₹10032.0
-1.03% today
· 30d -4.89%
as of 2026-11-09
Price · Daily Candles
“OFSS: Oracle's software arm surges on Q1 profit double, nears 52-week high.”
Oracle Financial Services Software (OFSS) delivered a strong Q1 2026, with net profit soaring by 120.52% YoY to ₹1,416 Cr and revenue increasing by 68.73% YoY to ₹3,125 Cr. The stock trades at a TTM PE of 29.38, supported by an impressive ROCE of 45.0% and a high profit margin of 38.15%.
BULL CASE
+Q1 2026 net profit more than doubled, up 120.52% YoY to ₹1,416 Cr.
+Quarterly revenue saw significant growth, rising 68.73% YoY to ₹3,125 Cr.
+The company maintains a high profitability with an OPM of 61.01% in Q1 2026.
+Share price has seen strong momentum, up 51.29% over the last 6 months and is only 2.0% off its 52-week high of ₹11,979.0.
BEAR CASE
−Annual net profit growth in FY26 was modest at 10.91% YoY to ₹2,639 Cr.
−ML predictions for Free Cash Flow (FCF) growth show a weak rank (0.387 for recent 2Y) and potential compression in the near term, with 'model unreliable' noted for intrinsic value due to projected FCF decline.
−DIIs reduced their stake by 0.33% QoQ to 8.79% in Q1 2026.
−The stock is trading at a PE of 29.38, which is higher than some peers like KPITTECH (29.07) and NEWGEN (25.1).
⟳ What Changed
₹ Latest Earnings · Q ending 2026-09-30
REVENUE
₹1907 Cr
+6.59% YoY
NET PROFIT
₹702 Cr
+28.62% YoY
OPM
50.26%
+5.97pp YoY
EPS
₹80.66
PE 29.38
Intrinsic value · DCF ₹10116.79 · Margin of safety +0.8% (fair) · FCF yield 2.97%
◇ Sector Position
OFSS trades at a TTM PE of 29.38 with a ROCE of 45.0%, positioning it among higher-ROCE, moderate-PE software peers like KPITTECH (PE 29.07, ROCE 43.18%) but with a significantly higher ROCE than many industry counterparts like PAYTM (PE 140.83, ROCE 0.29%).
PEERPEROCE %
OFSS29.3845.0
+ 2 more peers — sign in to view
ML Forward Growth Predictions 🔒
68
SCORE / 100
Overall
6-axis composite of the sections below.
Performance
STRONG
75
Valuation
REASONABLE
60
Growth
STRONG
73
Profitability
HIGH
100
Technicals
WEAK
47
Risk
MODERATE
50
Key Stats
TTM PE
29.38
P/B
14.78
52W HIGH
₹12353.0
OFF HIGH
-18.79%
DIV YIELD
5.73%
MKT CAP
₹87158 Cr
◉ Active Signals
MACDNeutral61.4204
RSI(14)Neutral42.65
Street Consensus
2 analysts₹13050.0
mean target
Low ₹11750.0Now ₹10032.0High ₹14350.0
⧉ Strategy Fit 🔒