Sasken Technologies Ltd · NSE:SASKEN
Sasken Technologies — Q1 FY2026 Earnings Presentation
27 slides from Sasken Technologies's earnings presentation, August 2025
Slide 1: Investor Presentation Q1 FY 2025-26
INVESTOR PRESENTATION Q1 FY 2025-26 © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
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: Sasken Group at a Glance
SASKEN GROUP AT A GLANCE Product Digital ASIC Design Cyber Engineering Transformation Services Security Semiconductor Communication SatCom Automotive & Industrials Enterprise Transportation & Devices Off-Highway Grade Devices 36+ Years 90+ 200+ 30+ Million Devices 2150+ in Product Engineering Client
Slide 4: Our Global Presence & Compliance
OUR GLOBAL PRESENCE & COMPLIANCE Serving Clients across 5 Continents (23 Countries) SASKEN FINLAND Centres of Excellence Kaustinen | Tampere GERMANY SASKEN JAPAN USA CHINA Tokyo | Nagoya Sunnyvale, CA Beijing HONGKONG INDIA INDIA FINLAND Bangalore Customer Proximity Chennai SINGAPORE Centers/Sales O
Slide 5: 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 6: 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 7: Snapshot of Our FY 26 ESG Achievements
SNAPSHOT OF OUR FY 26 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
Slide 8: Performance Highlights
PERFORMANCE HIGHLIGHTS Q1 FY 2025-26 © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
Slide 9: Message from the Management
MESSAGE FROM THE MANAGEMENT Our performance momentum has maintained during Q1 FY26. The growth reflects increase in engagement with existing clients and addition of new logos. The key highlight is our multi-year ODC engagement in America to deliver Android maintenance and security for a large portfo
Slide 10: Financial and Operational Summary
FINANCIAL AND OPERATIONAL SUMMARY 60x4x3 Strategy Fuels Growth and Momentum ₹2,735 M ₹146 M ₹55 M ₹100 M ₹6.24 Revenue (84.8% QoQ) EBITDA (106.8% QoQ) EBIT (58.1% QoQ) PAT (13.0% QoQ) EPS (14.4% QoQ) INCREASING SALES MOMENTUM STRENGTHENING WORKFORCE IMPROVING EMPLOYEE METRICS Consolidated reven
Slide 11: Key Business Updates
KEY BUSINESS UPDATES MAJOR ORDER TECHNOLOGY PEOPLE AND WINS GROWTH LEVERS PROCESSES • Major deal with a German • Continued investments in product • In the quarter Sasken Group multinational automotive Tier-1 to security to help our clients headcount reached 2196 , a healthy design and develop Telema
Slide 12: Financial Performance Snapshot (Quarterly)
FINANCIAL PERFORMANCE SNAPSHOT (QUARTERLY) SEGMENT REVENUE MIX (₹M) CONSOLIDATED REVENUES (₹M) Software Services 1,767 QoQ Growth: 19.4% 2,735 1,480 QoQ Growth: 84.8% 1,234 YoY Growth: 43.2% YoY Growth: 121.7% 968 1,480 1,234 Q1 FY26 Q4 FY25 Q1 FY25 Q1 FY26 Q4 FY25 Q1 FY25 Product Solutions Software
Slide 13: Customer Profile
CUSTOMER PROFILE NUMBER OF ACTIVE CUSTOMER BREAK-UP BY LTM SALES CUSTOMERS Q1 FY26 57 16 6 79 Q4 FY25 51 17 3 Q1 FY25 49 16 1 71 66 < $1M $1M - $4M $4M+ Q1 FY26 Q4 FY25 Q1 FY25 SOFTWARE SERVICES REVENUE MIX BY PROJECT TYPE Q1 FY26 19% 81% Number of active customers has been increasing over the last
Slide 14: Order Booking Status
ORDER BOOKING STATUS TOTAL CONTRACT VALUE1 2 ($M) TOTAL CONTRACT VALUE - NEW ($M) 51.7 27.4 16.7 7.8 11.5 9.9 Q1 FY26 Q4 FY25 Q1 FY25 Q1 FY26 Q4 FY25 Q1 FY25 ANNUAL CONTRACT VALUE1 ($M) ANNUAL CONTRACT VALUE - NEW ($M) 46.31 22.4 12.9 5.9 9.5 8.1 Q1 FY26 Q4 FY25 Q1 FY25 Q1 FY26 Q4 FY25 Q1 FY25 1 Inc
Slide 15: News and Achievements
NEWS AND ACHIEVEMENTS Q1 FY 2025-26 © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
Slide 16: Participation in Global Events
PARTICIPATION IN GLOBAL EVENTS Sasken participated in Stockholm Tech Sasken joined COVESA 2025, and At AutoTech 2025, Sasken's Sales team Show 2025, showcasing its expertise demonstrated its automotive expertise to drove real conversations with global auto across diverse technology domains. the glob
Slide 17: Sasken Hosted Industry Events
SASKEN HOSTED INDUSTRY EVENTS Following our Bangalore success, we hosted 75+ customers in Sasken hosted IoTSF conference, themed Cybersecurity Chennai Ken TechFest, highlighting Sasken’s product and digital for Connected Transport which was attended engineering strengths. by 150+ industry leaders. ©
Slide 18: Awards in Q1 FY26
AWARDS IN Q1 FY26 ‘Winners’ in the “Climate Action (GHG Emission)” Gold Award at the 2nd iNFHRA Corporate Excellence category at the 2nd edition of the BCIC ESG Awards 2025 Conference & Awards © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
Slide 19: Share Price Performance
SHARE PRICE PERFORMANCE 2,400.00 2,200.00 2,000.00 1,800.00 1,600.00 1,400.00 1,200.00 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
Slide 20: Financial Details & Key Metrics
FINANCIAL DETAILS & KEY METRICS Q1 FY 2025-26 © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
Slide 21: Income Statement Summary Consolidated (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED (QUARTERLY) (₹M) Growth over Particulars Q1 FY26 % Q4 FY25 % Q1 FY25 % Q4 FY25 Q1 FY25 Revenue from Operations 2,735.31 100.0% 1,480.11 100.0% 1,233.58 100.0% 84.8% 121.7% Cost of Revenue 2,233.92 81.7% 1,097.23 74.1% 856.39 69.4% -103.6% -160.9% Gross Profit 50
Slide 22: Income Statement Summary Consolidated Nature Wise (Quarterly)
INCOME STATEMENT SUMMARY CONSOLIDATED NATURE WISE (QUARTERLY) (₹M) Growth over Particulars Q1 FY26 % Q4 FY25 % Q1 FY25 % Q4 FY25 Q1 FY25 Revenue from Operations 2,735.31 100.0% 1,480.11 100.0% 1,233.58 100.0% 84.8% 121.7% Other Income 76.04 2.8% 99.02 6.7% 174.45 14.1% -23.2% -56.4% Total Revenue 2,
Slide 23: Segmental Results Q1 FY26 Consolidated
SEGMENTAL RESULTS Q1 FY26 CONSOLIDATED (₹M) Growth over Particulars Q1 FY26 Q4 FY25 Q1 FY25 Q4 FY25 Q1 FY25 Revenue (INR M) 2,735.31 1,480.1 1,233.6 84.8% 121.6% Software Services 1,767.01 1,480.1 1,233.6 19.4% 43.2% Product Solutions 968.30 - - - - Segmental Profits (INR M) 501.39 382.88 377.19 30.
Slide 24: Balance Sheet Summary Consolidated
BALANCE SHEET SUMMARY CONSOLIDATED (₹M) June 30, March 31, Particulars 2025 2025 Assets Property and Equipment 423.72 358.52 Intangible assets (including ROU, Goodwill) 2,963.97 410.74 Investments 3,161.71 5,914.09 Inventories 238.86 0.00 Trade receivables 1,815.78 1,064.60 Unbilled revenue and cont
Slide 25: Key Metrics (1 of 2)
KEY METRICS (1 OF 2) Customer Metrics Q1 FY 26 Q4 FY 25 Q1 FY 25 Revenue by geography - Consolidated (In %) (₹M) North America 28.0% 44.0% 42.0% EMEA 38.0% 21.0% 28.0% India 25.0% 29.0% 23.0% APAC 9.0% 6.0% 7.0% Client Concentration (In %) Top 5 client contribution to revenues 52.0% 37.0% 35.0% Top
Slide 26: Key Metrics (2 of 2)
KEY METRICS (2 OF 2) Employee Metrics Q1 FY 26 Q4 FY 25 Q1 FY 25 Total Employees (Consolidated) 2,196 1,894 1,622 (₹M) Engineering 1,920 1,653 1,407 Corporate 276 241 215 Hiring Metrics Gross Adds 118 92 147 Net Adds 28 17 45 Attrition Attrition % Annualized (Based on Voluntary attrition only) 7.7%
Slide 27: Thank You
THANK YOU © Sasken Technologies Ltd. SASKEN CONFIDENTIAL
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