Software Products sector

12 companies · ₹1.1 L cr · 6 with AI deep dives

5y revenue CAGR
median 5.64%(p25 -4.64% · p75 12.97%)
5y avg ROCE
median 11.3%(p25 1.12% · p75 22.74%)
Debt / equity
median 0.24x(p25 0.12x · p75 0.26x)

AI sector brief

from the bucket's latest earnings calls · as of 2026-03-31
tailwindSaaS and cloud mix shift accelerating recurring revenue ahead of blended top-line4 managements

Four managements reported SaaS, cloud, or annuity-based revenues growing materially faster than total revenue. OFSS's license and cloud revenues grew 13% vs 7% total growth. IRIS…

  • OFSS (FY25): “Driven by an increasing demand for our cloud native banking solutions, our license and…”
mixed4 managements🔒tailwind3 managements🔒headwind3 managements🔒headwind2 managements🔒headwind2 managements🔒
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Companies (12)

sort: mcap · composite · name
CompanyMcapAI verdictSignalsStated KPIs (latest call)
Oracle Financial Services Software Ltd₹98,658 cr Unlock
roce compounderit cash machine
Tanla Platforms Ltd₹7,915 cr Unlock
roce compounder
C.E. Info Systems Ltd₹6,237 cr Unlock
roce compounder
Ramco Systems Ltd₹2,270 cr Unlock
Nucleus Software Exports Ltd₹1,909 cr Unlock
Unicommerce eSolutions Ltd₹958 cr Unlock
earnings quality strongit cash machine
Quick Heal Technologies Ltd₹853 cr Unlock
earnings quality strongcapital destroyerit growth slowdown
Subex Ltd₹683 cr Unlock
it growth slowdown
IRIS Regtech Solutions Ltd₹497 cr Unlock
capex coming onlinenet cashit cash machine
Aion-Tech Solutions Ltd₹288 cr Unlock
latent operating leverage
Virinchi Ltd₹175 cr Unlock
earnings quality strongcapital destroyerit growth slowdown
Xelpmoc Design and Tech Ltd₹120 cr Unlock
it growth slowdown