Reported Earnings • May 26
Full year 2026 earnings released: ₹11.72 loss per share (vs ₹8.48 profit in FY 2025) Full year 2026 results: ₹11.72 loss per share (down from ₹8.48 profit in FY 2025). Revenue: ₹1.68b (up 18% from FY 2025). Net loss: ₹74.9m (down 238% from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance. Tillkännagivande • May 18
Sagarsoft (India) Limited to Report Q4, 2026 Results on May 25, 2026 Sagarsoft (India) Limited announced that they will report Q4, 2026 results on May 25, 2026 Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: ₹1.44 (vs ₹2.14 in 3Q 2025) Third quarter 2026 results: EPS: ₹1.44 (down from ₹2.14 in 3Q 2025). Revenue: ₹441.3m (up 30% from 3Q 2025). Net income: ₹9.19m (down 21% from 3Q 2025). Profit margin: 2.1% (down from 3.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 05
Sagarsoft (India) Limited to Report Q3, 2026 Results on Feb 12, 2026 Sagarsoft (India) Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 12, 2026 New Risk • Jan 11
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.5% 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 (8.5% average weekly change). Earnings have declined by 3.0% per year over the past 5 years. Market cap is less than US$10m (₹664.5m market cap, or US$7.36m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. New Risk • Nov 11
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 8.0% 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. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.0% per year over the past 5 years. Market cap is less than US$10m (₹768.3m market cap, or US$8.68m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). New Risk • Nov 01
New major risk - Revenue and earnings growth Earnings have declined by 3.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.0% per year over the past 5 years. Market cap is less than US$10m (₹728.4m market cap, or US$8.21m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Nov 01
Second quarter 2026 earnings released: EPS: ₹0.82 (vs ₹3.08 in 2Q 2025) Second quarter 2026 results: EPS: ₹0.82 (down from ₹3.08 in 2Q 2025). Revenue: ₹442.9m (up 27% from 2Q 2025). Net income: ₹5.23m (down 73% from 2Q 2025). Profit margin: 1.2% (down from 5.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Tillkännagivande • Oct 22
Sagarsoft (India) Limited to Report Q2, 2026 Results on Oct 30, 2025 Sagarsoft (India) Limited announced that they will report Q2, 2026 results on Oct 30, 2025 New Risk • Aug 08
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₹875.7m (US$10.00m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₹875.7m market cap, or US$10.00m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (0.7% net profit margin). Reported Earnings • Jul 26
First quarter 2026 earnings released: ₹3.76 loss per share (vs ₹3.21 profit in 1Q 2025) First quarter 2026 results: ₹3.76 loss per share (down from ₹3.21 profit in 1Q 2025). Revenue: ₹410.7m (up 6.1% from 1Q 2025). Net loss: ₹24.0m (down 217% from profit in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jul 18
Sagarsoft (India) Limited to Report Q1, 2026 Results on Jul 25, 2025 Sagarsoft (India) Limited announced that they will report Q1, 2026 results on Jul 25, 2025 Tillkännagivande • Jul 09
Sagarsoft (India) Limited Approves Cash Dividend for the Financial Year Ended March 31, 2025 Sagarsoft (India) Limited held its AGM on July 7, 2025, approved dividend of INR 2.00 per share (20%) on the equity shares of the company for the financial year ended March 31, 2025. Upcoming Dividend • Jun 23
Upcoming dividend of ₹2.00 per share Eligible shareholders must have bought the stock before 30 June 2025. Payment date: 06 August 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.5%). New Risk • Jun 15
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.8% Last year net profit margin: 5.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.4% average weekly change). Profit margins are more than 30% lower than last year (3.8% net profit margin). Market cap is less than US$100m (₹950.2m market cap, or US$11.0m). Reported Earnings • Jun 15
Full year 2025 earnings released: EPS: ₹8.48 (vs ₹13.04 in FY 2024) Full year 2025 results: EPS: ₹8.48 (down from ₹13.04 in FY 2024). Revenue: ₹1.42b (down 6.5% from FY 2024). Net income: ₹54.2m (down 35% from FY 2024). Profit margin: 3.8% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has remained flat. Tillkännagivande • Jun 11
Sagarsoft (India) Limited, Annual General Meeting, Jul 07, 2025 Sagarsoft (India) Limited, Annual General Meeting, Jul 07, 2025, at 16:00 Indian Standard Time. Board Change • Jun 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. Independent Director Janardhan Reddy Goli was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 16
Full year 2025 earnings released: EPS: ₹9.59 (vs ₹13.14 in FY 2024) Full year 2025 results: EPS: ₹9.59 (down from ₹13.14 in FY 2024). Revenue: ₹1.44b (down 5.3% from FY 2024). Net income: ₹61.3m (down 27% from FY 2024). Profit margin: 4.2% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 4% per year. New Risk • Apr 28
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 8.7% 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. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (₹1.02b market cap, or US$11.9m). Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: ₹2.14 (vs ₹5.58 in 3Q 2024) Third quarter 2025 results: EPS: ₹2.14 (down from ₹5.58 in 3Q 2024). Revenue: ₹345.9m (down 23% from 3Q 2024). Net income: ₹11.7m (down 67% from 3Q 2024). Profit margin: 3.4% (down from 8.0% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year. Tillkännagivande • Jan 31
Sagarsoft (India) Limited to Report Q3, 2025 Results on Feb 07, 2025 Sagarsoft (India) Limited announced that they will report Q3, 2025 results on Feb 07, 2025 Tillkännagivande • Oct 22
Sagarsoft (India) Limited to Report Q2, 2025 Results on Oct 30, 2024 Sagarsoft (India) Limited announced that they will report Q2, 2025 results on Oct 30, 2024 Tillkännagivande • Sep 26
Sagarsoft (India) Limited Announces Cessation of Shri N. Hari Mohan as Member of the Board and All the Committees Sagarsoft (India) Limited announced cessation of Shri N. Hari Mohan as member of the Board and all the Committees with effect from September 23, 2024. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹238, the stock trades at a trailing P/E ratio of 15.1x. Average trailing P/E is 39x in the Software industry in India. Total returns to shareholders of 4.5% over the past three years. Reported Earnings • Jul 27
First quarter 2025 earnings released: EPS: ₹3.21 (vs ₹0.58 in 1Q 2024) First quarter 2025 results: EPS: ₹3.21 (up from ₹0.58 in 1Q 2024). Revenue: ₹391.8m (up 21% from 1Q 2024). Net income: ₹20.5m (up 452% from 1Q 2024). Profit margin: 5.2% (up from 1.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Tillkännagivande • Jul 22
Sagarsoft (India) Limited to Report Q1, 2025 Results on Jul 26, 2024 Sagarsoft (India) Limited announced that they will report Q1, 2025 results on Jul 26, 2024 Board Change • Jun 10
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Janardhan Reddy Goli 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. Tillkännagivande • Jun 05
Sagarsoft (India) Limited, Annual General Meeting, Jun 24, 2024 Sagarsoft (India) Limited, Annual General Meeting, Jun 24, 2024, at 15:30 Indian Standard Time. Declared Dividend • Jun 03
Dividend of ₹2.00 announced Dividend of ₹2.00 is the same as last year. Ex-date: 14th June 2024 Payment date: 24th July 2024 Dividend yield will be 1.0%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 66 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 2.5% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹236, the stock trades at a trailing P/E ratio of 18.1x. Average trailing P/E is 38x in the Software industry in India. Total returns to shareholders of 17% over the past three years. Reported Earnings • May 12
Full year 2024 earnings released: EPS: ₹13.13 (vs ₹11.93 in FY 2023) Full year 2024 results: EPS: ₹13.13 (up from ₹11.93 in FY 2023). Revenue: ₹1.54b (down 6.0% from FY 2023). Net income: ₹83.4m (up 9.3% from FY 2023). Profit margin: 5.4% (up from 4.6% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • May 05
Sagarsoft (India) Limited to Report Q4, 2024 Results on May 10, 2024 Sagarsoft (India) Limited announced that they will report Q4, 2024 results on May 10, 2024 Reported Earnings • Feb 09
Third quarter 2024 earnings released: EPS: ₹5.58 (vs ₹4.31 in 3Q 2023) Third quarter 2024 results: EPS: ₹5.58 (up from ₹4.31 in 3Q 2023). Revenue: ₹453.7m (down 1.3% from 3Q 2023). Net income: ₹35.7m (up 29% from 3Q 2023). Profit margin: 7.9% (up from 6.0% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Feb 03
Sagarsoft (India) Limited to Report Q3, 2024 Results on Feb 08, 2024 Sagarsoft (India) Limited announced that they will report Q3, 2024 results on Feb 08, 2024 Valuation Update With 7 Day Price Move • Dec 19
Investor sentiment improves as stock rises 51% After last week's 51% share price gain to ₹231, the stock trades at a trailing P/E ratio of 22.7x. Average trailing P/E is 41x in the Software industry in India. Total returns to shareholders of 185% over the past three years. Reported Earnings • Nov 03
Second quarter 2024 earnings released: EPS: ₹4.30 (vs ₹4.20 in 2Q 2023) Second quarter 2024 results: EPS: ₹4.30 (up from ₹4.20 in 2Q 2023). Revenue: ₹361.1m (down 17% from 2Q 2023). Net income: ₹27.5m (up 2.4% from 2Q 2023). Profit margin: 7.6% (up from 6.2% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Nov 02
Sagarsoft (India) Limited Company Secretary and Compliance Officer Changes Sagarsoft (India) Limited received from Shri J.Raja Reddy resigning as Company Secretary and Compliance officer and the Board at the said meeting, has appointed Ms.T.Sri Sai Manasa as Company Secretary and Compliance Officer with effect from i.e., 01st November, Qualification: M.B.A, AssociateCompany Secretary, He Has been associated with Sagar Group since 2020. Currently, she is working as Assistant Company Secretary in Sagarsoft (India) Limited 2023. Tillkännagivande • Oct 25
Sagarsoft (India) Limited to Report Q2, 2024 Results on Nov 01, 2023 Sagarsoft (India) Limited announced that they will report Q2, 2024 results on Nov 01, 2023 Reported Earnings • Jul 29
First quarter 2024 earnings released: EPS: ₹0.58 (vs ₹2.45 in 1Q 2023) First quarter 2024 results: EPS: ₹0.58 (down from ₹2.45 in 1Q 2023). Revenue: ₹328.2m (down 19% from 1Q 2023). Net income: ₹3.72m (down 76% from 1Q 2023). Profit margin: 1.1% (down from 3.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Jul 24
Sagarsoft (India) Limited to Report Q1, 2024 Results on Jul 28, 2023 Sagarsoft (India) Limited announced that they will report Q1, 2024 results on Jul 28, 2023 Tillkännagivande • Jul 06
Sagarsoft (India) Limited Approves Dividend for the Financial Year Ended March 31, 2023 Sagarsoft (India) Limited approved dividend of INR 2.00 per share (20%) on the equity shares of the company for the financial year ended March 31, 2023 at its annual general meeting held on July 5, 2023. Upcoming Dividend • Jun 20
Upcoming dividend of ₹2.00 per share at 1.4% yield Eligible shareholders must have bought the stock before 27 June 2023. Payment date: 04 August 2023. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%). Tillkännagivande • Jun 14
Sagarsoft (India) Limited, Annual General Meeting, Jul 05, 2023 Sagarsoft (India) Limited, Annual General Meeting, Jul 05, 2023, at 16:00 Indian Standard Time. Agenda: To receive, consider, approve and adopt the Audited Standalone Financial Statements of the Company for the financial year ended March 31, 2023, together with the Reports of the Directors' and the Auditors' thereon and to receive, consider, approve and adopt the Audited Consolidated Financial Statements of the Company for the financial year ended March 31, 2023, together with the Report of the Auditors' thereon; and to consider other matters. Reported Earnings • May 26
Full year 2023 earnings released: EPS: ₹11.93 (vs ₹12.45 in FY 2022) Full year 2023 results: EPS: ₹11.93 (down from ₹12.45 in FY 2022). Revenue: ₹1.67b (up 41% from FY 2022). Net income: ₹76.3m (down 4.1% from FY 2022). Profit margin: 4.6% (down from 6.8% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • May 17
Sagarsoft (India) Limited to Report Q4, 2023 Results on May 24, 2023 Sagarsoft (India) Limited announced that they will report Q4, 2023 results on May 24, 2023 Buying Opportunity • Apr 28
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 2.5%. The fair value is estimated to be ₹175, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 35%. Buying Opportunity • Apr 13
Now 20% undervalued Over the last 90 days, the stock is up 2.6%. The fair value is estimated to be ₹178, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 35%. Buying Opportunity • Feb 27
Now 21% undervalued Over the last 90 days, the stock is up 7.3%. The fair value is estimated to be ₹180, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 35%. Buying Opportunity • Feb 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 2.7%. The fair value is estimated to be ₹179, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last 3 years. Earnings per share has grown by 35%. Reported Earnings • Feb 07
Third quarter 2023 earnings released: EPS: ₹4.31 (vs ₹3.17 in 3Q 2022) Third quarter 2023 results: EPS: ₹4.31 (up from ₹3.17 in 3Q 2022). Revenue: ₹464.3m (up 24% from 3Q 2022). Net income: ₹27.6m (up 36% from 3Q 2022). Profit margin: 5.9% (up from 5.4% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Jan 31
Sagarsoft (India) Limited to Report Q3, 2023 Results on Feb 06, 2023 Sagarsoft (India) Limited announced that they will report Q3, 2023 results on Feb 06, 2023 Reported Earnings • Nov 05
Second quarter 2023 earnings released: EPS: ₹4.20 (vs ₹3.10 in 2Q 2022) Second quarter 2023 results: EPS: ₹4.20 (up from ₹3.10 in 2Q 2022). Revenue: ₹439.7m (up 36% from 2Q 2022). Net income: ₹26.9m (up 36% from 2Q 2022). Profit margin: 6.1% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth. Tillkännagivande • Oct 28
Sagarsoft (India) Limited to Report Q2, 2023 Results on Nov 04, 2022 Sagarsoft (India) Limited announced that they will report Q2, 2023 results on Nov 04, 2022 Reported Earnings • Sep 22
First quarter 2023 earnings released: EPS: ₹2.45 (vs ₹2.65 in 1Q 2022) First quarter 2023 results: EPS: ₹2.45. Revenue: ₹412.8m (up 267% from 1Q 2022). Net income: ₹15.7m (up 6.2% from 1Q 2022). Profit margin: 3.8% (down from 13% in 1Q 2022). The decrease in margin was driven by higher expenses. Tillkännagivande • Aug 13
Sagarsoft (India) Limited to Report Q1, 2023 Results on Sep 12, 2022 Sagarsoft (India) Limited announced that they will report Q1, 2023 results on Sep 12, 2022 Upcoming Dividend • Jun 03
Upcoming dividend of ₹3.00 per share Eligible shareholders must have bought the stock before 10 June 2022. Payment date: 20 July 2022. Payout ratio is a comfortable 22% but the company is paying out more than the cash it is generating. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.7%). Higher than average of industry peers (1.6%). Tillkännagivande • May 17
Sagarsoft (India) Limited Recommends Dividend for the Year Ended March 31, 2022 Sagarsoft (India) Limited announced the has recommended a dividend of INR 3.00 per equity share of INR 10 each (i.e.30%) on the 6,392,238 equity shares of the company for the year ended March 31, 2022. Valuation Update With 7 Day Price Move • May 11
Investor sentiment deteriorated over the past week After last week's 18% share price decline to ₹154, the stock trades at a trailing P/E ratio of 14.3x. Average trailing P/E is 27x in the Software industry in India. Total returns to shareholders of 92% over the past three years. Tillkännagivande • May 10
Sagarsoft (India) Limited to Report Q4, 2022 Results on May 16, 2022 Sagarsoft (India) Limited announced that they will report Q4, 2022 results on May 16, 2022 Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Keerthi Anantha was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improved over the past week After last week's 23% share price gain to ₹209, the stock trades at a trailing P/E ratio of 19.4x. Average trailing P/E is 35x in the Software industry in India. Total returns to shareholders of 129% over the past three years. Board Change • Feb 11
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Director Keerthi Anantha was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹3.17 (up from ₹2.48 in 3Q 2021). Revenue: ₹378.7m (up 254% from 3Q 2021). Net income: ₹20.3m (up 47% from 3Q 2021). Profit margin: 5.4% (down from 13% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings. Tillkännagivande • Feb 05
Sagarsoft (India) Limited Announces the Resignation of Katta Ganesh as Independent Director Sagarsoft (India) Limited announced that Shri Katta Ganesh has vide his letter dated February 4, 2022 tendered his resignation as an Independent Director of the company with immediate effect by virtue of an amendment in Regulation 16(1)(b) of Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Board Change • Dec 31
High number of new directors Non-Executive Director Kondrella Roopesh was the last director to join the board, commencing their role in 2021. Valuation Update With 7 Day Price Move • Dec 10
Investor sentiment improved over the past week After last week's 30% share price gain to ₹208, the stock trades at a trailing P/E ratio of 21.3x. Average trailing P/E is 28x in the Software industry in India. Total returns to shareholders of 176% over the past three years. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS ₹3.10 (vs ₹2.56 in 2Q 2021) The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2022 results: Revenue: ₹325.9m (up 226% from 2Q 2021). Net income: ₹19.8m (up 40% from 2Q 2021). Profit margin: 6.1% (down from 14% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improved over the past week After last week's 17% share price gain to ₹215, the stock trades at a trailing P/E ratio of 24.2x. Average trailing P/E is 29x in the Software industry in India. Total returns to shareholders of 151% over the past three years. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment deteriorated over the past week After last week's 16% share price decline to ₹214, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 27x in the Software industry in India. Total returns to shareholders of 122% over the past three years. Reported Earnings • Jul 27
First quarter 2022 earnings released: EPS ₹2.65 (vs ₹2.31 in 1Q 2021) The company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2022 results: Revenue: ₹116.0m (up 21% from 1Q 2021). Net income: ₹14.8m (up 15% from 1Q 2021). Profit margin: 13% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 34% per year, which means it is well ahead of earnings. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment improved over the past week After last week's 17% share price gain to ₹275, the stock trades at a trailing P/E ratio of 27.9x. Average trailing P/E is 33x in the Software industry in India. Total returns to shareholders of 99% over the past three years. Upcoming Dividend • Jun 23
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 06 August 2021. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (2.1%). Valuation Update With 7 Day Price Move • Jun 12
Investor sentiment improved over the past week After last week's 28% share price gain to ₹261, the stock trades at a trailing P/E ratio of 26.5x. Average trailing P/E is 23x in the Software industry in India. Total returns to shareholders of 65% over the past three years. Valuation Update With 7 Day Price Move • May 24
Investor sentiment improved over the past week After last week's 77% share price gain to ₹191, the stock trades at a trailing P/E ratio of 19.5x. Average trailing P/E is 18x in the Software industry in India. Total returns to shareholders of 31% over the past three years. Reported Earnings • May 19
Full year 2021 earnings released: EPS ₹9.83 (vs ₹4.10 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹418.7m (up 14% from FY 2020). Net income: ₹53.5m (up 129% from FY 2020). Profit margin: 13% (up from 6.4% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • May 07
Investor sentiment improved over the past week After last week's 18% share price gain to ₹96.45, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 18x in the Software industry in India. Total returns to shareholders of 2.5% over the past three years. Is New 90 Day High Low • Mar 15
New 90-day low: ₹77.40 The company is down 8.0% from a price of ₹83.70 on 15 December 2020. Underperformed the Indian market, which is up 14% over the last 90 days. Lagged the Software industry, which is up 23% over the same period. Reported Earnings • Jan 20
Third quarter 2021 earnings released: EPS ₹2.48 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹107.1m (up 20% from 3Q 2020). Net income: ₹13.8m (up 372% from 3Q 2020). Profit margin: 13% (up from 3.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Tillkännagivande • Jan 08
Sagarsoft (India) Limited to Report Q3, 2021 Results on Jan 18, 2021 Sagarsoft (India) Limited announced that they will report Q3, 2021 results on Jan 18, 2021 Is New 90 Day High Low • Jan 05
New 90-day high: ₹95.55 The company is up 21% from its price of ₹78.70 on 07 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Software industry, which is up 29% over the same period. Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improved over the past week After last week's 17% share price gain to ₹90.70, the stock is trading at a trailing P/E ratio of 15.5x, up from the previous P/E ratio of 13.2x. This compares to an average P/E of 15x in the Software industry in India. Total returns to shareholders over the past three years are 21%. Is New 90 Day High Low • Dec 15
New 90-day high: ₹83.70 The company is up 58% from its price of ₹52.85 on 16 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 27% over the same period. Reported Earnings • Oct 21
First half earnings released Over the last 12 months the company has reported total profits of ₹33.4m, down 29% from the prior year. Total revenue was ₹370.8m over the last 12 months, down 6.4% from the prior year. Tillkännagivande • Oct 11
Sagarsoft (India) Limited to Report Q2, 2021 Results on Oct 19, 2020 Sagarsoft (India) Limited announced that they will report Q2, 2021 results on Oct 19, 2020 Is New 90 Day High Low • Sep 25
New 90-day high: ₹65.60 The company is up 56% from its price of ₹41.95 on 26 June 2020. The Indian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 37% over the same period. Tillkännagivande • Jul 23
Sagarsoft (India) Limited to Report Q1, 2021 Results on Jul 30, 2020 Sagarsoft (India) Limited announced that they will report Q1, 2021 results on Jul 30, 2020