SAKSOFT
Saksoft Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SAKSOFT
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹169 today
BEAR
₹113
-33%
17.3% a year · 9.6x exit
BASE
₹198
+17%
30% a year · 15.2x exit
BULL
₹283
+67%
40.8% a year · 20x exit
Where the market has priced it
3x17x today30x
- the guided figure reached earnings through a low-confidence bridge
- this company's own median multiple sits 30% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹10.05 (screener) |
|---|---|
| Guided growth | 30% a year, said on the call of 02-Jun-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — low confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 9.61x / 15.15x / 20x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 21.77x across 22 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from a third-party research digest · not our own extraction
implied earnings growth 30%
Vision 2030 target of $500 million revenue by 2030; aiming for 30% growth in FY27 (but acknowledging 14-15% as achievable); 95-98% growth from existing clients; EBITDA margins expected to remain at 18-20%.
Call 02-Jun-2026 · bridge confidence low · transcript PDF