Q2-FY26 · VS Haran
This has been our best quarter so far from a revenue perspective recording nearly 2,918 crores of revenue with a quarterly profit of 388 crores. The profitability was the best Q2 ever.
REDINGTON / language trends
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Redington · tone and specificity signals across the available quarters.
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Language signals
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Q2-FY26 · Krishna
SSG will have normally lower working capital but not significantly lesser when compared to the company average. What you should note is the company average is mainly on account of MSG where the working capital is much lower.
Q2-FY26 · VS Haran
Software solutions group today has an ability to appropriate higher margin to drive higher than average profitability. That's one of the reasons we embarked on this journey to grow that piece of the business faster.
Q2-FY26 · Krishna
If the gross margin is X percentage, operating profit is about half of that and PAT is about one quarter of that. What we had observed from the numbers is from the incremental gross margin what we have derived is almost half of that into the PAT.
Q3-FY26 · Krishna
Our internal target that I mean that's a threshold which we would not want to reach is 16% for sure. Our expectation we should range between 18 to 20%. roast for this quarter at 22.1%. I don't want you to consider this as sustainable.
Q3-FY26 · VS Hariharan
Clearly prices will be on the higher side. We are yet to see the demand being picked up because the pricing will somewhat sober out the demand also we think. So you just have to wait for a few more quarters to play this out.
Q3-FY26 · VS Hariharan
As we transform the company from being a distributor to an orchestrator in the new world order defined by cloud, software and AI, we will be shifting to an unlock next approach to a sharper future facing outlook.
Q4-FY26 · VS Hariharan
This has been our best quarter so far from both revenue and profit perspective.
Q4-FY26 · VS Hariharan
India had a fantastic quarter. The business grew topline by 50% and the profit after tax by 41% during the quarter.
Q4-FY26 · VS Hariharan
We are very sensitive to our shareholder needs. We have additional capital needs for growth opportunities and are cautious about the evolving geopolitical uncertainty.