Slide 1: Sasken Technologies Investor Presentation Q2 FY 2025-26
SASKEN TECHNOLOGIES LTD. I N V E S TO R P R E S E N TAT I O N Q2 FY 2025-26 © 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: Quarterly Performance
QUARTERLY PERFORMANCE Q2 FY 2025-26 © Sasken Technologies Ltd.
Slide 4: Message from the Management
MESSAGE FROM THE MANAGEMENT Our Q2 performance reflects the continued resilience of Sasken’s business model and our commitment to building long-term value. Despite a soft quarter sequentially, we delivered strong year-on-year growth, improved operating margins, and healthy profitability. This reflec
Slide 5: Message from the Management
MESSAGE FROM THE MANAGEMENT Our financial performance this quarter reflects steady progress toward building a sustained growth trajectory. While some pursuits may take longer to translate into outcomes, we continue to proactively address margin softness through effective cost and delivery management
Slide 6: Message from the Management
MESSAGE FROM THE MANAGEMENT Our ODM business continues to be a key pillar of Sasken’s growth strategy. With new design programs underway and a sharper focus on innovation and execution excellence, we see strong potential for renewed growth and value creation in the coming quarters. Hareesh Ramanna C
Slide 7: Business Highlights
BUSINESS HIGHLIGHTS Scaling with Strategic Bets & Engineering Excellence STRONG MOMENTUM CONTINUES STRATEGIC INVESTMENTS RISING ORDER BOOK AND UNDER 60×4×3 EXPANDING MARKET RELEVANCE DIVERSIFIED CLIENT BASE Sequential growth sustained for seven • Borqs acquisition enhances Strong pipeline across aut
Slide 8: Quarter at a Glance Q2 FY26
QUARTER AT A GLANCE Q2 FY26 ₹2,555 M ₹150 M ₹58 M ₹105 M Revenue EBITDA EBIT PAT $28.5 M 5.9% 9.8% 81.8% Orders booked EBITDA margin Attrition rate Utilization All data unless specified is on a consolidated basis © Sasken Technologies Ltd.
Slide 9: Financial Performance Snapshot – Q2 FY26
FINANCIAL PERFORMANCE SNAPSHOT – Q2 FY26 CONSOLIDATED REVENUES (₹M) CONSOLIDATED EBIT (₹M) ₹2,555 M ₹2,735 M ₹1,350 M 2.3% 2.0% 0.7% 677 968 QoQ Growth: (6.6)% 58 QoQ Growth: 5.3% 1,878 55 1,767 YoY Growth: 89.2% YoY Growth: 537.0% 1,350 9 Q2 FY26 Q1 FY26 Q2 FY25 Q2 FY26 Q1 FY26 Q2 FY25 Software ser
Slide 10: Key Revenue Breakdowns
KEY REVENUE BREAKDOWNS REVENUE MIX BY DELIVERY (₹ Mn) REVENUE MIX BY PROJECT TYPE (₹ Mn) Q2 FY26 1,010 1,545 Q2 FY26 1,468 410 677 Q1 FY26 1,331 1,404 Q1 FY26 1,425 342 968 Q2 FY25 294 1,056 Q2 FY25 1,124 226 Onsite* Offshore Time and Material Fixed Price Product Solutions REVENUE MIX BY GEOGRAPHY (
Slide 11: Order Book Summary
ORDER BOOK SUMMARY TOTAL CONTRACT VALUE1 ($M) TOTAL CONTRACT VALUE - NEW ($M) 28.5 20.2 51.7 27.4 11.5 7.2 Q2 FY26 Q1 FY26 Q2 FY25 Q2 FY26 Q1 FY26 Q2 FY25 ANNUAL CONTRACT VALUE ($M) ORDER BOOK MIX ($M) Q2 FY26 12.0 7.7 19.7 Q2 FY26 16.8 11.7 Q1 FY26 22.4 23.9 46.3 Q1 FY26 15.3 36.5 Q2 FY25 5.1 3.4 8
Slide 12: Major Order Wins
MAJOR ORDER WINS Secured a strategic engagement with a leading Tier-1 automotive supplier to develop a next-gen QNX-based cockpit platform for enhanced safety and performance, moving beyond traditional Android OS capabilities. Strategic engagement with a leading autonomous mobility company to develo
Slide 13: People and Process Updates
PEOPLE AND PROCESS UPDATES At the end of the quarter (Q2-FY26), Sasken group’s headcount was 2274 (c.3.6% growth QoQ). Sasken was recognized by Avtar & Seramount as one of the Best Companies for Women for the third consecutive year, reaffirming its commitment to gender equity and inclusive workplace
Slide 14: 60x4x3 Strategy & the Roadmap
60x4x3 STRATEGY & THE ROADMAP Q2 FY 2025-26 © Sasken Technologies Ltd.
Slide 15: 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 16: Tracking 60x4x3 Progress
TRACKING 60×4×3 PROGRESS CUSTOMER BREAK-UP BY LTM SALES CLIENT CONCENTRATION (%) Q2 FY26 56 18 7 81 Q2 FY26 50 65 Q1 FY26 57 16 6 79 Q1 FY26 52 68 Q2 FY25 49 16 1 66 Q2 FY25 33 54 < $1M $1M - $4M $4M+ Top 5 client contribution to revenues Top 10 client contribution to revenues • Sasken has recently
Slide 17: Looking Ahead
LOOKING AHEAD Accelerating Strategic Growth in a Tech-First World As Sasken advances toward the chip-to-cognition future, the company remains committed to its 60×4×3 strategy, deepening relationships with marquee clients and leveraging its expertise in embedded software to power the silicon-to-softw
Slide 18: Financials
FINANCIALS Q2 FY 2025-26 © Sasken Technologies Ltd.
Slide 19: Income Statement Summary Consolidated (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED (QUARTERLY) (₹M) Growth over Particulars Q2 FY26 % Q1 FY26 % Q2 FY25 % Q1 Q2 FY26 FY25 Revenue from Operations 2,554.88 100.0% 2,735.31 100.0% 1,350.29 100.0% -6.6% 89.2% Cost of Revenue 2,033.44 79.6% 2,233.92 81.7% 939.21 69.5% 9.0% -116.5% Gross Profit 521.44
Slide 20: Income Statement Summary Consolidated (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED (YTD) (₹M) Growth over Particulars H1 FY26 % H1 FY25 % H1 FY25 Revenue from Operations 5,290.19 100.0% 2,583.87 100.0% 104.7% Cost of Revenue 4,267.36 80.7% 1,795.61 69.5% -137.7% Gross Profit 1,022.83 19.3% 788.26 30.5% 29.8% SG&A 726.39 13.7% 690.87 26.7% -5.1
Slide 21: Income Statement Summary Consolidated Nature Wise (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (QUARTERLY) (₹M) Growth over Particulars Q2 FY26 % Q1 FY26 % Q2 FY25 % Q1 FY26 Q2 FY25 Revenue from Operations 2,554.88 100.0% 2,735.31 100.0% 1,350.29 100.0% -6.6% 89.2% Other Income 97.13 3.8% 76.04 2.8% 192.10 14.2% 27.7% -49.4% Total Revenue 2,65
Slide 22: Income Statement Summary Consolidated Nature Wise (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (YTD) (₹M) Growth Particulars H1 FY26 % H1 FY25 % H1 FY25 Revenue from Operations 5,290.19 100.0% 2,583.87 100.0% 104.7% Other Income 173.18 3.3% 366.55 14.2% -52.8% Total Revenue 5,463.37 103.3% 2,950.42 114.2% 85.2% Cost of material consumed 1,234.
Slide 23: Balance Sheet Summary Consolidated
BALANCE SHEET SUMMARY CONSOLIDATED (₹M) Particulars Sept 30, 2025 June 30, 2025 March 31, 2025 Assets Property and Equipment 489.39 423.72 358.52 Intangible assets (including ROU, Goodwill) 3,003.68 2,963.97 410.74 Investments 3,054.01 3,161.71 5,914.09 Inventories 189.74 238.86 - Trade receivables
Slide 24: Key Metrics
KEY METRICS Employee Metrics Q2 FY 26 Q1 FY 26 Q2 FY 25 Total Employees (Consolidated) 2,274 2,196 1,707 Engineering 1,994 1,920 1,477 Corporate 280 276 230 Hiring Metrics Gross Adds 199 118 158 Net Adds 78 28 85 Attrition Attrition % Annualized (Based on Voluntary attrition only) 9.8% 7.7% 9.8% Att
Slide 25: People, ESG & Awards
PEOPLE, ESG & AWARDS Q2 FY 2025-26 © Sasken Technologies Ltd.
Slide 26: Participation in Global Events
PARTICIPATION IN GLOBAL EVENTS July 2025 Following our Bangalore success, we hosted 75+ customers in Chennai Ken TechFest, highlighting Sasken’s product and digital engineering strengths. © Sasken Technologies Ltd.
Slide 27: Awards in Q2 FY26
AWARDS IN Q2 FY26 2025 Avtar and Karnataka Best Seramount Employer Brand Best Companies for Awards 2025 Women in India (IT) iNFHRA Diamond Award iNFHRA Platinum Award for for Leader of the Year - Manager of the Year - ESG 2025-26 Sustainability 2025-26 © Sasken Technologies Ltd.
Slide 28: 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 29: Snapshot of Our ESG Achievements
SNAPSHOT OF OUR ESG ACHIEVEMENTS 86% 100% 100% 6100 KL 1756 KL 8100 KL reduction in GHG power of all of waste-water Water positive of rainwater emissions versus 2018/19 replenished by light fittings recycled in Corporate harvested ENVIRONMENT sustainable in LED campus energy 0 13,089 1055 wage dispu
Slide 30: About Sasken
ABOUT SASKEN © Sasken Technologies Ltd.
Slide 31: Sasken at a Glance
SASKEN AT A GLANCE 36+ Years 90+ 200+ 30+ Million Devices 2274 in Product Engineering Clients that include Fortune Patents shipped in Global & Digital Services 500 Companies (Granted) 15+ countries headcount Listed on Delivery & Sales Innovation Centre Global CSAT BSE/NSE Centres of avg : Finland Fo
Slide 32: Key Offerings
KEY OFFERINGS Product Digital ASIC Design Cyber Engineering Transformation Services Security Semiconductor Communication SatCom Automotive & Industrials Enterprise Transportation & Devices Off-Highway Grade Devices © Sasken Technologies Ltd.
Slide 33: Our Global Presence & Compliance
OUR GLOBAL PRESENCE & COMPLIANCE Serving Clients across 5 Continents (23 Countries) FINLAND Centres of Excellence Kaustinen | Tampere GERMANY JAPAN USA CHINA Tokyo | Nagoya | Sunnyvale, CA Beijing Yokohama HONGKONG INDIA INDIA FINLAND Bangalore Customer Proximity Chennai SINGAPORE Centers/Sales Offi
Slide 34: Thank You
THANK YOU © Sasken Technologies Ltd.