Sasken Technologies Ltd · NSE:SASKEN
Sasken Technologies — Q2 FY2027 Earnings Presentation
35 slides from Sasken Technologies's earnings presentation, October 2026
Slide 1: Sasken Technologies Investor Presentation Q2 FY2026-27
SASKEN TECHNOLOGIES LTD. I N V E S TO R P R E S E N TAT I O N Q2 FY2026-27 1 © Sasken Technologies Ltd.
Slide 2: Safe Harbor Clause
SAFE HARBOR CLAUSE Certain statements in this release concerning our future growth prospects are forward-looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements due to risks or uncertain
Slide 3: Performance Highlights
PERFORMANCE HIGHLIGHTS Q2 FY2026-27 3 © Sasken Technologies Ltd.
Slide 4: Message from the Management
MESSAGE FROM THE MANAGEMENT “Q2 performance reflects steady progress in the direction we have set for Sasken. We are deepening customer relationships, taking on greater engineering ownership and building capabilities that are increasingly relevant to our customers’ product roadmaps. Our Chip-to-Cogn
Slide 5: Message from the Management
MESSAGE FROM THE MANAGEMENT “Q2 marked a meaningful step-up in profitability. EBITDA margin expanded to 12.9% and EBIT margin to 8.9%, supported by 34% year-on-year growth in Software Services, better utilisation and cost discipline, even as Product Solutions moderated on memory-supply constraints.
Slide 6: Message from the Management
MESSAGE FROM THE MANAGEMENT “FY27 has begun with encouraging momentum across our ODM and Software Services businesses. We are deepening relationships in the US, expanding our smart-device pipeline, and taking on greater product ownership in strategic programs. At the same time, investments in POS, a
Slide 7: Business Highlights
BUSINESS HIGHLIGHTS Scaling with Strategic Bets & Engineering Excellence MEANINGFUL MARGIN SOFTWARE SERVICES LED 60×4×3 STRATEGY EXPANSION GROWTH EXECUTION EBITDA grew to ₹413M with margin Revenue of ₹3,210M, up 25.6% Active client base expanded to at 12.9%, up 328 bps QoQ, and EBIT YoY. Software Se
Slide 8: Quarter at a Glance Q2 FY27
QUARTER AT A GLANCE Q2 FY27 ₹3,210 M ₹413 M ₹285 M ₹256 M Revenue EBITDA EBIT PAT $47.3 M 12.9% 9.3% 85.9% Orders booked EBITDA margin LTM Attrition Utilization All data unless specified is on a consolidated basis 8
Slide 9: Half Year at a Glance H1 FY27
HALF YEAR AT A GLANCE H1 FY27 ₹6,602 M ₹738 M ₹502 M ₹491 M Revenue EBITDA EBIT PAT $94.4 M 11.2% 9.3% 85.5% Orders booked EBITDA margin LTM Attrition Utilization All data unless specified is on a consolidated basis 9
Slide 10: Financial Performance Snapshot – Q2 FY27
FINANCIAL PERFORMANCE SNAPSHOT – Q2 FY27 CONSOLIDATED REVENUES (₹M) CONSOLIDATED EBIT (₹M) ₹3,210 M ₹3,392 M ₹2,555 M 8.9% 6.4% 2.3% 285 694 1,197 677 QoQ Growth: (5.4)% 217 QoQ Growth: 31.2% 2,516 YoY Growth: 25.6% YoY Growth: 394.3% 2,195 1,878 58 Q2 FY27 Q1 FY27 Q2 FY26 Q2 FY27 Q1 FY27 Q2 FY26 So
Slide 11: Key Revenue Breakdowns
KEY REVENUE BREAKDOWNS REVENUE MIX BY DELIVERY (₹M) REVENUE MIX BY PROJECT TYPE (₹M) Q2 FY27 1,094 2,116 Q2 FY27 1,878 638 694 Q1 FY27 1,572 1,820 Q1 FY27 1,747 448 1,197 Q2 FY26 1,010 1,545 Q2 FY26 1,468 410 677 Onsite* Offshore Time and Material Fixed Price Product Solutions *Onsite includes US, E
Slide 12: Segmental Results
SEGMENTAL RESULTS REVENUE SPLIT BY SEGMENT (₹M) GROSS PROFIT BY SEGMENT (₹M) Q2 FY27 2,516 694 Q2 FY27 810 49 Q1 FY27 2,195 1,197 Q1 FY27 673 71 Q2 FY26 1,878 677 Q2 FY26 -5 527 Software services Product solutions Software services Product solutions Revenue growth by segment QoQ Growth YoY Growth Gr
Slide 13: Orders Booked in the Quarter
ORDERS BOOKED IN THE QUARTER TOTAL CONTRACT VALUE1 ($M) TOTAL CONTRACT VALUE - NEW ($M) 47.3 24.8 47.1 33.7 28.5 20.2 Q2 FY27 Q1 FY27 Q2 FY26 Q2 FY27 Q1 FY27 Q2 FY26 ANNUAL CONTRACT VALUE ($M) ORDERS BOOKED MIX ($M) Q2 FY27 13.2 20.9 34.1 Q2 FY27 32.4 14.9 Q1 FY27 23.6 16.9 40.5 Q1 FY27 38.2 8.9 Q2
Slide 14: Major Order Wins
MAJOR ORDER WINS A multi-year, multi-million-dollar mega engineering engagement with a leading European automotive group to support next-generation telematics development, integration, validation and commercialisation A multi-skilled engineering engagement with a leading Indian EV company across app
Slide 15: Operational Readiness & People Highlights
OPERATIONAL READINESS & PEOPLE HIGHLIGHTS Scaling with discipline: strengthening execution readiness and talent 2,844 Global headcount 9.3% LTM Attrition 8.0% Annualized attrition 225 Recognition ↑ 7.0% vs Q1 FY27 Improved from 9.8% Workforce stability Top performers recognized; in Q1 sustained 664
Slide 16: 60x4x3 Strategy & the Roadmap
60x4x3 STRATEGY & THE ROADMAP Q2 FY 2026-27 16 © Sasken Technologies Ltd.
Slide 17: Our Strategy to Accelerate Growth
OUR STRATEGY TO ACCELERATE GROWTH 60 Marquee 60 Empower regional teams for culture Accounts sensitive local decision-making Anchor culture of execution, accountability and empowerment at least $4 M x4 Drive innovation and deliver per account exceptional value to customers Reinforce World-Class, Tech
Slide 18: Tracking 60×4×3 Progress
TRACKING 60×4×3 PROGRESS CUSTOMER BREAK-UP BY LTM SALES CLIENT CONCENTRATION (%) Q2 FY27 77 18 6 101 Q2 FY27 49 63 Q1 FY27 69 18 6 93 Q1 FY27 56 69 Q2 FY26 56 18 7 81 Q2 FY26 50 65 < $1M $1M - $4M $4M+ Top 5 client contribution to revenues Top 10 client contribution to revenues • Active customer bas
Slide 19: Financials
FINANCIALS Q2 FY 2026-27 H1 FY 2026-27 19 © Sasken Technologies Ltd.
Slide 20: Income Statement Summary Consolidated (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED (QUARTERLY) (₹M) Growth over Particulars Q2 FY27 % Q1 FY27 % Q2 FY26 % Q1 FY27 Q2 FY26 Revenue from Operations 3,209.51 100.0% 3,392.39 100.0% 2,554.88 100.0% -5.4% 25.6% Cost of Revenue 2,350.93 73.2% 2,648.65 78.1% 2,033.44 79.6% -11.2% 15.6% Gross Profit 858.
Slide 21: Income Statement Summary Consolidated (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED (YTD) (₹M) Growth over Particulars H1 FY 27 % H1 FY 26 % H1 FY 26 Revenue from Operations 6,601.90 100.0% 5,290.19 100.0% 24.8% Cost of Revenue 4,999.58 75.7% 4,267.37 80.7% 17.2% Gross Profit 1,602.32 24.3% 1,022.82 19.3% 56.7% SG&A 864.75 13.1% 726.41 13.7% 19
Slide 22: Income Statement Summary Nature Wise (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (QUARTERLY) (₹M) Growth over Particulars Q2 FY27 % Q1 FY27 % Q2 FY26 % Q1 FY27 Q2 FY26 Revenue from Operations 3,209.51 100.0% 3,392.39 100.0% 2,554.88 100.0% -5.4% 25.6% Other Income 92.86 2.9% 93.06 2.7% 97.13 3.8% -0.2% -4.4% Total Revenue 3,302.3
Slide 23: Income Statement Summary Nature Wise (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (YTD) (₹M) Growth over Particulars H1 FY 27 % H1 FY 26 % H1 FY 26 Revenue from Operations 6,601.90 100.0% 5,290.19 100.0% 24.8% Other Income 185.92 2.8% 173.18 3.3% 7.4% Total Revenue 6,787.82 102.8% 5,463.37 103.3% 24.2% Cost of material consumed 1,
Slide 24: Balance Sheet Summary Consolidated
BALANCE SHEET SUMMARY CONSOLIDATED (₹M) Particulars September 30, 2026 June 30, 2026 March 31, 2026 Assets Property and Equipment 488.80 461.41 439.16 Intangible assets (including ROU, Goodwill) 3,066.56 3,131.31 3,092.46 Investments 2,820.20 2,849.68 2,770.91 Inventories 944.82 653.84 353.07 Trade
Slide 25: Key Metrics
KEY METRICS Particulars Q2 FY 27 Q1 FY 27 Q2 FY 26 Total Employees (Consolidated) 2,844 2,658 2,274 Engineering 2,568 2,395 1,994 Corporate 276 263 280 Hiring Metrics Gross Adds 297 340 199 Net Adds 186 212 69 Attrition Attrition % Annualized (Based on Voluntary attrition only) 8.0% 11.4% 9.8% Attri
Slide 26: People, ESG & Awards
PEOPLE, ESG & AWARDS Q2 FY 2026-27 26 © Sasken Technologies Ltd.
Slide 27: Participation in Industry Events
PARTICIPATION IN INDUSTRY EVENTS Rajeev Ved Sasken at the represented Sasken Gen AI Summit & at the Awards 2026 symposium on organized by AI Beyond UBS forum The Model, PES University Times of World CSR India Social summit Impact Bangalore By Summit one world one 2026 family mission 27
Slide 28: Awards
AWARDS Global Benchmark: Viksit Bharat CSR Level B – Sustained Leadership Award Growth in GWFM 2026 Maturity Model Avtar & Seramount Avtar & Seramount Best Companies for ‘Best Company for Women in India 2026 ESG’ (BCESG) 2026 CMMI V3.0 Maturity Certificate Of Honor Level 3 for ‘Gender Equity & Inclu
Slide 29: Our Commitment to Society (ESG)
OUR COMMITMENT TO SOCIETY (ESG) ENVIRONMENT SOCIAL GOVERNANCE • Environmental Goals • Social Goals • Governance Goal • Water Impact • Diversity & Inclusion • Sustainability Governance • Energy Management • Human Rights • Sustainability Governance Strategy • Greenhouse Gas Emission • Women Empowermen
Slide 30: Snapshot of Our ESG Achievements
SNAPSHOT OF OUR ESG ACHIEVEMENTS BCIC Sustainability Samagra Award for Award for Best Environmental Sustainability Sustainability & Practices On Climate Action Climate Action ENVIRONMENT iNFHRA Diamond Award iNFHRA Diamond iNFHRA Platinum for Environmental Impact Award for Leadership Award for Leade
Slide 31: About Sasken
ABOUT SASKEN 31 © Sasken Technologies Ltd.
Slide 32: Sasken at a Glance
SASKEN AT A GLANCE 37+ Years 100+ 200+ 32+ Million 2844 in Product Clients that include Patents Global Engineering & Fortune 500 Companies (Granted) Devices headcount Digital Services shipped in 15+ countries Listed on Delivery & CSAT Innovation Global BSE/NSE Sales Centers of avg : Centre Finland F
Slide 33: Key Offerings
KEY OFFERINGS Product Digital ASIC Design Cyber Engineering Engineering Services Security Semiconductor Communication SatCom Automotive & Industrials Enterprise Transportation & Devices Off-Highway Grade Devices 33
Slide 34: Our Global Presence & Compliance
OUR GLOBAL PRESENCE & COMPLIANCE Serving Clients across Centres of Excellence 5 Continents (23 Countries) FINLAND Kaustinen | Tampere GERMANY JAPAN USA Essen CHINA Yokohama Sunnyvale, CA Beijing HONGKONG INDIA FINLAND INDIA* Ahmedabad Customer Proximity Bangalore SINGAPORE Centers/Sales Offices Hyde
Slide 35: Thank You
THANK YOU 35 © Sasken Technologies Ltd.
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