Q2 Margin Compression
EBITDA margins will decline in Q2 due to reversal of rupee depreciation benefits and annual salary increments, dropping from 18.4% to the 16.5-17.5% guidance range.
SAKSOFT / Q1-FY26 / risks
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Saksoft · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Tariff-Induced Decision Delays
US tariff volatility (10-50% swings within days) causing buyers to delay technology spending decisions, impacting deal closures and pipeline conversion.
AI Platform Revenue Disappointment
Sack.ai platform has seen disappointing revenue traction versus internal expectations, with prospects taking longer than anticipated to commit to AI-related decisions.
Competition from Large IT Firms in Enterprise Deals
Analyst raised concern about large tech companies potentially dropping prices aggressively to win wallet share from existing customers, though management believes project sizes favor smaller players.