Ace Software Exports（531525）株式概要エース・ソフトウェア・エクスポート・リミテッドは、その子会社とともに、インドでプロセス・エンジニアリングと変換システムを使用した文書管理、デジタル・パブリッシング、データ変換ソリューションを提供している。 詳細531525 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金0/6報酬過去1年間で収益は66.8%増加しました リスク分析過去1年間で株主の希薄化は大幅に進んだ 意味のある時価総額がありません ( ₹2B )すべてのリスクチェックを見る531525 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹114.0534.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-20m3b2016201920222025202620282031Revenue ₹3.1bEarnings ₹398.5mAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeAce Software Exports Limited 競合他社Fidel SoftechSymbol: NSEI:FIDELMarket cap: ₹2.7bAtishaySymbol: BSE:538713Market cap: ₹2.2bCalifornia SoftwareSymbol: NSEI:CALSOFTMarket cap: ₹1.8bVirtual Galaxy InfotechSymbol: NSEI:VGINFOTECHMarket cap: ₹3.8b価格と性能株価の高値、安値、推移の概要Ace Software Exports過去の株価現在の株価₹114.0552週高値₹378.8052週安値₹109.35ベータ0.631ヶ月の変化-35.31%3ヶ月変化-49.08%1年変化-53.00%3年間の変化494.01%5年間の変化735.53%IPOからの変化1,052.02%最新ニュースValuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 1,209% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹162, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 20x in the IT industry in India. Total returns to shareholders of 1,985% over the past three years.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹2.82 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹154.8m (up 127% from 3Q 2025). Net income: ₹17.4m (up 41% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Feb 10Ace Software Exports Limited to Report Q3, 2026 Results on Feb 13, 2026Ace Software Exports Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 13, 2026New Risk • Jan 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (93% accrual ratio). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹3.83b market cap, or US$42.5m).お知らせ • Dec 20Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million.Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,471,101 Price\Range: INR 110 Transaction Features: Regulation S; Rights Offering最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 1,209% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹162, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 20x in the IT industry in India. Total returns to shareholders of 1,985% over the past three years.Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹2.82 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹154.8m (up 127% from 3Q 2025). Net income: ₹17.4m (up 41% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Feb 10Ace Software Exports Limited to Report Q3, 2026 Results on Feb 13, 2026Ace Software Exports Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 13, 2026New Risk • Jan 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (93% accrual ratio). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹3.83b market cap, or US$42.5m).お知らせ • Dec 20Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million.Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,471,101 Price\Range: INR 110 Transaction Features: Regulation S; Rights OfferingValuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹261, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 2,491% over the past three years.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: ₹1.43 (vs ₹2.06 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.43. Revenue: ₹144.1m (up 146% from 2Q 2025). Net income: ₹18.2m (up 110% from 2Q 2025). Profit margin: 13% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Nov 12Ace Software Exports Limited to Report Q2, 2026 Results on Nov 14, 2025Ace Software Exports Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹351, the stock trades at a trailing P/E ratio of 79.8x. Average trailing P/E is 27x in the IT industry in India. Total returns to shareholders of 3,182% over the past three years.お知らせ • Sep 05Ace Software Exports Limited, Annual General Meeting, Sep 30, 2025Ace Software Exports Limited, Annual General Meeting, Sep 30, 2025, at 11:00 Indian Standard Time. Location: 1001, aalap b, limda chowk, dr. rajendraprasad road, rajkot-360001,gujarat, rajkot IndiaValuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹295, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 2,567% over the past three years.Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹0.96 (vs ₹1.73 in 1Q 2025)First quarter 2026 results: EPS: ₹0.96. Revenue: ₹132.5m (up 150% from 1Q 2025). Net income: ₹12.5m (up 75% from 1Q 2025). Profit margin: 9.4% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses.お知らせ • Aug 09Ace Software Exports Limited to Report Q1, 2026 Results on Aug 13, 2025Ace Software Exports Limited announced that they will report Q1, 2026 results on Aug 13, 2025Reported Earnings • Jun 02Full year 2025 earnings released: EPS: ₹7.49 (vs ₹7.73 in FY 2024)Full year 2025 results: EPS: ₹7.49. Revenue: ₹334.3m (up 41% from FY 2024). Net income: ₹50.9m (up 2.8% from FY 2024). Profit margin: 15% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses.お知らせ • May 26Ace Software Exports Limited to Report Q4, 2025 Results on May 30, 2025Ace Software Exports Limited announced that they will report Q4, 2025 results on May 30, 2025お知らせ • Apr 10Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in Ace Infoway Pvt. Ltd from its existing shareholders.Ace Software Exports Limited (BSE:531525) agreed to acquire remaining 60% stake in Ace Infoway Pvt. Ltd from its existing shareholders for approximately 130 million on July 5, 2024. A cash consideration of INR 129 million valued at INR 1075 per share will be paid by Ace Software Exports Limited. As part of consideration, INR 129 million is paid towards common equity of Ace Infoway Pvt. Ltd. The deal has been financed through the net proceeds derived from the Rights Issue. Ace Infoway Pvt. Ltd reported revenue of INR 155.13 million for the year ended March 31, 2024. The transaction is subject to approval of offer by acquirer shareholders and regulatory approvals. The deal is expected to close in the next 4 to 6 months. Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in Ace Infoway Pvt. Ltd on April 9, 2025.Reported Earnings • Feb 02Third quarter 2025 earnings released: EPS: ₹2.82 (vs ₹6.00 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.82 (down from ₹6.00 in 3Q 2024). Revenue: ₹74.1m (up 255% from 3Q 2024). Net income: ₹12.4m (down 56% from 3Q 2024). Profit margin: 17% (down from 135% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30Ace Software Exports Limited to Report Q3, 2025 Results on Feb 01, 2025Ace Software Exports Limited announced that they will report Q3, 2025 results at 12:15 PM, Indian Standard Time on Feb 01, 2025お知らせ • Jan 18Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in QeCAD.Ace Software Exports Limited (BSE:531525) agreed to acquire remaining 60% stake in QeCAD for INR 28.6 million on June 5, 2024. A cash consideration of INR 28.63 million will be paid by Ace Software Exports Limited. As part of consideration, INR 28.63 million is paid towards common equity of QeCAD. Upon completion, Ace Software Exports Limited will own 100% stake in QeCAD. For the period ending March 31, 2024, QeCAD reported total revenue of INR 29.57 million. The transaction is approved by the board of Ace Software Exports Limited (BSE:531525) and is subject to shareholder approval. The acquisition is expected to be completed in the next 4 to 6 months from the Current date. Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in QeCAD on January 16, 2025.New Risk • Jan 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 174% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (35% accrual ratio). Shareholders have been substantially diluted in the past year (174% increase in shares outstanding). Minor Risks Revenue is less than US$5m (₹310m revenue, or US$3.6m). Market cap is less than US$100m (₹4.17b market cap, or US$48.6m).New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). High level of non-cash earnings (34% accrual ratio). Minor Risks Shareholders have been diluted in the past year (37% increase in shares outstanding). Revenue is less than US$5m (₹310m revenue, or US$3.7m). Market cap is less than US$100m (₹1.64b market cap, or US$19.4m).Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 44%After last week's 44% share price decline to ₹257, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 36x in the IT industry in India. Total returns to shareholders of 1,311% over the past three years.Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹2.06 (vs ₹2.10 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.06 (down from ₹2.10 in 2Q 2024). Revenue: ₹60.3m (up 204% from 2Q 2024). Net income: ₹8.65m (down 12% from 2Q 2024). Profit margin: 14% (down from 50% in 2Q 2024).お知らせ • Nov 12Ace Software Exports Limited to Report Q2, 2025 Results on Nov 14, 2024Ace Software Exports Limited announced that they will report Q2, 2025 results on Nov 14, 2024Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹482, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 37x in the IT industry in India. Total returns to shareholders of 2,923% over the past three years.Board Change • Sep 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non Executive Independent Director Sanjiv Punjani 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.お知らせ • Sep 13Ace Software Exports Limited, Annual General Meeting, Sep 30, 2024Ace Software Exports Limited, Annual General Meeting, Sep 30, 2024, at 11:00 Indian Standard Time. Location: 801, everest commercial complex, opp. shashtri maidan, rajkot-360001,gujarat, IndiaValuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹383, the stock trades at a trailing P/E ratio of 41.3x. Average trailing P/E is 41x in the IT industry in India. Total returns to shareholders of 2,403% over the past three years.Recent Insider Transactions • Aug 09Co-Founder recently sold ₹33m worth of stockOn the 6th of August, Sanjay Dhamsania sold around 100k shares on-market at roughly ₹335 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sanjay's only on-market trade for the last 12 months.Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: ₹1.73 (vs ₹0.57 loss in 1Q 2024)First quarter 2025 results: EPS: ₹1.73 (up from ₹0.57 loss in 1Q 2024). Revenue: ₹56.0m (up 195% from 1Q 2024). Net income: ₹7.16m (up ₹9.84m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has increased by 165% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25Ace Software Exports Limited to Report Q1, 2025 Results on Jul 30, 2024Ace Software Exports Limited announced that they will report Q1, 2025 results on Jul 30, 2024お知らせ • May 25Ace Software Exports Limited to Report Fiscal Year 2024 Results on May 30, 2024Ace Software Exports Limited announced that they will report fiscal year 2024 results on May 30, 2024お知らせ • Apr 18Ace Software Exports Limited (BSE:531525) agreed to acquire 25% stake in Ace Infoway Pvt. Ltd for INR 53.8 million.Ace Software Exports Limited (BSE:531525) agreed to acquire 25% stake in Ace Infoway Pvt. Ltd for INR 53.8 million on April 16, 2024. The consideration consists of INR 53.75 million in cash. Post investment, Ace Software Exports Limited will hold up to 65% share in Ace Infoway Private Limited. The transaction has been reviewed and approved by the Board of Directors of Ace Software Exports Limited. The acquisition of shares is expected to be completed by Q2 2024-25.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹111, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 35x in the IT industry in India. Total returns to shareholders of 787% over the past three years.New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Revenue is less than US$1m (₹79m revenue, or US$955k). Market cap is less than US$10m (₹574.3m market cap, or US$6.93m). Minor Risk Shareholders have been diluted in the past year (37% increase in shares outstanding).Reported Earnings • Feb 13Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: ₹6.00. Revenue: ₹51.1m (up 60% from 3Q 2023). Net income: ₹28.1m (up ₹24.4m from 3Q 2023). Profit margin: 55% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Ace Software Exports Limited to Report Q3, 2024 Results on Feb 12, 2024Ace Software Exports Limited announced that they will report Q3, 2024 results on Feb 12, 2024お知らせ • Jan 08Ace Software Exports Limited announced that it expects to receive INR 60.2 million in fundingAce Software Exports Limited announced a private placement to issue 1,720,000 common shares at an issue price of INR 35 per share for the gross proceeds of INR 60.200,000 on January 6, 2023. The transaction will include participation from individual investors Amit Mansukhlal Mehta for 847,360 shares, Vaishali Amit Mehta for 400,000 shares, Rahul Jayantibhai Kalari for 312,220 shares, Kalaria Rahul Jayantilal for 50,000 shares, Palavoor Muthiah Anavaratham for 70,000 shares and Sanghavi Nischal Arvindbhai for 40,310 shares. The transaction has been approved by the shareholders of the company and is subject to general shareholders.Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹45.50, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 42x in the IT industry in India. Total returns to shareholders of 168% over the past three years.New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$10m (₹153.5m market cap, or US$1.84m). Minor Risk Revenue is less than US$5m (₹90m revenue, or US$1.1m).Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹29.82, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 40x in the IT industry in India. Total returns to shareholders of 93% over the past three years.お知らせ • Nov 04Ace Software Exports Limited to Report Q2, 2024 Results on Nov 10, 2023Ace Software Exports Limited announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • Sep 07Ace Software Exports Limited, Annual General Meeting, Sep 29, 2023Ace Software Exports Limited, Annual General Meeting, Sep 29, 2023, at 11:00 Indian Standard Time. Location: he registered office of the Company situated at 801, Everest Commercial Complex, Opp. Shashtri Maidan, Rajkot 360001 Rajkot Gujarat India Agenda: To consider and adopt the audited financial statements of the Company for the financial year ended March 31, 2023, the reports of the Board of Directors and Auditors thereon; to appoint a director in place of Vikram B. Sanghani, who retires by rotation and, being eligible, seeks re- appointment; to appoint a director in place of Sanjay H. Dhamsania ,who retires by rotation and, being eligible, seeks re-appointment; and to consider other business matters.New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹7.7m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₹7.7m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (₹101.0m market cap, or US$1.21m). Minor Risk Revenue is less than US$5m (₹98m revenue, or US$1.2m).Reported Earnings • Aug 16First quarter 2024 earnings releasedFirst quarter 2024 results: ₹0.57 loss per share. Revenue: ₹19.8m (down 17% from 1Q 2023). Net loss: ₹2.68m (down ₹3.31m from profit in 1Q 2023).Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹23.45, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 54% over the past three years.Reported Earnings • Jun 03Full year 2023 earnings released: EPS: ₹0.25 (vs ₹1.15 loss in FY 2022)Full year 2023 results: EPS: ₹0.25 (up from ₹1.15 loss in FY 2022). Revenue: ₹107.6m (up 10.0% from FY 2022). Net income: ₹1.55m (up ₹6.91m from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • May 25Ace Software Exports Limited to Report Q4, 2023 Results on May 30, 2023Ace Software Exports Limited announced that they will report Q4, 2023 results on May 30, 2023Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹18.54, the stock trades at a trailing P/E ratio of 77.6x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹15.65, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 23x in the IT industry in India. Total loss to shareholders of 7.9% over the past three years.Reported Earnings • Feb 16Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ₹0.97. Revenue: ₹33.2m (up 26% from 3Q 2022). Net income: ₹3.63m (up ₹4.17m from 3Q 2022). Profit margin: 11% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 06Ace Software Exports Limited to Report Q3, 2023 Results on Feb 14, 2023Ace Software Exports Limited announced that they will report Q3, 2023 results on Feb 14, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Dhara Shah was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Buying Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be ₹22.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 47%.お知らせ • Nov 05Ace Software Exports Limited to Report Q2, 2023 Results on Nov 14, 2022Ace Software Exports Limited announced that they will report Q2, 2023 results on Nov 14, 2022お知らせ • Sep 07Ace Software Exports Limited, Annual General Meeting, Sep 29, 2022Ace Software Exports Limited, Annual General Meeting, Sep 29, 2022, at 11:00 Indian Standard Time. Agenda: To consider and adopt: (a) the audited financial statements of the company for the financial year ended March 31, 2022, the reports of the board of directors and auditors thereon and (b) the audited consolidated financial statements of the company for the financial year ended march 31, 2022; to appoint a director in place of Vikram B. Sanghani, who retires by rotation and, being eligible, seeks re-appointment; To appoint a director in place of Sanjay H. Dhamsania who retires by rotation and, being eligible, seeks re-appointment; to consider appointment of statutory auditor of the company.Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹0.003 (vs ₹0.85 loss in 1Q 2022)First quarter 2023 results: EPS: ₹0.003 (up from ₹0.85 loss in 1Q 2022). Revenue: ₹24.9m (up 16% from 1Q 2022). Net income: ₹625.0k (up ₹3.46m from 1Q 2022). Profit margin: 2.5% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Jun 02Full year 2022 earnings released: ₹1.73 loss per share (vs ₹1.31 loss in FY 2021)Full year 2022 results: ₹1.73 loss per share. Revenue: ₹105.9m (up 20% from FY 2021). Net loss: ₹5.37m (loss narrowed 13% from FY 2021).お知らせ • May 22Ace Software Exports Limited to Report Q4, 2022 Results on May 30, 2022Ace Software Exports Limited announced that they will report Q4, 2022 results on May 30, 2022Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Dhara Shah was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: ₹0.25 loss per share (up from ₹0.49 loss in 3Q 2021). Revenue: ₹27.4m (up 14% from 3Q 2021). Net loss: ₹538.0k (loss narrowed 63% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: ₹0.12 loss per shareThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹28.5m (up 26% from 2Q 2021). Net income: ₹481.0k (down 80% from 2Q 2021). Profit margin: 1.7% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses.Reported Earnings • Aug 18First quarter 2022 earnings released: ₹0.85 loss per shareThe company reported a soft first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: ₹22.4m (up 20% from 1Q 2021). Net loss: ₹2.84m (down ₹2.96m from profit in 1Q 2021).Reported Earnings • Jul 04Full year 2021 earnings released: ₹2.05 loss per share (vs ₹3.66 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: ₹95.1m (up 4.0% from FY 2020). Net loss: ₹6.15m (loss narrowed 64% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 04New 90-day low: ₹12.81The company is down 15% from its price of ₹15.00 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 16% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ₹25.2m (up 12% from 3Q 2020). Net loss: ₹1.47m (loss narrowed 66% from 3Q 2020).Is New 90 Day High Low • Feb 09New 90-day low: ₹13.50The company is down 5.0% from its price of ₹14.24 on 11 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 22% over the same period.お知らせ • Feb 05Ace Software Exports Limited to Report Q3, 2021 Results on Feb 13, 2021Ace Software Exports Limited announced that they will report Q3, 2021 results on Feb 13, 2021Is New 90 Day High Low • Dec 31New 90-day high: ₹16.36The company is up 27% from its price of ₹12.89 on 01 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period.Is New 90 Day High Low • Dec 07New 90-day high: ₹15.75The company is up 15% from its price of ₹13.75 on 08 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 21% over the same period.Is New 90 Day High Low • Nov 20New 90-day high: ₹14.92The company is up 6.0% from its price of ₹14.05 on 21 August 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 17% over the same period.Is New 90 Day High Low • Oct 13New 90-day low: ₹12.00The company is down 22% from its price of ₹15.30 on 15 July 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 39% over the same period.Is New 90 Day High Low • Sep 25New 90-day low: ₹12.40The company is down 20% from its price of ₹15.50 on 26 June 2020. The Indian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 22% over the same period.株主還元531525IN ITIN 市場7D-20.7%-0.2%0.9%1Y-53.0%-22.2%6.1%株主還元を見る業界別リターン: 531525過去 1 年間で-22.2 % の収益を上げたIndian IT業界を下回りました。リターン対市場: 531525は、過去 1 年間で6.1 % のリターンを上げたIndian市場を下回りました。価格変動Is 531525's price volatile compared to industry and market?531525 volatility531525 Average Weekly Movement7.5%IT Industry Average Movement7.9%Market Average Movement7.2%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: 531525 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 531525の 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト198755Amit Mehtawww.acesoftex.comエース・ソフトウェア・エクスポート・リミテッドは、その子会社とともに、インドでプロセス・エンジニアリングと変換システムを使った文書管理、デジタル出版、データ変換ソリューションを提供している。また、プリプレス、電子書籍フォーマット、エディトリアル、カバーデザイン、文書変換などのデジタルコンテンツ、出版サービス、ソーシャルメディアやプリントオンデマンド・プラットフォームを通じたコンテンツの配布や販売も行っている。また、技術コンサルティングを提供し、アプリケーション、ウェブサイト、ソフトウェア、ITインフラ、ワークフロー改善、プロジェクト管理などの開発も行っている。出版社やその他の組織にサービスを提供している。同社は1987年に設立され、インドのラジコットを拠点としている。もっと見るAce Software Exports Limited 基礎のまとめAce Software Exports の収益と売上を時価総額と比較するとどうか。531525 基礎統計学時価総額₹2.08b収益（TTM）₹70.76m売上高(TTM)₹558.25m29.4xPER（株価収益率3.7xP/Sレシオ531525 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計531525 損益計算書（TTM）収益₹558.25m売上原価₹302.59m売上総利益₹255.65mその他の費用₹184.89m収益₹70.76m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）3.88グロス・マージン45.80%純利益率12.68%有利子負債／自己資本比率13.1%531525 の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/08 23:04終値2026/05/08 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ace Software Exports Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 1,209% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹162, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 20x in the IT industry in India. Total returns to shareholders of 1,985% over the past three years.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹2.82 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹154.8m (up 127% from 3Q 2025). Net income: ₹17.4m (up 41% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Feb 10Ace Software Exports Limited to Report Q3, 2026 Results on Feb 13, 2026Ace Software Exports Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 13, 2026
New Risk • Jan 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (93% accrual ratio). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹3.83b market cap, or US$42.5m).
お知らせ • Dec 20Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million.Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,471,101 Price\Range: INR 110 Transaction Features: Regulation S; Rights Offering
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹119, the stock trades at a trailing P/E ratio of 30.6x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 1,209% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹162, the stock trades at a trailing P/E ratio of 41.9x. Average trailing P/E is 20x in the IT industry in India. Total returns to shareholders of 1,985% over the past three years.
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: ₹1.35 (vs ₹2.82 in 3Q 2025)Third quarter 2026 results: EPS: ₹1.35. Revenue: ₹154.8m (up 127% from 3Q 2025). Net income: ₹17.4m (up 41% from 3Q 2025). Profit margin: 11% (down from 18% in 3Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Feb 10Ace Software Exports Limited to Report Q3, 2026 Results on Feb 13, 2026Ace Software Exports Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 13, 2026
New Risk • Jan 02New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 42% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.3% average weekly change). High level of non-cash earnings (93% accrual ratio). Shareholders have been substantially diluted in the past year (42% increase in shares outstanding). Minor Risk Market cap is less than US$100m (₹3.83b market cap, or US$42.5m).
お知らせ • Dec 20Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million.Ace Software Exports Limited has completed a Follow-on Equity Offering in the amount of INR 601.82111 million. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 5,471,101 Price\Range: INR 110 Transaction Features: Regulation S; Rights Offering
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹261, the stock trades at a trailing P/E ratio of 50.9x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 2,491% over the past three years.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: ₹1.43 (vs ₹2.06 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.43. Revenue: ₹144.1m (up 146% from 2Q 2025). Net income: ₹18.2m (up 110% from 2Q 2025). Profit margin: 13% (down from 15% in 2Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Nov 12Ace Software Exports Limited to Report Q2, 2026 Results on Nov 14, 2025Ace Software Exports Limited announced that they will report Q2, 2026 results at 12:15 PM, Indian Standard Time on Nov 14, 2025
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹351, the stock trades at a trailing P/E ratio of 79.8x. Average trailing P/E is 27x in the IT industry in India. Total returns to shareholders of 3,182% over the past three years.
お知らせ • Sep 05Ace Software Exports Limited, Annual General Meeting, Sep 30, 2025Ace Software Exports Limited, Annual General Meeting, Sep 30, 2025, at 11:00 Indian Standard Time. Location: 1001, aalap b, limda chowk, dr. rajendraprasad road, rajkot-360001,gujarat, rajkot India
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹295, the stock trades at a trailing P/E ratio of 67.2x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 2,567% over the past three years.
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: ₹0.96 (vs ₹1.73 in 1Q 2025)First quarter 2026 results: EPS: ₹0.96. Revenue: ₹132.5m (up 150% from 1Q 2025). Net income: ₹12.5m (up 75% from 1Q 2025). Profit margin: 9.4% (down from 14% in 1Q 2025). The decrease in margin was driven by higher expenses.
お知らせ • Aug 09Ace Software Exports Limited to Report Q1, 2026 Results on Aug 13, 2025Ace Software Exports Limited announced that they will report Q1, 2026 results on Aug 13, 2025
Reported Earnings • Jun 02Full year 2025 earnings released: EPS: ₹7.49 (vs ₹7.73 in FY 2024)Full year 2025 results: EPS: ₹7.49. Revenue: ₹334.3m (up 41% from FY 2024). Net income: ₹50.9m (up 2.8% from FY 2024). Profit margin: 15% (down from 21% in FY 2024). The decrease in margin was driven by higher expenses.
お知らせ • May 26Ace Software Exports Limited to Report Q4, 2025 Results on May 30, 2025Ace Software Exports Limited announced that they will report Q4, 2025 results on May 30, 2025
お知らせ • Apr 10Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in Ace Infoway Pvt. Ltd from its existing shareholders.Ace Software Exports Limited (BSE:531525) agreed to acquire remaining 60% stake in Ace Infoway Pvt. Ltd from its existing shareholders for approximately 130 million on July 5, 2024. A cash consideration of INR 129 million valued at INR 1075 per share will be paid by Ace Software Exports Limited. As part of consideration, INR 129 million is paid towards common equity of Ace Infoway Pvt. Ltd. The deal has been financed through the net proceeds derived from the Rights Issue. Ace Infoway Pvt. Ltd reported revenue of INR 155.13 million for the year ended March 31, 2024. The transaction is subject to approval of offer by acquirer shareholders and regulatory approvals. The deal is expected to close in the next 4 to 6 months. Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in Ace Infoway Pvt. Ltd on April 9, 2025.
Reported Earnings • Feb 02Third quarter 2025 earnings released: EPS: ₹2.82 (vs ₹6.00 in 3Q 2024)Third quarter 2025 results: EPS: ₹2.82 (down from ₹6.00 in 3Q 2024). Revenue: ₹74.1m (up 255% from 3Q 2024). Net income: ₹12.4m (down 56% from 3Q 2024). Profit margin: 17% (down from 135% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30Ace Software Exports Limited to Report Q3, 2025 Results on Feb 01, 2025Ace Software Exports Limited announced that they will report Q3, 2025 results at 12:15 PM, Indian Standard Time on Feb 01, 2025
お知らせ • Jan 18Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in QeCAD.Ace Software Exports Limited (BSE:531525) agreed to acquire remaining 60% stake in QeCAD for INR 28.6 million on June 5, 2024. A cash consideration of INR 28.63 million will be paid by Ace Software Exports Limited. As part of consideration, INR 28.63 million is paid towards common equity of QeCAD. Upon completion, Ace Software Exports Limited will own 100% stake in QeCAD. For the period ending March 31, 2024, QeCAD reported total revenue of INR 29.57 million. The transaction is approved by the board of Ace Software Exports Limited (BSE:531525) and is subject to shareholder approval. The acquisition is expected to be completed in the next 4 to 6 months from the Current date. Ace Software Exports Limited (BSE:531525) completed the acquisition of remaining 60% stake in QeCAD on January 16, 2025.
New Risk • Jan 10New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 174% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (35% accrual ratio). Shareholders have been substantially diluted in the past year (174% increase in shares outstanding). Minor Risks Revenue is less than US$5m (₹310m revenue, or US$3.6m). Market cap is less than US$100m (₹4.17b market cap, or US$48.6m).
New Risk • Dec 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 13% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). High level of non-cash earnings (34% accrual ratio). Minor Risks Shareholders have been diluted in the past year (37% increase in shares outstanding). Revenue is less than US$5m (₹310m revenue, or US$3.7m). Market cap is less than US$100m (₹1.64b market cap, or US$19.4m).
Valuation Update With 7 Day Price Move • Dec 05Investor sentiment deteriorates as stock falls 44%After last week's 44% share price decline to ₹257, the stock trades at a trailing P/E ratio of 28.3x. Average trailing P/E is 36x in the IT industry in India. Total returns to shareholders of 1,311% over the past three years.
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: ₹2.06 (vs ₹2.10 in 2Q 2024)Second quarter 2025 results: EPS: ₹2.06 (down from ₹2.10 in 2Q 2024). Revenue: ₹60.3m (up 204% from 2Q 2024). Net income: ₹8.65m (down 12% from 2Q 2024). Profit margin: 14% (down from 50% in 2Q 2024).
お知らせ • Nov 12Ace Software Exports Limited to Report Q2, 2025 Results on Nov 14, 2024Ace Software Exports Limited announced that they will report Q2, 2025 results on Nov 14, 2024
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹482, the stock trades at a trailing P/E ratio of 52x. Average trailing P/E is 37x in the IT industry in India. Total returns to shareholders of 2,923% over the past three years.
Board Change • Sep 24High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Non Executive Independent Director Sanjiv Punjani 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.
お知らせ • Sep 13Ace Software Exports Limited, Annual General Meeting, Sep 30, 2024Ace Software Exports Limited, Annual General Meeting, Sep 30, 2024, at 11:00 Indian Standard Time. Location: 801, everest commercial complex, opp. shashtri maidan, rajkot-360001,gujarat, India
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹383, the stock trades at a trailing P/E ratio of 41.3x. Average trailing P/E is 41x in the IT industry in India. Total returns to shareholders of 2,403% over the past three years.
Recent Insider Transactions • Aug 09Co-Founder recently sold ₹33m worth of stockOn the 6th of August, Sanjay Dhamsania sold around 100k shares on-market at roughly ₹335 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sanjay's only on-market trade for the last 12 months.
Reported Earnings • Jul 31First quarter 2025 earnings released: EPS: ₹1.73 (vs ₹0.57 loss in 1Q 2024)First quarter 2025 results: EPS: ₹1.73 (up from ₹0.57 loss in 1Q 2024). Revenue: ₹56.0m (up 195% from 1Q 2024). Net income: ₹7.16m (up ₹9.84m from 1Q 2024). Profit margin: 13% (up from net loss in 1Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has increased by 165% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25Ace Software Exports Limited to Report Q1, 2025 Results on Jul 30, 2024Ace Software Exports Limited announced that they will report Q1, 2025 results on Jul 30, 2024
お知らせ • May 25Ace Software Exports Limited to Report Fiscal Year 2024 Results on May 30, 2024Ace Software Exports Limited announced that they will report fiscal year 2024 results on May 30, 2024
お知らせ • Apr 18Ace Software Exports Limited (BSE:531525) agreed to acquire 25% stake in Ace Infoway Pvt. Ltd for INR 53.8 million.Ace Software Exports Limited (BSE:531525) agreed to acquire 25% stake in Ace Infoway Pvt. Ltd for INR 53.8 million on April 16, 2024. The consideration consists of INR 53.75 million in cash. Post investment, Ace Software Exports Limited will hold up to 65% share in Ace Infoway Private Limited. The transaction has been reviewed and approved by the Board of Directors of Ace Software Exports Limited. The acquisition of shares is expected to be completed by Q2 2024-25.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹111, the stock trades at a trailing P/E ratio of 21.4x. Average trailing P/E is 35x in the IT industry in India. Total returns to shareholders of 787% over the past three years.
New Risk • Feb 22New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Revenue is less than US$1m (₹79m revenue, or US$955k). Market cap is less than US$10m (₹574.3m market cap, or US$6.93m). Minor Risk Shareholders have been diluted in the past year (37% increase in shares outstanding).
Reported Earnings • Feb 13Third quarter 2024 earnings releasedThird quarter 2024 results: EPS: ₹6.00. Revenue: ₹51.1m (up 60% from 3Q 2023). Net income: ₹28.1m (up ₹24.4m from 3Q 2023). Profit margin: 55% (up from 11% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 78% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Ace Software Exports Limited to Report Q3, 2024 Results on Feb 12, 2024Ace Software Exports Limited announced that they will report Q3, 2024 results on Feb 12, 2024
お知らせ • Jan 08Ace Software Exports Limited announced that it expects to receive INR 60.2 million in fundingAce Software Exports Limited announced a private placement to issue 1,720,000 common shares at an issue price of INR 35 per share for the gross proceeds of INR 60.200,000 on January 6, 2023. The transaction will include participation from individual investors Amit Mansukhlal Mehta for 847,360 shares, Vaishali Amit Mehta for 400,000 shares, Rahul Jayantibhai Kalari for 312,220 shares, Kalaria Rahul Jayantilal for 50,000 shares, Palavoor Muthiah Anavaratham for 70,000 shares and Sanghavi Nischal Arvindbhai for 40,310 shares. The transaction has been approved by the shareholders of the company and is subject to general shareholders.
Valuation Update With 7 Day Price Move • Jan 02Investor sentiment improves as stock rises 23%After last week's 23% share price gain to ₹45.50, the stock trades at a trailing P/E ratio of 24.6x. Average trailing P/E is 42x in the IT industry in India. Total returns to shareholders of 168% over the past three years.
New Risk • Dec 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Market cap is less than US$10m (₹153.5m market cap, or US$1.84m). Minor Risk Revenue is less than US$5m (₹90m revenue, or US$1.1m).
Valuation Update With 7 Day Price Move • Dec 08Investor sentiment improves as stock rises 24%After last week's 24% share price gain to ₹29.82, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 40x in the IT industry in India. Total returns to shareholders of 93% over the past three years.
お知らせ • Nov 04Ace Software Exports Limited to Report Q2, 2024 Results on Nov 10, 2023Ace Software Exports Limited announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • Sep 07Ace Software Exports Limited, Annual General Meeting, Sep 29, 2023Ace Software Exports Limited, Annual General Meeting, Sep 29, 2023, at 11:00 Indian Standard Time. Location: he registered office of the Company situated at 801, Everest Commercial Complex, Opp. Shashtri Maidan, Rajkot 360001 Rajkot Gujarat India Agenda: To consider and adopt the audited financial statements of the Company for the financial year ended March 31, 2023, the reports of the Board of Directors and Auditors thereon; to appoint a director in place of Vikram B. Sanghani, who retires by rotation and, being eligible, seeks re- appointment; to appoint a director in place of Sanjay H. Dhamsania ,who retires by rotation and, being eligible, seeks re-appointment; and to consider other business matters.
New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -₹7.7m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-₹7.7m free cash flow). Share price has been highly volatile over the past 3 months (11% average weekly change). Market cap is less than US$10m (₹101.0m market cap, or US$1.21m). Minor Risk Revenue is less than US$5m (₹98m revenue, or US$1.2m).
Reported Earnings • Aug 16First quarter 2024 earnings releasedFirst quarter 2024 results: ₹0.57 loss per share. Revenue: ₹19.8m (down 17% from 1Q 2023). Net loss: ₹2.68m (down ₹3.31m from profit in 1Q 2023).
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹23.45, the stock trades at a trailing P/E ratio of 71x. Average trailing P/E is 32x in the IT industry in India. Total returns to shareholders of 54% over the past three years.
Reported Earnings • Jun 03Full year 2023 earnings released: EPS: ₹0.25 (vs ₹1.15 loss in FY 2022)Full year 2023 results: EPS: ₹0.25 (up from ₹1.15 loss in FY 2022). Revenue: ₹107.6m (up 10.0% from FY 2022). Net income: ₹1.55m (up ₹6.91m from FY 2022). Profit margin: 1.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • May 25Ace Software Exports Limited to Report Q4, 2023 Results on May 30, 2023Ace Software Exports Limited announced that they will report Q4, 2023 results on May 30, 2023
Valuation Update With 7 Day Price Move • May 02Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹18.54, the stock trades at a trailing P/E ratio of 77.6x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹15.65, the stock trades at a trailing P/E ratio of 65.5x. Average trailing P/E is 23x in the IT industry in India. Total loss to shareholders of 7.9% over the past three years.
Reported Earnings • Feb 16Third quarter 2023 earnings releasedThird quarter 2023 results: EPS: ₹0.97. Revenue: ₹33.2m (up 26% from 3Q 2022). Net income: ₹3.63m (up ₹4.17m from 3Q 2022). Profit margin: 11% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 06Ace Software Exports Limited to Report Q3, 2023 Results on Feb 14, 2023Ace Software Exports Limited announced that they will report Q3, 2023 results on Feb 14, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Dhara Shah was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Buying Opportunity • Nov 07Now 20% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be ₹22.26, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has grown by 47%.
お知らせ • Nov 05Ace Software Exports Limited to Report Q2, 2023 Results on Nov 14, 2022Ace Software Exports Limited announced that they will report Q2, 2023 results on Nov 14, 2022
お知らせ • Sep 07Ace Software Exports Limited, Annual General Meeting, Sep 29, 2022Ace Software Exports Limited, Annual General Meeting, Sep 29, 2022, at 11:00 Indian Standard Time. Agenda: To consider and adopt: (a) the audited financial statements of the company for the financial year ended March 31, 2022, the reports of the board of directors and auditors thereon and (b) the audited consolidated financial statements of the company for the financial year ended march 31, 2022; to appoint a director in place of Vikram B. Sanghani, who retires by rotation and, being eligible, seeks re-appointment; To appoint a director in place of Sanjay H. Dhamsania who retires by rotation and, being eligible, seeks re-appointment; to consider appointment of statutory auditor of the company.
Reported Earnings • Aug 14First quarter 2023 earnings released: EPS: ₹0.003 (vs ₹0.85 loss in 1Q 2022)First quarter 2023 results: EPS: ₹0.003 (up from ₹0.85 loss in 1Q 2022). Revenue: ₹24.9m (up 16% from 1Q 2022). Net income: ₹625.0k (up ₹3.46m from 1Q 2022). Profit margin: 2.5% (up from net loss in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Jun 02Full year 2022 earnings released: ₹1.73 loss per share (vs ₹1.31 loss in FY 2021)Full year 2022 results: ₹1.73 loss per share. Revenue: ₹105.9m (up 20% from FY 2021). Net loss: ₹5.37m (loss narrowed 13% from FY 2021).
お知らせ • May 22Ace Software Exports Limited to Report Q4, 2022 Results on May 30, 2022Ace Software Exports Limited announced that they will report Q4, 2022 results on May 30, 2022
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Dhara Shah was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Feb 16Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: ₹0.25 loss per share (up from ₹0.49 loss in 3Q 2021). Revenue: ₹27.4m (up 14% from 3Q 2021). Net loss: ₹538.0k (loss narrowed 63% from 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: ₹0.12 loss per shareThe company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹28.5m (up 26% from 2Q 2021). Net income: ₹481.0k (down 80% from 2Q 2021). Profit margin: 1.7% (down from 11% in 2Q 2021). The decrease in margin was driven by higher expenses.
Reported Earnings • Aug 18First quarter 2022 earnings released: ₹0.85 loss per shareThe company reported a soft first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: ₹22.4m (up 20% from 1Q 2021). Net loss: ₹2.84m (down ₹2.96m from profit in 1Q 2021).
Reported Earnings • Jul 04Full year 2021 earnings released: ₹2.05 loss per share (vs ₹3.66 loss in FY 2020)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2021 results: Revenue: ₹95.1m (up 4.0% from FY 2020). Net loss: ₹6.15m (loss narrowed 64% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 04New 90-day low: ₹12.81The company is down 15% from its price of ₹15.00 on 04 December 2020. The Indian market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 16% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings releasedThe company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: ₹25.2m (up 12% from 3Q 2020). Net loss: ₹1.47m (loss narrowed 66% from 3Q 2020).
Is New 90 Day High Low • Feb 09New 90-day low: ₹13.50The company is down 5.0% from its price of ₹14.24 on 11 November 2020. The Indian market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 22% over the same period.
お知らせ • Feb 05Ace Software Exports Limited to Report Q3, 2021 Results on Feb 13, 2021Ace Software Exports Limited announced that they will report Q3, 2021 results on Feb 13, 2021
Is New 90 Day High Low • Dec 31New 90-day high: ₹16.36The company is up 27% from its price of ₹12.89 on 01 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is up 19% over the same period.
Is New 90 Day High Low • Dec 07New 90-day high: ₹15.75The company is up 15% from its price of ₹13.75 on 08 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 21% over the same period.
Is New 90 Day High Low • Nov 20New 90-day high: ₹14.92The company is up 6.0% from its price of ₹14.05 on 21 August 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 17% over the same period.
Is New 90 Day High Low • Oct 13New 90-day low: ₹12.00The company is down 22% from its price of ₹15.30 on 15 July 2020. The Indian market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 39% over the same period.
Is New 90 Day High Low • Sep 25New 90-day low: ₹12.40The company is down 20% from its price of ₹15.50 on 26 June 2020. The Indian market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the IT industry, which is up 22% over the same period.
