Silver Touch Technologies Ltd Q1 FY27 Results

Silver Touch Technologies' consolidated (primary basis) Q1 FY27 (quarter ended 30 June 2026, unaudited, reviewed) revenue came in at ₹76.72 Cr, up 22.3% YoY from ₹62.75 Cr in Q1 FY26, while consolidated PAT more than doubled to ₹10.01 Cr, up 147.9% YoY from ₹4.04 Cr — a far steeper rise than the topline growth. There are no exceptional or extraordinary items in either period (both nil), so the YoY jump is organic rather than a one-off; it does, however, come off a weak year-ago quarter that itself had thin margins. The only external read on the quarter — a trailing-growth preview from Univest (explicitly not a formal analyst estimate) — had pencilled in revenue of ₹69-79 Cr (+17.3% YoY) and PAT of ₹5-6 Cr (+43.5% YoY); the actual print landed near the high end of the revenue range and well above the top of the PAT range, a clear beat on profitability in particular.

The growth was driven by margin expansion rather than one-off items: consolidated NPM rose to 12.83% from 6.39% a year ago, and OPM (EBITDA margin, computed as PBT + finance cost + depreciation − other income, over revenue) expanded to 20.53% from 13.66% — consistent with the 'margin management through cost optimisation and utilisation improvement' catalyst the Univest preview had flagged as the swing factor. Sequentially, though, revenue fell 22.9% and PAT fell 24.3% versus Q4 FY26 (₹99.52 Cr revenue, ₹13.22 Cr PAT); margins were roughly flat QoQ (OPM 20.68%→20.53%, NPM 13.14%→12.83%), so the sequential drop looks like a return to a normal run-rate after a year-end-heavy Q4 rather than operational deterioration — the YoY comparison is the more reliable read here.

The stock went into the print at ₹206.8, up 15% over the past month of trading.

Consolidated EPS (basic & diluted) ₹0.79 vs ₹0.16 a year ago

Management has issued no formal guidance on record for this quarter, and this filing (a board-outcome intimation plus financial statements) carries no separate MD&A commentary to weigh against the print — the guidance angle is simply unaddressed by the company itself. Standalone PAT of ₹10.09 Cr was marginally ahead of the ₹10.01 Cr consolidated figure even though subsidiaries added roughly ₹5.3 Cr of extra revenue at the consolidated level, implying the overseas units (US, UK, Canada, plus newer additions Vision Autotests, Silver Touch Autotech and AI4Pharma Tech) were close to breakeven this quarter rather than accretive. Alongside the results, the board recommended a ₹0.10/share final dividend for FY2025-26 (subject to shareholder approval at the 24 August 2026 AGM) — a capital-return decision tied to full-year FY26 profit, not this quarter's print. Separately, the company's ₹6.27 Cr AI platform order win from RITES was booked in early July, just after the quarter closed, so it lands in Q2 FY27 execution rather than this quarter's numbers.