Tipsheet
What matters at India’s listed companies
Earnings · IT - Software · Micro cap

California Software revenue surges but audit flags aged receivables

Q1 FY27 standalone revenue ₹662.88 lakhs, net profit ₹419.39 lakhs. Auditors qualify review citing ₹2,336.55 lakhs unprovided receivables and other lapses.

1 earlier story on California Software Company Ltd.
Mkt cap₹148 cr
P/E13.89×
ROE2.93%
Debt / eq.0.03
₹662.88 lakhs Q1 FY27 standalone revenue, up from ₹154.59 lakhs YoY

What's new

  • Q1 standalone revenue ₹662.88 lakhs, net profit ₹419.39 lakhs, both surged YoY from ₹154.59 lakhs and ₹19.32 lakhs.
  • Auditors issued qualified review, flagging ₹2,336.55 lakhs in unprovided trade receivables.
  • Also noted unreconciled current tax assets of ₹380.02 lakhs and no impairment testing on subsidiary investments.

Why this matters

The top-line growth is striking for a nano-cap, but the persistent audit qualifications suggest financial controls lag the revenue expansion. Over ₹23 cr of receivables may never be collected, tempering the earnings surge.

What we're watching

  • Timeline for provisioning against the ₹2,336.55 lakhs receivables.
  • Clarity on the proposed 51% stake in Tech Aggregators P Ltd.
  • Any change in auditor or remediation plan for control weaknesses.

The full read

California Software's Q1 FY27 numbers are eye-catching. Standalone revenue hit ₹662.88 lakhs, up from ₹154.59 lakhs a year ago. Net profit surged to ₹419.39 lakhs from ₹19.32 lakhs. For a nano-cap with a ₹148 cr market cap, that kind of growth is rare. But the statutory auditors, K. Gopal Rao & Co., aren't buying the story yet. For the fourth consecutive quarter, they've issued a qualified review, pointing to ₹2,336.55 lakhs in trade receivables that haven't been provisioned for, ₹380.02 lakhs in unreconciled tax assets, and no impairment testing on subsidiary investments. These are not new problems; they've been flagged before. The company's top line is booming, but its balance sheet carries risks that could reverse the gains. Until those audit matters are resolved, the growth story has a caveat.

Questions answered

How much did revenue and profit grow year-on-year?
Revenue went from ₹154.59 lakhs to ₹662.88 lakhs. Net profit surged from ₹19.32 lakhs to ₹419.39 lakhs.
What are the key audit qualifications?
Long-pending trade receivables of ₹2,336.55 lakhs without expected credit loss provisioning, unreconciled current tax assets of ₹380.02 lakhs, and lack of impairment testing for subsidiary investments.
Have these audit issues appeared before?
Yes, the qualifications have persisted from earlier reporting periods, as noted by the auditors.
What is the company's market capitalization?
Around ₹148 crore as per latest data, giving a trailing P/E of about 13.9x.
How does this quarter compare to the previous quarter?
The prior quarter (Mar 2026) reported sales of ₹14 cr and net profit of ₹9 cr. The current Q1 shows stronger growth.
Mentioned: K. Gopal Rao & Co. · Tech Aggregators P Ltd · ₹2,336.55 lakhs
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

California Software Company Ltd.

Software Services
₹136 cr
P/E 9.30×

Latest quarter · Jun 2026

Sales₹7 cr
Net profit₹4 cr
Op. margin+85.1%
EPS₹0.68

Strength & growth

Debt / equity0.03×
Current ratio8.74×
Sales CAGR+37.8%
EPS CAGR+9.3%
  1. 20 Jul 2026 · 9:12 PM IST California Software revenue surges but audit flags aged receivables
  2. 41d ago California Software to mull 51% stake in Tech Aggregators