New Risk • Jun 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to ₹185, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 22x in the IT industry in India. Total loss to shareholders of 28% over the past three years. Announcement • May 30
Saksoft Limited Announces Cessation of VVR Babu from Independent Director, Effective May 26, 2026 Saksoft Limited informed that Mr. VVR Babu (DIN: 07234186), Non-Executive Independent Director of Saksoft Limited, ceased to hold office as an Independent Director of the Company with effect from May 26, 2026, upon completion of his second consecutive term of 5 (five) years each as an Independent Director of the Company. Declared Dividend • May 27
Final dividend of ₹0.55 announced Shareholders will receive a dividend of ₹0.55. Ex-date: 31st July 2026 Payment date: 6th September 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (9% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 26
Full year 2026 earnings released: EPS: ₹10.42 (vs ₹8.21 in FY 2025) Full year 2026 results: EPS: ₹10.42 (up from ₹8.21 in FY 2025). Revenue: ₹10.3b (up 16% from FY 2025). Net income: ₹1.33b (up 23% from FY 2025). Profit margin: 13% (in line with FY 2025). 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 8% per year, which means it is significantly lagging earnings. Announcement • May 25
Saksoft Limited, Annual General Meeting, Aug 07, 2026 Saksoft Limited, Annual General Meeting, Aug 07, 2026. Announcement • May 13
Saksoft Limited to Report Q4, 2026 Results on May 25, 2026 Saksoft Limited announced that they will report Q4, 2026 results on May 25, 2026 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹127, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 21x in the IT industry in India. Negligible returns to shareholders over past three years. Buy Or Sell Opportunity • Mar 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 44% to ₹110. The fair value is estimated to be ₹139, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Reported Earnings • Feb 03
Third quarter 2026 earnings released: EPS: ₹2.27 (vs ₹2.12 in 3Q 2025) Third quarter 2026 results: EPS: ₹2.27 (up from ₹2.12 in 3Q 2025). Revenue: ₹2.54b (up 12% from 3Q 2025). Net income: ₹290.2m (up 7.4% from 3Q 2025). Profit margin: 11% (in line with 3Q 2025). Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year. Buy Or Sell Opportunity • Feb 03
Now 23% overvalued Over the last 90 days, the stock has fallen 14% to ₹170. The fair value is estimated to be ₹138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Announcement • Jan 20
Saksoft Limited to Report Q3, 2026 Results on Feb 02, 2026 Saksoft Limited announced that they will report Q3, 2026 results on Feb 02, 2026 Declared Dividend • Nov 12
Dividend of ₹0.45 announced Shareholders will receive a dividend of ₹0.45. Ex-date: 14th November 2025 Payment date: 10th December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (10% earnings payout ratio) and cash flows (10% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Oct 25
Saksoft Limited to Report Q2, 2026 Results on Nov 10, 2025 Saksoft Limited announced that they will report Q2, 2026 results at 9:08 AM, Indian Standard Time on Nov 10, 2025 Announcement • Oct 10
Saksoft to Showcase 'Sakcare' - AI-Powered Critical Service Response Solution for BFS At Dreamforce 2025 Saksoft will unveil SakCare, an AI-powered customer care and compliance solution for Banking and Financial Services (BFS), at Dreamforce 2025. Built natively on Salesforce Service Cloud and Financial Services Cloud, SakCare enables institutions to respond swiftly and compliantly to urgent service requests. Powered by AI-driven intent recognition, real-time 360deg views, intelligent routing, and automation-led workflows, the solution ensures faster resolutions while reinforcing customer trust. Designed to be deployed up to 5x faster than traditional custom builds, SakCare delivers rapid time-to-value. Its Salesforce-native architecture ensures seamless integration, compliance alignment, and measurable results in weeks, not months. Reported Earnings • Aug 09
First quarter 2026 earnings released: EPS: ₹2.54 (vs ₹2.02 in 1Q 2025) First quarter 2026 results: EPS: ₹2.54 (up from ₹2.02 in 1Q 2025). Revenue: ₹2.52b (up 26% from 1Q 2025). Net income: ₹323.5m (up 26% from 1Q 2025). Profit margin: 13% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Aug 01
Saksoft Limited to Report Q1, 2026 Results on Aug 08, 2025 Saksoft Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Upcoming Dividend • Jul 25
Upcoming dividend of ₹0.40 per share Eligible shareholders must have bought the stock before 01 August 2025. Payment date: 07 September 2025. Payout ratio is a comfortable 9.7% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (3.1%). Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹235, the stock trades at a trailing P/E ratio of 27.7x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 218% over the past three years. Reported Earnings • May 28
Full year 2025 earnings released: EPS: ₹8.21 (vs ₹7.67 in FY 2024) Full year 2025 results: EPS: ₹8.21 (up from ₹7.67 in FY 2024). Revenue: ₹9.00b (up 18% from FY 2024). Net income: ₹1.09b (up 13% from FY 2024). Profit margin: 12% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 26
Saksoft Limited, Annual General Meeting, Aug 08, 2025 Saksoft Limited, Annual General Meeting, Aug 08, 2025. New Risk • May 26
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • May 15
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹177, the stock trades at a trailing P/E ratio of 22.2x. Average trailing P/E is 28x in the IT industry in India. Total returns to shareholders of 185% over the past three years. Announcement • May 13
Saksoft Limited to Report Q4, 2025 Results on May 26, 2025 Saksoft Limited announced that they will report Q4, 2025 results on May 26, 2025 Reported Earnings • Feb 04
Third quarter 2025 earnings released: EPS: ₹2.12 (vs ₹1.79 in 3Q 2024) Third quarter 2025 results: EPS: ₹2.12 (up from ₹1.79 in 3Q 2024). Revenue: ₹2.30b (up 20% from 3Q 2024). Net income: ₹270.2m (up 20% from 3Q 2024). Profit margin: 12% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 31
Saksoft Limited (NSEI:SAKSOFT) acquired ZeTechno Products and Services - ServiceNow Partners for INR 25.9 million. Saksoft Limited (NSEI:SAKSOFT) agreed to acquire ZeTechno Products and Services - ServiceNow Partners for INR 25.9 million on December 21, 2024. A cash consideration of INR 25.9 million will be paid by Saksoft Limited. As part of consideration, INR 25.9 million is paid towards common equity of ZeTechno Products and Services - ServiceNow Partners.
For the period ending March 31, 2024, ZeTechno Products and Services - ServiceNow Partners reported total revenue of INR 33.3 million. The expected completion of the transaction is December 22, 2024 to January 18, 2025.
Saksoft Limited (NSEI:SAKSOFT) completed the acquisition of ZeTechno Products and Services - ServiceNow Partners on January 30, 2025. Announcement • Jan 22
Saksoft Limited to Report Q3, 2025 Results on Feb 03, 2025 Saksoft Limited announced that they will report Q3, 2025 results on Feb 03, 2025 Declared Dividend • Nov 13
Dividend of ₹0.40 announced Shareholders will receive a dividend of ₹0.40. Ex-date: 20th November 2024 Payment date: 11th December 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 20% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Nov 02
Saksoft Limited to Report Q2, 2025 Results on Nov 11, 2024 Saksoft Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Announcement • Oct 17
Saksoft Limited (NSEI:SAKSOFT) completed the acquisition of CEPTES Software Private Ltd. Saksoft Limited (NSEI:SAKSOFT) agreed to acquire CEPTES Software Private Ltd for approximately INR 620 million on September 27, 2024. A cash consideration of INR 310.5 million will be paid by Saksoft Limited. Saksoft Limited will pay an earnout/contingent payment of INR 304.5 million cash. As part of consideration, INR 615 million is paid towards common equity of CEPTES Software Private Ltd. Upon the completion of the transaction, Ceptes will become a wholly owned subsidiary of the Company.
For the period ending March 31, 2024, CEPTES Software Private Ltd reported total revenue of INR 333.1 million. The transaction is expected to be completed within the next four weeks.
Saksoft Limited (NSEI:SAKSOFT) completed the acquisition of CEPTES Software Private Ltd on October 17, 2024. Announcement • Sep 27
Saksoft Limited (NSEI:SAKSOFT) agreed to acquire CEPTES Software Private Ltd for INR 61.5 million. Saksoft Limited (NSEI:SAKSOFT) agreed to acquire CEPTES Software Private Ltd for INR 61.5 million on September 27, 2024. A cash consideration of INR 31.05 million will be paid by Saksoft Limited. Saksoft Limited will pay an earnout/contingent payment of INR 30.45 million cash. As part of consideration, INR 61.5 million is paid towards common equity of CEPTES Software Private Ltd. Upon the completion of the transaction, Ceptes will become a wholly owned subsidiary of the Company. For the period ending March 31, 2024, CEPTES Software Private Ltd reported total revenue of INR 33.31 million. The transaction is expected to be completed within the next four weeks. Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹344, the stock trades at a trailing P/E ratio of 35.9x. Average trailing P/E is 41x in the IT industry in India. Total returns to shareholders of 252% over the past three years. Announcement • Aug 10
Saksoft Limited Approves Final Dividend for the Financial Year 2023-2024 Saksoft Limited at its Annual General Meeting held on August 7, 2024, approved a final dividend of 40% (INR 0.40 per Equity Share) on the Paid-up Equity Share Capital of the Company for the Financial Year 2023-2024 in addition to the Interim Dividend of INR 0.40 per share paid during the year. Announcement • Jul 31
Saksoft Limited to Report Q1, 2025 Results on Aug 07, 2024 Saksoft Limited announced that they will report Q1, 2025 results on Aug 07, 2024 Upcoming Dividend • Jul 24
Upcoming dividend of ₹0.40 per share Eligible shareholders must have bought the stock before 31 July 2024. Payment date: 06 September 2024. Payout ratio is a comfortable 8.3% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.8%). Reported Earnings • Jul 17
Full year 2024 earnings released: EPS: ₹9.59 (vs ₹8.18 in FY 2023) Full year 2024 results: EPS: ₹9.59 (up from ₹8.18 in FY 2023). Revenue: ₹7.62b (up 14% from FY 2023). Net income: ₹961.7m (up 17% from FY 2023). Profit margin: 13% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jun 28
Saksoft Limited (NSEI:SAKSOFT) acquired Augmento Labs Private Limited for INR 1 billion. Saksoft Limited (NSEI:SAKSOFT) executed a share purchase agreement to acquire Augmento Labs Private Limited for INR 1 billion on June 12, 2024. A cash consideration of INR 350 million will be paid by Saksoft Limited. Saksoft Limited will pay an earnout/contingent payment of INR 650 million cash. For the period ending March 31, 2024, Augmento Labs Private Limited reported total revenue of INR 450 million. The transaction is expected to complete within next four weeks. Saksoft Limited (NSEI:SAKSOFT) completed the acquisition of Augmento Labs Private Limited on June 26, 2024. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹292, the stock trades at a trailing P/E ratio of 30.5x. Average trailing P/E is 34x in the IT industry in India. Total returns to shareholders of 511% over the past three years. Declared Dividend • May 29
Final dividend of ₹0.40 announced Shareholders will receive a dividend of ₹0.40. Ex-date: 31st July 2024 Payment date: 6th September 2024 Dividend yield will be 0.3%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (7% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 21% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • May 28
Full year 2024 earnings released: EPS: ₹9.59 (vs ₹8.18 in FY 2023) Full year 2024 results: EPS: ₹9.59 (up from ₹8.18 in FY 2023). Revenue: ₹7.69b (up 16% from FY 2023). Net income: ₹961.7m (up 17% from FY 2023). Profit margin: 13% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 74% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 19
Saksoft Limited to Report Q4, 2024 Results on May 27, 2024 Saksoft Limited announced that they will report Q4, 2024 results on May 27, 2024 Valuation Update With 7 Day Price Move • Apr 03
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹284, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 34x in the IT industry in India. Total returns to shareholders of 579% over the past three years. Valuation Update With 7 Day Price Move • Mar 19
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹266, the stock trades at a trailing P/E ratio of 27.3x. Average trailing P/E is 34x in the IT industry in India. Total returns to shareholders of 619% over the past three years. Reported Earnings • Feb 09
Third quarter 2024 earnings released: EPS: ₹2.24 (vs ₹1.98 in 3Q 2023) Third quarter 2024 results: EPS: ₹2.24 (up from ₹1.98 in 3Q 2023). Revenue: ₹1.94b (up 13% from 3Q 2023). Net income: ₹225.4m (up 14% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 101% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 08
Saksoft Limited Approves Interim Dividend for the Financial Year 2023-24 Saksoft Limited announced at the board meeting held on November 7, 2023, Approved the payment of Interim Dividend @ INR 0.40/-per share (40%) on equity share of INR 1.00/- each for the Financial Year 2023-24. To ascertain the eligibility of shareholders of the Company entitled for the payment of interim dividend the record date is fixed as November 16, 2023 in terms of Regulation 42 of the SEBI Regulations. The Interim Dividend shall be paid within thirty days from the date of declaration. Reported Earnings • Nov 08
Second quarter 2024 earnings released: EPS: ₹2.51 (vs ₹1.93 in 2Q 2023) Second quarter 2024 results: EPS: ₹2.51 (up from ₹1.93 in 2Q 2023). Revenue: ₹1.92b (up 15% from 2Q 2023). Net income: ₹252.8m (up 31% from 2Q 2023). Profit margin: 13% (up from 12% 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 27% per year but the company’s share price has increased by 124% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 26
Saksoft Limited to Report Q2, 2024 Results on Nov 07, 2023 Saksoft Limited announced that they will report Q2, 2024 results on Nov 07, 2023 Announcement • Aug 18
Saksoft Limited Approves Final Dividend for the Financial Year 2022-23 Saksoft Limited at its AGM held on 14 August 2023 approved final dividend of 35% (INR 0.35 per equity share) on the paid-up equity share capital for the financial year 2022-23. Announcement • Aug 07
Saksoft Limited to Report Q1, 2024 Results on Aug 14, 2023 Saksoft Limited announced that they will report Q1, 2024 results on Aug 14, 2023 Upcoming Dividend • Jul 31
Upcoming dividend of ₹0.35 per share at 0.2% yield Eligible shareholders must have bought the stock before 07 August 2023. Payment date: 13 September 2023. Payout ratio is a comfortable 8.6% and this is well supported by cash flows. Trailing yield: 0.2%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (2.0%). Reported Earnings • Jul 24
Full year 2023 earnings released: EPS: ₹8.18 (vs ₹6.34 in FY 2022) Full year 2023 results: EPS: ₹8.18 (up from ₹6.34 in FY 2022). Revenue: ₹6.66b (up 39% from FY 2022). Net income: ₹819.8m (up 30% from FY 2022). Profit margin: 12% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 146% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 05
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹270, the stock trades at a trailing P/E ratio of 33x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 1,416% over the past three years. Board Change • Jun 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. Independent Director Malini Thadani was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 26
Full year 2023 earnings released: EPS: ₹8.18 (vs ₹6.34 in FY 2022) Full year 2023 results: EPS: ₹8.18 (up from ₹6.34 in FY 2022). Revenue: ₹6.75b (up 38% from FY 2022). Net income: ₹819.8m (up 30% from FY 2022). Profit margin: 12% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 137% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 17
Saksoft Limited to Report Q4, 2023 Results on May 25, 2023 Saksoft Limited announced that they will report Q4, 2023 results on May 25, 2023 Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹186, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 25x in the IT industry in India. Total returns to shareholders of 1,157% over the past three years. Reported Earnings • Feb 05
Third quarter 2023 earnings released: EPS: ₹1.98 (vs ₹1.49 in 3Q 2022) Third quarter 2023 results: EPS: ₹1.98 (up from ₹1.49 in 3Q 2022). Revenue: ₹1.74b (up 39% from 3Q 2022). Net income: ₹198.6m (up 33% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 21
Saksoft Limited to Report Q3, 2023 Results on Feb 02, 2023 Saksoft Limited announced that they will report Q3, 2023 results on Feb 02, 2023 Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 16% share price gain to ₹123, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 26x in the IT industry in India. Total returns to shareholders of 482% over the past three years. Recent Insider Transactions • Nov 19
CFO & COO recently sold ₹23m worth of stock On the 16th of November, Niraj Ganeriwala sold around 200k shares on-market at roughly ₹114 per share. This transaction amounted to 16% 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 Niraj's only on-market trade for the last 12 months. Announcement • Nov 12
Saksoft Limited Approves Interim Dividend for the Financial Year 2022-23 Board Meeting of Saksoft Limited held on November 10, 2022 Approved the payment of Interim Dividend INR 0.35/-per share (35%) on equity share of INR 1.00/- each for the Financial Year 2022-23. To ascertain the eligibility of shareholders of the Company entitled for the payment of interim dividend the record date is fixed as November 18, 2022 in terms of Regulation 42 of the SEBI Regulations. The Interim Dividend shall be paid within thirty days from the date of declaration. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 16% share price gain to ₹115, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 433% over the past three years. Announcement • Nov 02
Saksoft Limited to Report Q2, 2023 Results on Nov 10, 2022 Saksoft Limited announced that they will report Q2, 2023 results on Nov 10, 2022 Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment improved over the past week After last week's 18% share price gain to ₹1,345, the stock trades at a trailing P/E ratio of 19.1x. Average trailing P/E is 25x in the IT industry in India. Total returns to shareholders of 449% over the past three years. Announcement • Aug 26
Saksoft Limited Approves Final Dividend for the Financial Year 2021-22 The Annual General Meeting of Saksoft Limited held on August 9, 2022, has approved a final dividend of INR 3.00 per equity share (30%) on the paid up equity capital of the company for the Financial Year 2021-22. Announcement • Jul 30
Saksoft Limited to Report Q1, 2023 Results on Aug 09, 2022 Saksoft Limited announced that they will report Q1, 2023 results on Aug 09, 2022 Upcoming Dividend • Jul 21
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 28 July 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 9.5% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.8%). Lower than average of industry peers (2.0%). Reported Earnings • Jul 20
Full year 2022 earnings released: EPS: ₹63.37 (vs ₹45.68 in FY 2021) Full year 2022 results: EPS: ₹63.37 (up from ₹45.68 in FY 2021). Revenue: ₹4.92b (up 26% from FY 2021). Net income: ₹632.6m (up 39% from FY 2021). Profit margin: 13% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jul 19
Saksoft Limited, Annual General Meeting, Aug 09, 2022 Saksoft Limited, Annual General Meeting, Aug 09, 2022, at 10:30 Indian Standard Time. Agenda: To consider the Audited Standalone Financial Statements of the Company for the Financial Year ended March 31, 2022, together with the Reports of Board of Directors and the Auditors thereon; to consider the Audited Consolidated Financial Statements of the Company for the Financial Year ended March 31, 2022 together with the Report of the Auditors thereon; to consider and approve a Final Dividend; and to consider other matters. Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improved over the past week After last week's 17% share price gain to ₹942, the stock trades at a trailing P/E ratio of 13.6x. Average trailing P/E is 27x in the IT industry in India. Total returns to shareholders of 216% over the past three years. Reported Earnings • May 28
Full year 2022 earnings released: EPS: ₹63.37 (vs ₹45.68 in FY 2021) Full year 2022 results: EPS: ₹63.37 (up from ₹45.68 in FY 2021). Revenue: ₹4.92b (up 26% from FY 2021). Net income: ₹632.6m (up 39% from FY 2021). Profit margin: 13% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 27
Saksoft Limited Recommends Final Dividend for the Financial Year 2021-2022 Saksoft Limited announces board of directors at its meeting held on May 26, 2022 recommended a final dividend of INR 3.00 per equity share (30%) for the Financial Year 2021-22 on equity shares of INR 10 each, subject to the approval of the Shareholders at the ensuing Annual General Meeting of the Company to be held on August 9, 2022. Announcement • May 14
Saksoft Limited to Report Q4, 2022 Results on May 26, 2022 Saksoft Limited announced that they will report Q4, 2022 results on May 26, 2022 Buying Opportunity • May 10
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 25%. The fair value is estimated to be ₹908, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has grown by 18%. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₹787, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 201% over the past three years. Reported Earnings • Feb 04
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: ₹14.93 (up from ₹12.13 in 3Q 2021). Revenue: ₹1.25b (up 28% from 3Q 2021). Net income: ₹149.3m (up 24% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment improved over the past week After last week's 17% share price gain to ₹1,035, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 28x in the IT industry in India. Total returns to shareholders of 296% over the past three years. Reported Earnings • Nov 13
Second quarter 2022 earnings released: EPS ₹13.13 (vs ₹10.79 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2022 results: Revenue: ₹1.15b (up 18% from 2Q 2021). Net income: ₹130.9m (up 22% from 2Q 2021). Profit margin: 11% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improved over the past week After last week's 15% share price gain to ₹1,089, the stock trades at a trailing P/E ratio of 19.2x. Average trailing P/E is 31x in the IT industry in India. Total returns to shareholders of 370% over the past three years. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment improved over the past week After last week's 16% share price gain to ₹787, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 30x in the IT industry in India. Total returns to shareholders of 194% over the past three years. Upcoming Dividend • Jul 22
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 29 July 2021. Payment date: 09 September 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.2%). Reported Earnings • Jul 21
Full year 2021 earnings released: EPS ₹45.68 (vs ₹38.67 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.89b (up 8.4% from FY 2020). Net income: ₹454.4m (up 18% from FY 2020). Profit margin: 12% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 44% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improved over the past week After last week's 18% share price gain to ₹570, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 29x in the IT industry in India. Total returns to shareholders of 189% over the past three years. Reported Earnings • May 28
Full year 2021 earnings released: EPS ₹45.68 (vs ₹38.67 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹3.90b (up 8.7% from FY 2020). Net income: ₹454.4m (up 18% from FY 2020). Profit margin: 12% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 27
Saksoft Limited Proposes Final Dividend for the Financial Year 2020-21 Saksoft Limited at its board meeting held on May 26, 2021 has proposed a final dividend of INR 2.50 per equity share (25%) of face value of INR 10 each fully paid up subject To Approve the shareholders at the upcoming Annual General Meeting of the Company to be held on August 10, 2021. Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improved over the past week After last week's 22% share price gain to ₹442, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 23x in the IT industry in India. Total returns to shareholders of 97% over the past three years. Reported Earnings • Feb 06
Third quarter 2021 earnings released: EPS ₹12.13 (vs ₹9.60 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹976.8m (up 12% from 3Q 2020). Net income: ₹120.7m (up 26% from 3Q 2020). Profit margin: 12% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Jan 26
Saksoft Limited to Report Q3, 2021 Results on Feb 04, 2021 Saksoft Limited announced that they will report Q3, 2021 results on Feb 04, 2021 Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improved over the past week After last week's 18% share price gain to ₹393, the stock is trading at a trailing P/E ratio of 9.4x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 22x in the IT industry in India. Total returns to shareholders over the past three years are 81%. Valuation Update With 7 Day Price Move • Dec 23
Investor sentiment improved over the past week After last week's 16% share price gain to ₹373, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.9x. This compares to an average P/E of 21x in the IT industry in India. Total returns to shareholders over the past three years are 70%. Announcement • Dec 13
Saksoft Ltd. Announces Resignation of S Muthukrishnan as Company Secretary and Compliance Officer Saksoft Limited announced that Mr. S Muthukrishnan, Company Secretary and Compliance Officer has resigned from the services of the Company and is getting relieved with effect from December 11, 2020. Analyst Estimate Surprise Post Earnings • Nov 07
Revenue beats expectations Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 11%, compared to a 7.6% growth forecast for the IT industry in India. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS ₹10.79 The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ₹973.3m (up 12% from 2Q 2020). Net income: ₹107.3m (up 9.9% from 2Q 2020). Profit margin: 11% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Sep 25
Chief Financial Officer recently sold ₹4.2m worth of stock On the 21st of September, Niraj Ganeriwala sold around 10k shares on-market at roughly ₹418 per share. This was the largest sale by an insider in the last 3 months. This was Niraj's only on-market trade for the last 12 months. Announcement • Aug 09
Saksoft Limited to Report Q1, 2021 Results on Aug 10, 2020 Saksoft Limited announced that they will report Q1, 2021 results at 11:28 AM, GMT Standard Time on Aug 10, 2020 
