#satechsoftware - Twitter Hashtag

about 1 year ago

#SME #SATECH #SATECHSOFTWARE SA Tech Software FY25 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️Targeting revenue growth of ~35% for FY26 ▫️EBITDA margins are expected to improve ~15% from ~13 % in FY25 ▫️Revenue mix Projected to shift to 60% from Global Capability Centers (GCC) and 40% from India-based operations ▫️The reported drop in GCC revenue was due to a mistake in the segment report, which has been rectified and filed with the stock exchange ▫️The company is moving to quarterly results reporting, for more frequent updates 👉Projects and Pipeline: ▫️Current projects: Two active GCC centers, with a third in progress ▫️The Build-Operate-Transfer (BOT) model for GCCs is gaining traction, with seamless hiring, compliance, and infrastructure setup ▫️Pipeline: 💠 Asset Leasing Platform: Launch of India’s first AI-enabled IT asset leasing platform, aimed at redefining infrastructure lifecycle management. This platform targets the growing IT leasing market in India 💠Canada Subsidiary: Board approval secured for a new subsidiary in Canada to support North American expansion 💠GCC Pipeline: Three new GCCs are in the pipeline for FY 2026, with agreements signed and team-building underway. Operations for these centers are expected to start around June/July'25 👉 Others : ▫️ Claims that their “HonestAI” product offers a B2B, rapid-delivery (4-6 weeks) AI solution, differentiating SA Tech from traditional IT services companies ▫️Long-term borrowings reduced significantly post-IPO, with only a car loan remaining. Short-term borrowings increased due to working capital needs (45-60 day cycle, with some delays being addressed) ▫️Sales team expansion in London (two sales people onboarded) and plans for the Middle East to capture demand in Europe and GCC-focused markets. Strong inquiries from Europe and Middle East, with no slowdown in GCC demand ▫️Inorganic Growth: Exploring acquisitions in the technology sector, but no specific targets currently in the pipeline ▫️No immediate plans for debt or equity fundraising, as cash flow is sufficient

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