In , Silver Touch Technologies Ltd (IT - Software) is outperforming Nifty 500 with +21.1% relative strength. Fundamentals: Average.
Weekly presence in the outperformers list. Green = beating Nifty 500 by 10%+ that week.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: 51% revenue from high-margin software services with AI/Cloud focus accelerating growth trajectory
Impact: +₹19 Cr revenue
“Management guidance of 20-25% revenue CAGR sustained by AI-led transformation requests from 2,000+ client base”
What: 60% recurring orders providing multi-year revenue visibility at improving margins
Impact: +₹130 Cr revenue
“Order book of ₹650 crores with 60% recurring orders and 40% fresh orders providing strong revenue visibility”
What: Completion of high-capex phase expected to improve operating cash flows
Impact: 100 bps margin impact
“Management expects operating cash flow to normalize after the initial high-capex phase of BOT projects”
Earnings deceleration risks from management commentary
Trigger: Continued high capex for new BOT projects
Impact: -200 bps margin impact
Management view: Significant upfront capex of ₹21 crore for BOT projects has temporarily constrained operating cash flows
Monitor: Operating cash flow trends
Trigger: Interest rates rising above 9%
Impact: -150 bps margin impact
Management view: Rising interest costs and working capital requirements warrant monitoring
Monitor: Interest coverage ratio
Key quotes from recent conference calls
“Focus is on custom software development, AI, and cloud services for 2,000+ global clients — Management”
“Cumulative orders to be billed over 3-5 years; Provides strong multi-year revenue visibility — Management”
“Management expects operating cash flow to normalize after the initial high-capex phase of BOT projects — Management”
“Growth Strategy: 20-25% CAGR sustained by AI-led transformation requests from the existing 2,000+ client base — Management”
Forward-looking targets from management for 2-4 quarters
Revenue Growth Target
22.5%
Implied PAT Growth
25%
OPM Guidance
20.5%
Capex Plan
₹21 Cr
Key Milestones
• Cash flow normalization by Mar-26
• 20-25% revenue CAGR
• Margin expansion to 20.5%
Revenue, profit and margin growth rates
| Metric | YoY | 3Y CAGR | Trend |
|---|---|---|---|
| Revenue | +17% | +28% | Stable |
| PAT (Net Profit) | +44% | +53% | Stable |
| OPM | 21.0% | +300 bps | Volatile |
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Silver Touch Technologies Ltd's latest quarterly results (Mar 2026) show
Silver Touch Technologies Ltd's profit is growing with an stable trend.
Silver Touch Technologies Ltd's revenue growth trend is stable.
Silver Touch Technologies Ltd's operating margin is volatile.
Silver Touch Technologies Ltd's long-term compounding rates
Silver Touch Technologies Ltd's earnings growth is stable with positive momentum on a sequential basis.
Silver Touch Technologies Ltd's trailing twelve month (TTM) performance
Silver Touch Technologies Ltd appears significantly overvalued based on our fair value analysis.
Silver Touch Technologies Ltd's current PE ratio is 58.0x.
Silver Touch Technologies Ltd's current PE is 58.0x.
Silver Touch Technologies Ltd's price-to-book ratio is 12.2x.
Silver Touch Technologies Ltd is rated Average with a fundamental score of 49.42/100. This score is calculated from objective financial metrics
Silver Touch Technologies Ltd has a debt-to-equity ratio of N/A.
Silver Touch Technologies Ltd's return ratios over recent years
Silver Touch Technologies Ltd's operating cash flow is positive (FY2026).
Silver Touch Technologies Ltd's current dividend yield is 0.03%.
Silver Touch Technologies Ltd's shareholding pattern (Mar 2026)
Silver Touch Technologies Ltd's promoter holding has increased recently.
Silver Touch Technologies Ltd has been outperforming Nifty 500 for 2 consecutive weeks, indicating early-stage outperformance.
Silver Touch Technologies Ltd is an established outperformer with 2 weeks of consecutive Nifty 500 outperformance.
Silver Touch Technologies Ltd has 3 key growth catalysts identified from recent earnings analysis
Silver Touch Technologies Ltd has 2 key risks worth monitoring
In Q3 FY26, Silver Touch Technologies Ltd's management highlighted
Silver Touch Technologies Ltd's management has provided the following forward guidance for 2-4 quarters
Based on quantitative research signals, here is why Silver Touch Technologies Ltd may be worth studying
Silver Touch Technologies Ltd investment thesis summary:
Silver Touch Technologies Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
