 2023, together with the Reports of the Directors' and Auditors' thereon; to confirm payment if interim dividend and declare final dividend on equity shares; to appoint a Director in place of Mr. James Davidson (DIN: 09516461), who retires by rotation and being eligible, offers himself for re-appointment; and to discuss other matters. Reported Earnings • Jul 28
Full year 2023 earnings released: EPS: ₹84.90 (vs ₹51.04 in FY 2022) Full year 2023 results: EPS: ₹84.90 (up from ₹51.04 in FY 2022). Revenue: ₹4.79b (up 30% from FY 2022). Net income: ₹1.27b (up 66% from FY 2022). Profit margin: 27% (up from 21% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Annuncio • Jul 15
Accelya Solutions India Limited to Report Fiscal Year 2023 Results on Jul 27, 2023 Accelya Solutions India Limited announced that they will report fiscal year 2023 results on Jul 27, 2023 Annuncio • Jul 08
Accelya Solutions India Limited Announces Resignation of Nani Javeri as Independent Director Accelya Solutions India Limited informed that Mr. Nani Javeri (DIN: 02731854) has ceased to be an Independent Director of the Company upon expiry of his term on 7th July, 2023. Reported Earnings • Apr 19
Third quarter 2023 earnings released: EPS: ₹24.32 (vs ₹13.28 in 3Q 2022) Third quarter 2023 results: EPS: ₹24.32 (up from ₹13.28 in 3Q 2022). Revenue: ₹1.21b (up 31% from 3Q 2022). Net income: ₹362.9m (up 83% from 3Q 2022). Profit margin: 30% (up from 21% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year and the company’s share price has also increased by 15% per year. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹1,333, the stock trades at a trailing P/E ratio of 19.3x. Average trailing P/E is 24x in the IT industry in India. Total returns to shareholders of 70% over the past three years. Annuncio • Jan 25
Accelya Solutions India Limited Declares Interim Dividend, Payable on February 21, 2023 Accelya Solutions India Limited announced that at its board meeting held on January 24, 2023 the board has declared an interim dividend of INR 35 per share. As informed earlier, the record date for the purpose of interim dividend is February 2, 2023. The dividend pay-out date is February 21, 2023. Reported Earnings • Jan 25
Second quarter 2023 earnings released: EPS: ₹16.89 (vs ₹11.38 in 2Q 2022) Second quarter 2023 results: EPS: ₹16.89 (up from ₹11.38 in 2Q 2022). Revenue: ₹1.14b (up 31% from 2Q 2022). Net income: ₹252.1m (up 49% from 2Q 2022). Profit margin: 22% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Annuncio • Jan 10
Accelya Solutions India Limited to Report Q2, 2023 Results on Jan 24, 2023 Accelya Solutions India Limited announced that they will report Q2, 2023 results at 12:08 PM, Indian Standard Time on Jan 24, 2023 Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹1,351, the stock trades at a trailing P/E ratio of 21.2x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 42% over the past three years. Annuncio • Oct 11
Accelya Solutions India Limited to Report Q1, 2023 Results on Oct 19, 2022 Accelya Solutions India Limited announced that they will report Q1, 2023 results at 12:08 PM, Indian Standard Time on Oct 19, 2022 Upcoming Dividend • Sep 29
Upcoming dividend of ₹45.00 per share Eligible shareholders must have bought the stock before 06 October 2022. Payment date: 14 November 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.5%. Within top quartile of Indian dividend payers (1.6%). Higher than average of industry peers (2.1%). Reported Earnings • Sep 24
Full year 2022 earnings released: EPS: ₹51.04 (vs ₹28.27 in FY 2021) Full year 2022 results: EPS: ₹51.04 (up from ₹28.27 in FY 2021). Revenue: ₹3.76b (up 30% from FY 2021). Net income: ₹761.9m (up 81% from FY 2021). Profit margin: 20% (up from 14% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Annuncio • Sep 24
Accelya Solutions India Limited, Annual General Meeting, Oct 19, 2022 Accelya Solutions India Limited, Annual General Meeting, Oct 19, 2022, at 15:30 Indian Standard Time. Agenda: To receive, consider and adopt the audited financial statements for the year ended June 30, 2022, together with the Reports of the Directors' and Auditors' thereon; to consider and confirm payment of interim dividend and declare a final dividend on equity shares; to consider and appoint a Director in place of Mr. Jose Maria Hurtado (DIN: 08621867), who retires by rotation and being eligible, offers himself for re-appointment; to consider and Appointment of Mr. Saurav Adhikari as an Independent Director; and to consider the Approval of Related Party Transactions. Valuation Update With 7 Day Price Move • Aug 03
Investor sentiment improved over the past week After last week's 17% share price gain to ₹1,062, the stock trades at a trailing P/E ratio of 21.1x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 52% over the past three years. Annuncio • Jul 24
Accelya Solutions India Limited to Report Fiscal Year 2022 Results on Aug 02, 2022 Accelya Solutions India Limited announced that they will report fiscal year 2022 results on Aug 02, 2022 Annuncio • May 26
Accelya Solutions India Limited Announces Resignation of Amol Gupte as Director Accelya Solutions India Limited announced that received resignation letter dated 25th May, 2022 from Mr. Amol Gupte whereby he has resigned from directorship (in his capacity as an Independent Director) of the Company, with effect from 25 May, 2022. Mr. Gupte has resigned due to his intention to accept employment (not being a director or key managerial personnel) in a company ("Employer entity") owned or controlled by Vista Equity Partners ("Vista"). In his resignation letter, Mr. Gupte has mentioned that since Vista is also in control of Accelya Solutions India Limited ("the Company"), it is his understanding that a conflict of interest would arise under Regulation 16(1)(vi) of the Listing Regulations between his role as an independent director of the Company and his role as an employee of the Employer entity. Reported Earnings • May 05
Third quarter 2022 earnings: EPS exceeds analyst expectations Third quarter 2022 results: EPS: ₹13.28 (up from ₹7.29 in 3Q 2021). Revenue: ₹947.6m (up 28% from 3Q 2021). Net income: ₹198.2m (up 82% from 3Q 2021). Profit margin: 21% (up from 15% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Annuncio • Apr 14
Accelya Solutions India Limited Approves Appointment of James Davidson as Non-Executive Non-Independent Director Accelya Solutions India Limited announced an ordinary resolution for appointment of Mr. James Davidson as Non-Executive Non-Independent Director of the company has been passed by requisite majority through postal ballot. Reported Earnings • Jan 30
Second quarter 2022 earnings: EPS exceeds analyst expectations Second quarter 2022 results: EPS: ₹11.38 (up from ₹7.31 in 2Q 2021). Revenue: ₹872.2m (up 23% from 2Q 2021). Net income: ₹169.8m (up 56% from 2Q 2021). Profit margin: 20% (up from 15% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.1%. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Annuncio • Jan 28
Accelya Solutions India Limited Declares Interim Dividend, Payable on February 22, 2022 Accelya Solutions India Limited announced that at its board meeting held on January 27, 2022 the board has declared an interim dividend of INR 17 per share. As informed earlier, the record date for the purpose of interim dividend is 4th February, 2022. The dividend pay-out date is 22nd February, 2022. Executive Departure • Dec 01
Non-Executive & Non-Independent Chairman John Eric Johnston has left the company On the 29th of November, John Eric Johnston's tenure as Non-Executive & Non-Independent Chairman ended after 5.2 years in the role. We don't have any record of a personal shareholding under John Eric's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 7.63 years. Reported Earnings • Oct 06
Full year 2021 earnings released: EPS ₹28.27 (vs ₹58.16 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.90b (down 30% from FY 2020). Net income: ₹422.0m (down 51% from FY 2020). Profit margin: 14% (down from 21% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Reported Earnings • Aug 06
Full year 2021 earnings released: EPS ₹28.27 (vs ₹58.16 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.01b (down 27% from FY 2020). Net income: ₹422.0m (down 51% from FY 2020). Profit margin: 14% (down from 21% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improved over the past week After last week's 18% share price gain to ₹1,381, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 28x in the IT industry in India. Total returns to shareholders of 34% over the past three years. Executive Departure • Jul 01
MD & Executive Director Neela Bhattacherjee has left the company On the 30th of June, Neela Bhattacherjee's tenure as MD & Executive Director of the company ended after 5.8 years in the role. We don't have any record of a personal shareholding under Neela's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 9.33 years. Under Neela's leadership, the company delivered a total shareholder return of 55%. Valuation Update With 7 Day Price Move • May 28
Investor sentiment improved over the past week After last week's 23% share price gain to ₹1,057, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 25x in the IT industry in India. Total returns to shareholders of 2.1% over the past three years. Reported Earnings • May 02
Third quarter 2021 earnings released: EPS ₹7.29 (vs ₹15.86 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹758.2m (down 33% from 3Q 2020). Net income: ₹108.9m (down 54% from 3Q 2020). Profit margin: 14% (down from 21% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 16
New 90-day low: ₹892 The company is down 13% from a price of ₹1,020 on 16 December 2020. Underperformed the Indian market, which is up 13% over the last 90 days. Lagged the IT industry, which is up 18% over the same period. Annuncio • Jan 31
Accelya Solutions India Limited Announces Executive Changes Accelya Solutions India Limited announced that the Accelya management has offered Mr. Gurudas Shenoy, the role of Chief Financial Officer (CFO) of Farelogix Inc., (USA) an Accelya group company. Mr. Shenoy has accepted the offer and has, therefore, resigned as CFO and a Key Managerial Personnel (KMP) of the Company. In view of the resignation of Mr. Gurudas Shenoy, the Board has appointed Mr. Uttamkumar Bhati as CFO and will also be KMP. The appointment will take effect from 15th February, 2021. Reported Earnings • Jan 30
Second quarter 2021 earnings released: EPS ₹7.31 (vs ₹18.10 in 2Q 2020) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹736.9m (down 35% from 2Q 2020). Net income: ₹109.1m (down 60% from 2Q 2020). Profit margin: 15% (down from 24% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 13% per year. Annuncio • Jan 21
Accelya Solutions India Limited to Report Q2, 2021 Results on Jan 29, 2021 Accelya Solutions India Limited announced that they will report Q2, 2021 results on Jan 29, 2021 Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improved over the past week After last week's 18% share price gain to ₹1,049, the stock is trading at a trailing P/E ratio of 26.3x, up from the previous P/E ratio of 22.4x. This compares to an average P/E of 20x in the IT industry in India. Total return to shareholders over the past three years is a loss of 20%. Is New 90 Day High Low • Dec 16
New 90-day high: ₹1,049 The company is up 1.0% from its price of ₹1,039 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 14% over the same period. Reported Earnings • Oct 28
First quarter earnings released Over the last 12 months the company has reported total profits of ₹563.0m, down 51% from the prior year. Total revenue was ₹3.53b over the last 12 months, down 21% from the prior year. Is New 90 Day High Low • Oct 26
New 90-day low: ₹949 The company is down 4.0% from its price of ₹989 on 28 July 2020. The Indian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 23% over the same period. Reported Earnings • Oct 08
Full year earnings released - EPS ₹58.16 Over the last 12 months the company has reported total profits of ₹868.1m, down 19% from the prior year. Total revenue was ₹4.12b over the last 12 months, down 4.9% from the prior year. Profit margins were 21%, which is lower than the 25% margin from last year. The decrease in margin was driven by lower revenue. Analyst Estimate Surprise Post Earnings • Oct 08
Annual earnings released: Revenue misses expectations Annual revenue missed analyst estimates by 5.7% at ₹4.12b. Revenue is expected to shrink by 9.0% over the next year, compared to a 4.0% growth forecast for the IT industry in India. Annuncio • Jun 17
Accelya Solutions India Limited (NSEI:ACCELYA) entered into a definitive agreement to acquire Farelogix Inc. Accelya Solutions India Limited (NSEI:ACCELYA) entered into a definitive agreement to acquire Farelogix Inc. on June 16, 2020. Prior to closing, Accelya and Farelogix will continue to operate as separate businesses. The deal brings more than 300 skilled Farelogix employees, primarily based in Miami, into the global Accelya team. The acquisition is subject to customary closing conditions and regulatory approvals. Evercore Inc. (NYSE:EVR) acted as financial advisor to Farelogix Inc.