Is Saksoft’s Digital Strategy Translating Into Durable Margin Gains?
About Saksoft
Saksoft provides IT, analytics and cloud-integration services to BFSI, logistics and telecom clients. Its focus is digital transformation and analytics solutions for global enterprises.
Q2 recorded QoQ revenue growth with margin expansion due to better utilisation and pricing.
Financial Highlights (Q2 FY26 QoQ)
| Metric | Q2 FY26 | QoQ |
|---|---|---|
| Revenue | ₹258 Cr | ↑ 3.6% |
| EBIT | ₹47.3 Cr | ↑ 11% |
| EBIT Margin | 18.3% | ↑ 1.2 pps |
| Net Profit | ₹35.6 Cr | ↑ 10% |
Revenue ₹258 Cr — driven by new analytics wins; EBIT ₹47.3 Cr — utilisation gains; Net Profit ₹35.6 Cr — consistent earnings conversion. For tactical timing in IT names, see the Nifty Option Trade note from Indian-Share-Tips.com.
Peer Comparison
| Company | Focus | EBIT Margin |
|---|---|---|
| Saksoft | Digital Analytics | 18.3% |
| Affle India | AdTech | 17% |
| Latent View | Data Analytics | 21% |
Peer table shows Saksoft in the healthy mid-margin band for analytics firms.
Strengths & Weaknesses
Strengths
|
Weaknesses
|
Operational strengths are balanced by execution risks around talent and currency.
Opportunities & Threats
|
|
Valuation stance: steady earnings visibility supports a constructive medium-term view; tactical entries may use derivatives cues.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, believes Saksoft’s digital focus and improving margins provide durable earnings visibility; see more at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions.
