Sasken Technologies Ltd · NSE:SASKEN
Sasken Technologies — Q3 FY2026 Earnings Presentation
34 slides from Sasken Technologies's earnings presentation
Slide 1: Sasken Technologies Investor Presentation Q3 FY 2025-26
SASKEN TECHNOLOGIES LTD. I N V E S TO R P R E S E N TAT I O N Q3 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 Q3 FY 2025-26 © Sasken Technologies Ltd.
Slide 4: Message from the Management
MESSAGE FROM THE MANAGEMENT Q3 reflects Sasken’s ability to scale with discipline. Strong year-on-year revenue growth, expanding EBITDA margins, and consistent services momentum demonstrate the resilience of our strategy. With execution stabilized across the portfolio and investments continuing in p
Slide 5: 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 6: Business Highlights
BUSINESS HIGHLIGHTS Scaling with Strategic Bets & Engineering Excellence STRONG REVENUE MOMENTUM STRONG PROFITABILITY RECORD ORDER BOOK WITH SIGNIFICANT GROWTH IMPROVEMENT EXPANSION Sequential revenue growth delivered • EBITDA improved substantially with Order bookings increased to $57.1M, with a ro
Slide 7: Quarter at a Glance Q3 FY26
QUARTER AT A GLANCE Q3 FY26 ₹2,501 M ₹256 M ₹154 M ₹154 M Revenue EBITDA EBIT PAT* $57.1 M 10.2% 9.4% 83.0% Orders booked EBITDA margin Attrition rate Utilization *PAT excludes one-time exceptional item resulting from of new labor code All data unless specified is on a consolidated basis © Sasken Te
Slide 8: Financial Performance Snapshot – Q3 FY26
FINANCIAL PERFORMANCE SNAPSHOT – Q3 FY26 CONSOLIDATED REVENUES (₹M) CONSOLIDATED EBIT (₹M) ₹2,501 M ₹2,555 M ₹1,445 M 6.1% 2.3% 1.7% 516 677 QoQ Growth: (2.1)% 154 QoQ Growth: 166.2% 1,985 1,878 1,445 YoY Growth: 73.1% YoY Growth: 542.3% 58 24 Q3 FY26 Q2 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q3 FY25 Software
Slide 9: Key Revenue Breakdowns
KEY REVENUE BREAKDOWNS REVENUE MIX BY DELIVERY (₹ Mn) REVENUE MIX BY PROJECT TYPE (₹ Mn) Q3 FY26 840 1,661 Q3 FY26 1,210 775 516 Q2 FY26 1,010 1,545 Q2 FY26 1,468 410 677 Q3 FY25 326 1,119 Q3 FY25 1,183 262 Onsite* Offshore Time and Material Fixed Price Product Solutions *Onsite includes US, Europe,
Slide 10: Segmental Results
SEGMENTAL RESULTS REVENUE SPLIT BY SEGMENT (₹ Mn) GROSS PROFIT BY SEGMENT (₹ Mn) Q3 FY26 1,985 516 Q3 FY26 571 Q2 FY26 1,878 677 Q2 FY26 527 Q3 FY25 1,445 Q3 FY25 401 Software services Product solutions Software services Product solutions Revenue growth by segment QoQ Growth YoY Growth Software Serv
Slide 11: Order Book Summary
ORDER BOOK SUMMARY TOTAL CONTRACT VALUE1 ($M) TOTAL CONTRACT VALUE - NEW ($M) 57.1 21.0 28.5 20.2 28.2 10.9 Q3 FY26 Q2 FY26 Q3 FY25 Q3 FY26 Q2 FY26 Q3 FY25 ANNUAL CONTRACT VALUE ($M) ORDER BOOK MIX ($M) Q3 FY26 7.8 13.2 21.0 Q3 FY26 51.4 5.7 Q2 FY26 12.0 7.7 19.7 Q2 FY26 16.8 11.7 Q3 FY25 8.3 17.5 2
Slide 12: Major Order Wins
MAJOR ORDER WINS Multi-year large deal with an American multinational technology hyperscaler to own key software and system areas critical to smart glasses development and scale across System Health, Core OS, multimedia & connectivity. Sasken was chosen by a leading European automotive technology pl
Slide 13: People and Process Updates
PEOPLE AND PROCESS UPDATES At the end of the quarter (Q3 FY26), Sasken group’s headcount was 2,343 (8.9% growth QoQ) and Last Twelve Month (LTM) attrition stood at a healthy 8.4% • Sustainable Organization Award 2025 and 1st Runner-Up Award in the Sustainability Leader of the Year Category • Eco Vad
Slide 14: 60x4x3 Strategy & the Roadmap
60x4x3 STRATEGY & THE ROADMAP Q3 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 (%) Q3 FY26 62 18 6 86 Q3 FY26 51 66 Q2 FY26 56 18 7 81 Q2 FY26 50 65 Q3 FY25 52 16 3 71 Q3 FY25 33 57 < $1M $1M - $4M $4M+ Top 5 client contribution to revenues Top 10 client contribution to revenues • Sasken’s 60×4×3 stra
Slide 17: Looking Ahead
LOOKING AHEAD Strategic Focus and Priorities This quarter, our performance reflects a solid foundation of profitable growth, driven by strong momentum across semiconductors, automotive, AI, and next-generation connectivity. As we progress along our chip-to-cognition journey, we remain focused on the
Slide 18: Financials
FINANCIALS Q3 FY 2025-26 © Sasken Technologies Ltd.
Slide 19: Income Statement Summary Consolidated (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED (QUARTERLY) (₹M) Growth over Particulars Q3 FY26 % Q2 FY26 % Q3 FY25 % Q2 FY26 Q3 FY25 Revenue from Operations 2,501.25 100.0% 2,554.88 100.0% 1,445.16 100.0% -2.1% 73.1% Cost of Revenue 1,897.42 75.9% 2,033.44 79.6% 1,043.84 72.2% -6.7% 81.8% Gross Profit 603.8
Slide 20: Income Statement Summary Consolidated (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED (YTD) (₹M) Growth over Particulars FY26 YTD % FY25 YTD % FY25 YTD Revenue from Operations 7,791.44 100.0% 4,029.03 100.0% 93.4% Cost of Revenue 6,164.78 79.1% 2,839.45 70.5% 117.1% Gross Profit 1,626.66 20.9% 1,189.58 29.5% 36.7% SG&A 1,073.97 13.8% 1,031.28 25.
Slide 21: Income Statement Summary Consolidated Nature Wise (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (QUARTERLY) (₹M) Growth over Particulars Q3 FY26 % Q2 FY26 % Q3 FY25 % Q2 FY26 Q3 FY25 Revenue from Operations 2,501.25 100.0% 2,554.88 100.0% 1,445.16 100.0% -2.1% 73.1% Other Income 60.55 2.4% 97.13 3.8% 92.78 6.4% -37.7% -34.7% Total Revenue 2,561
Slide 22: Income Statement Summary Consolidated Nature Wise (YTD)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (YTD) (₹M) Growth over Particulars FY26 YTD % FY25 YTD % FY25 YTD Revenue from Operations 7,791.44 100.0% 4,029.03 100.0% 93.4% Other Income 233.72 3.0% 459.33 11.4% -49.1% Total Revenue 8,025.17 103.0% 4,488.36 111.4% 78.8% Cost of material consumed
Slide 23: Balance Sheet Summary Consolidated
BALANCE SHEET SUMMARY CONSOLIDATED (₹M) Particulars Dec 31, 2025 Sept 30, 2025 June 30, 2025 Assets Property and Equipment 449.29 489.39 423.72 Intangible assets (including ROU, Goodwill) 3,047.40 3,003.68 2,963.97 Investments 2,563.52 3,054.01 3,161.71 Inventories 269.82 189.74 238.86 Trade receiva
Slide 24: Key Metrics
KEY METRICS Employee Metrics Q3 FY26 Q2 FY26 Q3 FY25 Total Employees (Consolidated) 2,343 2,274 1,877 Engineering 2,070 1,994 1,628 Corporate 273 280 249 Hiring Metrics Gross Adds 182 199 237 Net Adds 69 78 170 Attrition Attrition % Annualized (Based on Voluntary attrition only) 9.4% 9.8% 6.7% Attri
Slide 25: People, ESG & Awards
PEOPLE, ESG & AWARDS Q3 FY 2025-26 © Sasken Technologies Ltd.
Slide 26: Participation in Global Events
PARTICIPATION IN GLOBAL EVENTS Teknologia 25 Auto EV TechVision Summit 2025 International Indo-German Project R&D In Management Day Innovation Forum and IHK India Day © Sasken Technologies Ltd.
Slide 27: Awards
AWARDS Q4 ICSI Certificate EcoVadis of Appreciation for Bronze Excellence in CSR Medal Sustainable 1st Runner-Up Award in Organization the Sustainability Leader Award 2025 of the Year Category © 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 1000 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+ 31+ Million Devices 2343 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 Essen CHINA Nagoya Sunnyvale, CA Beijing Yokohama HONGKONG INDIA* INDIA FINLAND Bangalore Customer Proximity Chennai SINGAPORE Centers/Sales Offices
Slide 34: Thank You
THANK YOU © Sasken Technologies Ltd.
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