S A Tech Software India Limited — Investor Meet, 24-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SA Tech's H1 FY26 revenue was flat at 49.61 Cr, with profits impacted by heavy investment in sales, marketing, AI, and US/UK expansion, reflected in 13% higher employee costs. A 12.5 Cr capex led to increased non-current liabilities. Management expects a strong H2 turnaround, targeting 7-8% EBITDA for FY26 and 200 Cr revenue by FY27. AI adoption is boosting productivity 20-30%. The Mindpool merger is awaiting a new valuation report due to regulatory changes. Operating cash flow is projected positive in H2. Strategic focus on high-margin AI projects and GCCs.