Saksoft Limited — PPTs, 11-11-2024: Investor Presentation

**Financial Highlights:** For Q2 of FY25, Saksoft reported operating income of INR 2,152.90 Mn, up 13.1% year-over-year, with operating EBITDA of INR 367.67 Mn, reflecting a margin of 17.08%. Net profit reached INR 261.62 Mn, translating to a PAT margin of 12.15%. For the first half, revenues were INR 4,162.96 Mn, 11.3% higher than the previous year, with a PAT of INR 517.49 Mn and a marginal decline in PAT margin to 12.43%.

**Strategic Initiatives and Growth Drivers:** The recent acquisition of Ceptes Software enhances service capability in Salesforce, promoting future revenue growth. The company's focus on domain-specific solutions positions it as a key digital partner for clients, particularly in core verticals driving consistent revenue streams.

**Business Developments:** The number of clients contributing over USD 1 million in revenue rose from 15 to 17, buoyed by the acquisition of Augmento. The issuance of bonus shares, coupled with an interim dividend of 40%, reflects confidence in sustaining growth.

**Market Position and Competitive Advantage:** With 59% of revenue derived from its top 10 clients and a diverse industry presence, Saksoft maintains a strong market position. The company's vertical specialization allows for tailored solutions, enhancing customer retention and satisfaction.

**Investor Implications:** The increase in client spending, combined with strategic acquisitions, underpins a positive outlook for Saksoft. Investors should consider the potential for growth driven by digital transformation across targeted industries and sustainable revenue visibility from established contracts.