Saksoft Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Saksoft reported strong Q1 FY26, with revenue up 24% YoY to INR 249 Cr and PAT up 26% to INR 32 Cr. EBITDA margin stood at 18.4%. The company is repositioning as an AI-led product engineering firm, focusing on growing existing client relationships and adding selective new logos. They successfully scaled a client to $1 million and added a new $0.5 million client. While AI's direct revenue traction has been "disappointing" so far, it significantly boosts productivity. FY26 EBITDA margin is guided at 16.5-17.5% due to forex and increments. Saksoft remains committed to its $500M by 2030 target, emphasizing market adaptability.