Software Platform
57 recent notes from companies in this sector. 15 companies tracked.
Swiggy's fastest-growing unit loses CEO as profitability target nears
Amitesh Jha resigns effective immediately; former Myntra CEO Nandita Sinha takes over on August 3. Instamart lost ₹3,063 cr on ₹3,859 cr revenue in FY26.
Paytm transcript reinforces margin ambition, AI push
Q1 FY27 earnings call transcript filed; no new numbers but management reiterated 28% revenue growth and 15-20% EBITDA margin target.
IndiaMART Q1 transcript confirms revenue up 11%, supplier count drops 1,850
IndiaMART's Q1 FY27 transcript adds no material new information beyond the earnings release. Revenue hit ₹414 crore; paying suppliers fell by 1,850, led by silver-tier churn.
IndiaMART delivers 12% profit growth in June quarter, no surprises
IndiaMART's June-quarter revenue and profit both rose in double digits, in line with its steady growth trajectory. The filing carries no new guidance or strategic pivot.
Paytm sets 15-20% margin target sooner, AI revenue line coming
Q1 revenue jumps 28% to ₹2,448 cr, EBITDA margin hits 8%. Management says medium-term margin goal could be reached ahead of schedule, with AI monetization within quarters.
Paytm Q1 profit jumps 79% to ₹220 cr; bonus share plan shelved
Revenue rises 28% to ₹2,448 cr. Board also seeks to extend IPO fund usage to 2029, invests ₹100 cr in Paytm Money, and appoints former Google exec as director.
Paytm posts ₹220 cr Q1 profit, scraps bonus issue plans
Revenue rises 28% YoY to ₹2,448 crore as the company stays profitable. Board opts for reinvestment over bonus, seeks wider use of ₹1,686 cr IPO proceeds.
Paytm Q1 profit jumps 79% to ₹220 cr; EBITDA hits record ₹203 cr
Revenue rose 28% to ₹2,448 cr, merchant GMV hit ₹7.1 lakh cr, and financial-services revenue surged 45% to ₹814 cr. The company also expanded overseas, securing a European payment licence and a partnership in Indonesia.
Paytm Q1 profit rises to ₹220 cr; bonus share plan shelved
Revenue up 28% to ₹2,448 cr; board appoints ex-Google exec, extends IPO proceeds deadline to March 2029, invests ₹100 cr in Paytm Money.
Paytm board to consider first-ever bonus share issue on July 20
The payment firm will also report Q1 results. Bonus proposal is a first, signalling confidence. The ratio is the key detail yet to come.
Just Dial Q1: Revenue up 9.9%, profit up 4.1%
The company detailed AI integration across voice, WhatsApp, and sales workflows, and launched the JD Mart Super Sixer Pack for B2B sellers. Cash and investments stand at ₹6,022 crore.
Just Dial posts steady Q1, names Flipkart veteran as next CEO
Net profit rises to ₹166.2 cr, revenue up 9.9% to ₹327.5 cr. Dinkar Ayilavarapu takes over as CEO from August 1, Dinesh Taluja becomes CFO.
Honasa forecasts Q1 revenue growth in thirties
Provisional update: Mamaearth high-teens, younger brands ~40%, margins double-digit. Consistent with medium-term guidance.
Swiggy's foreign holding dips below 50%, IOCC goal still has hurdles
Swiggy's aggregate foreign investment fell to 49.76% as of July 6, crossing a key threshold for its Indian Owned and Controlled Company ambitions, but management control conditions remain unmet.
Info Edge bills ₹737 cr in Q1; Shiksha slips 23%
Standalone billings rise 14.4% YoY driven by Naukri at ₹552.7 cr; education vertical Shiksha drags at ₹34.6 cr. Numbers are unaudited.
Info Edge's Naukri rolls out AI tools with 4,000+ clients, 10% paid conversion
The ₹150 crore AI budget for FY27 is a fraction of the ₹67,000 crore market cap. The real value driver remains the startup portfolio, not AI yet.
Nykaa's Q1 revenue accelerates to near 30%, fashion vertical surges mid-50s
The voluntary update shows a sharp acceleration from FY26's 26% growth, driven by Nike partnership and own-brands. Shares rose in morning trade.
Brainbees to sell ₹300 cr of Swara Baby shares in subsidiary's IPO
The board approved an OFS worth up to ₹300 crore in Swara Baby's proposed IPO. The subsidiary will remain under Brainbees' control after listing.
FirstCry ESOP trust gets tax reassessment notice over share valuation
IT Dept for AY 2022-23 alleges 1.04 crore shares were issued at face value ₹5 instead of fair market price; no tax demand raised yet.
PB Fintech pumps ₹20 cr into payments arm, eyes Dubai insurance
Capital infusion in PB Pay to meet RBI norms; two DIFC step-downs for insurance advisory and reinsurance broking with combined ~₹9 cr.
BlackBuck promoter pledges 0.35% stake in first-ever encumbrance
Executive director Ramasubramanian Balasubramaniam has pledged 630,000 shares to 360 ONE Distribution. For a company with a ₹10,244 cr market cap, the quantum is negligible and carries no distress signal.
CarTrade maps out AI-fintech roadmap, but numbers stay under wraps
Strategy call covered Via AI rollout, IDFC FIRST Bank partnership, and non-auto product financing. But with no new financial targets or launch dates, it was a narrative update, not a catalyst.
CarTrade's OLX India ties up with IDFC FIRST Bank for used-car loans
The digital loan partnership targets a used-car market that could hit 9.5 million annual transactions by 2030, but the release disclosed no loan volumes or revenue terms.
Honasa Consumer buys 58% of Fluence Pharma for ₹135 cr
The Mamaearth parent gains patented cyclical nutrition therapy brands but the deal is tiny relative to its ₹13,690 cr market cap.
IRCTC CMD Sanjay Kumar Jain resigns; successor awaited
IRCTC's Chairman and Managing Director Sanjay Kumar Jain has resigned on personal grounds, effective July 20, 2026, leaving the Navratna PSU without a named successor.
Fidelity slices Meesho stake under 5%, sells ₹1,712 cr in six months
Fidelity-managed funds sold nearly 98.4 million shares, reducing holding from 6.30% to 4.04% — a gradual reduction that kept the market calm.
Info Edge's ₹41,300 cr startup stash: 8.4x on deployed capital
The annual letter reveals that Info Edge's startup investments, led by Zomato and PB Fintech, are now worth 65% of its market cap, with consumer tech returning 13.5x.
Nykaa drops fashion house-of-brands plan, cites bandwidth limits
On its June 18 concall, management also said 55% of GMV is AI-driven but just 5% of GenAI experiments are P&L-ready. Fashion hit EBITDA breakeven in Q4.
Nykaa lands Nike's India digital ops, sets $5B GMV target by FY30
The beauty retailer will manage end-to-end Nike online commerce from February 2026, part of ambitious FY30 targets including 600 stores and B2B breakeven.
CarTrade rolls up CarWale and OLX into single used-auto platform
The unified platform targets 2 million transactions a year worth ₹1.2 lakh crore. India's used-car market is projected to double to 10 million units by 2030.
IRCTC gets a new finance chief from Northern Coalfields
Rajneesh Narain joins as Director (Finance), replacing a vacancy at the ₹41,684 cr market-cap PSU. His term runs until mid-2030.
Unicommerce's Chairman Manoj Kohli Resigns
The independent director steps down from the top board role in 30 days, citing personal circumstances.
FirstCry's margin pressure has four to six quarters left to run
Management told analysts the diaper war and raw-material volatility are not short-term blips. The logistics build-out is the upside story.
IRCTC caps margin target at 30% as catering, tourism volumes grow
The ticketing cash cow is being diluted by mass-volume, lower-margin verticals. Management is accepting the trade-off.
Physicswallah's latest shareholder letter adds no new financial data
The company's latest update provides management commentary on previously disclosed FY26 results, offering no material changes to its financial position.
Physicswallah narrows losses to ₹24 cr as revenue climbs 35%
The edtech firm's consolidated losses shrank from ₹243.3 crore to ₹24.2 crore in FY26, beating market expectations of a wider deficit.
IRCTC pivots from high-margin ticketing to volume-led growth
Management warns that internet ticketing is saturated, signaling a structural shift toward lower-margin catering and tourism segments.
IRCTC reports steady FY26 growth as Q4 profit slips
The railway catering firm posted a 6% rise in annual profit on revenue of ₹521,486 lakhs. A final dividend of ₹0.50 per share brings the total FY26 payout to ₹9 per share.
IRCTC reports steady annual growth as Q4 profit slips 8.8%
The state-run caterer posted a 6% rise in annual profit to ₹1,393 cr, while the board declared a final dividend of ₹0.50 per share.
FirstCry expects margin pressure to last another six quarters
Management flagged a 140 bps gross margin hit from quick-commerce rivals, but targets double-digit EBITDA growth in India for FY27.
FirstCry revenue hits ₹85,479 million as losses narrow in FY26
The company reported an 11.6% revenue increase for the year, while standalone profit doubled to ₹1,089 million.
FirstCry revenue grows 11.6% as standalone profit doubles
Brainbees Solutions reported a narrowed net loss for FY26, alongside a board-approved investment of ₹78 crore into overseas subsidiaries.
Brainbees Solutions narrows annual losses as revenue climbs 11.6%
FirstCry parent reports FY26 revenue of ₹85,479 million and a narrowed net loss of ₹2,037 million. The board also approved a ₹78 crore expansion investment.
Nykaa turns fashion profitable, then reverses course on distribution
Fashion EBITDA hit 0.3% in Q4 after a full-year loss. Management disclosed it's re-entering general trade with 150,000 doors, abandoning a prior plan to exit.
Info Edge hits speed bumps in recruitment and real estate
Growth in recruitment billings cooled to 10% for the year, while a sales reorganisation dragged 99acres billings to a 2% crawl.
Info Edge operating profit jumps 39% on a 17% revenue gain
The quarter's story was cost control. Revenue grew a steady 17%, but operating profit surged nearly 40% on fatter margins.
Info Edge Q4 profit jumps 39%, but the market already knew that
Standalone operating profit rose 39.4% to ₹322.7 crore on 17.2% revenue growth. The results match the April 9 business update, and the dividend is unchanged.
Info Edge pushes standalone margins to 40.1%
Recruitment remains the primary engine for the firm as FY26 revenue reaches ₹3,052 crore.
Nykaa hits ₹10,000 cr revenue, but fashion's U-turn steals the show
FSN E-Commerce crossed the milestone in FY26 with profit more than doubling. The bigger news: a full retreat from its plan to exit general trade stores.
Honasa triples EBITDA, pays first dividend, sets five-year targets.
Q4 revenue rose 28% to ₹682 crore. The company is now setting ambitious five-year targets for growth and margins.
BlackBuck logs ₹160 cr PAT in first full year, warns of West Asia risk
Revenue rose 55% in FY26; management says conflict could slow trade volumes in the near term.
Honasa's FY26 profit jumps 177% to ₹191 cr; maiden dividend of ₹3
Audited results confirm prior disclosures; the dividend is the stand-out new item, though the market had already absorbed the headline numbers.
Honasa confirms strong FY26 with 177% profit surge, maiden dividend
Audited results validate already-disclosed performance; unmodified opinion adds credibility.
Nykaa crosses $1B revenue, profit surges 183% in FY26
Annual results show strong margin expansion. Revenue up 26% to ₹10,022 cr, net profit at ₹204 cr.
Honasa posts record Q4 revenue, doubles profit, declares maiden dividend
Third consecutive quarter of 20%+ growth; ₹3 per share dividend signals management confidence in cash flows.
Honasa PAT jumps 177% as board declares maiden dividend
FY26 revenue up 14% to ₹2,305.4 crore; Q4 PAT rises 162% to ₹64.5 crore; board recommends ₹3 per share dividend.
Nykaa Q4 profit quadruples to ₹78 cr, as earlier flagged
The earnings were pre-empted by a business update; only new item is a ₹9.4 cr minority stake buy in Earth Rhythm.