Compucom Software Ltd (COMPUSOFT)
🎯 Key Takeaways
- Compucom Software Ltd is in a mature, cash-generating phase with minimal growth and persistent operational losses, characterized by low margins and negative operating leverage. The company operates in the stagnant computer education sector, where revenue remains flat and profitability is elusive, suggesting structural industry headwinds rather than temporary setbacks.
- Revenue grew 1.8% QoQ to ₹8 in Q1FY27.
- ⚠️ Persistent negative operating margins and lack of revenue growth signal structural challenges in the computer education sector.
📖 The Story
Compucom Software Ltd is in a mature, cash-generating phase with minimal growth and persistent operational losses, characterized by low margins and negative operating leverage. The company operates in the stagnant computer education sector, where revenue remains flat and profitability is elusive, suggesting structural industry headwinds rather than temporary setbacks.
📰 What's Happening
Management has focused on governance and shareholder communications, scheduling the 32nd AGM for September 9, 2026 to re-appoint Whole Time Director Vaibhav Suranaa until July 31, 2029, appoint Dr. Arvind Kumar Dwivedi as Independent Director, and approve the Employee Stock Option Scheme 2026. These moves aim to formalize leadership continuity and incentivize employees, though no operational or strategic expansion plans were disclosed. The record date of September 2, 2026, was set for final dividend eligibility tied to the AGM, reflecting a continued emphasis on shareholder returns despite weak financial performance.
Source: Stock Announcements
📊 Quarterly Results (₹ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 8 | 9 | 8 | 8 |
| Operating Profit | 0 | -0 | -4 | -0 |
| OPM % | 1.4% | -3.7% | -51.5% | -6.1% |
| Net Profit | 1 | -0 | 1 | 1 |
| EPS | ₹0.09 | ₹-0.03 | ₹0.14 | ₹0.17 |
Quarterly revenue has remained flat around ₹8-9 crore over the past four quarters, with no meaningful growth or recovery in sight. Operating performance has deteriorated, with operating margins swinging from a low of 1.4% in September 2025 to a steep -51.5% in March 2026, indicating rising cost pressures or pricing erosion. Net profit has fluctuated between small positive and negative values, showing no sustainable earnings trajectory, while EPS has stagnated below ₹0.20, underscoring limited value creation for shareholders.
🔮 Management Outlook & What's Next
Management has not provided forward-looking operational guidance or growth projections in the latest filings, focusing instead on procedural and governance matters such as director re-appointments and ESOP approvals. The only forward-looking statement pertains to leadership tenures and the implementation of the ESOP scheme, which are framed as enabling future growth initiatives and employee retention. No commentary on revenue recovery, margin improvement, or market expansion was included in the recent disclosures.
Extracted from official company announcements. Not StockFin.ai's opinion.
🏦 Balance Sheet (₹ Cr)
| Item | Mar 2025 | Mar 2025 | Mar 2026 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 16 | 16 | 16 | 16 |
| Reserves | 123 | 125 | 125 | 126 |
| Borrowings | 59 | 30 | 46 | 49 |
| Total Liabilities | 222 | 191 | 209 | 203 |
| Fixed Assets | 23 | 20 | 17 | 45 |
| Investments | 0 | 0 | 0 | 0 |
| Total Assets | 222 | 191 | 209 | 203 |
The balance sheet shows stable equity of ₹16 crore and modestly rising reserves, suggesting retained earnings are minimal and not building up significantly. Borrowings have increased slightly to ₹49 crore from ₹30 crore year-on-year, but remain low relative to asset base, indicating conservative leverage. Total assets have grown marginally, reflecting capital investment with little evidence of asset base expansion or efficiency gains driving returns.
💰 Cash Flow Statement (₹ Cr)
| Item | Mar 2025 |
|---|---|
| Operating | +37 |
| Investing | -20 |
| Financing | -16 |
| Net Cash Flow | +1 |
👥 Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 71.0% | 71.1% | 71.5% | 71.6% |
| FII | 0.0% | 0.0% | 0.0% | 0.0% |
| DII | 0.0% | 0.0% | 0.0% | 0.0% |
| Public | 23.1% | 22.9% | 22.6% | 22.5% |
| # Shareholders | 34,144 | 33,421 | 33,196 | 32,584 |
Promoter holding remains stable near 71-72%, indicating no dilution or stake sales, while institutional (FII) and mutual fund (DII) holdings are negligible and unchanged. The shrinking public shareholder base — from 34,144 to 32,584 shareholders — may reflect retail exit, but with no significant selling by promoters or institutions, there is no clear signal of confidence or concern from major investors.
⚖️ Peer Comparison — Computer Education
| Company | MCap (₹ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| NIITMTS | 3,175 | 12.4 | 28.3% | 21.1% | 0.06 |
| NIITLTD | 1,385 | 151.3 | 1.5% | 0.9% | 0.00 |
| APTECHT | 533 | 21.8 | 10.6% | 6.8% | 0.00 |
| ZEELEARN | 244 | 4.3 | 21.8% | 23.0% | 1.81 |
| COMPUSOFT | 106 | 36.3 | 4.5% | 2.1% | 0.21 |
| 526709 | 79 | 88.4 | 3.8% | 3.8% | 0.00 |
| 517063 | 76 | — | -6.6% | -7.3% | 0.01 |
| 531840 | 37 | — | -6.1% | -8.4% | 0.06 |
| UMESLTD | 13 | 36.0 | 2.8% | 2.7% | 0.05 |
| EDUCOMP | 11 | — | 45.7% | 14.9% | -0.86 |
⚠️ Risk Factors
1. Persistent negative operating margins and lack of revenue growth signal structural challenges in the computer education sector. 2. Reliance on volatile or one-time income sources, given the volatility in profitability. 3. Low ROE and ROCE suggest capital is not being used efficiently to generate returns. 4. Minimal institutional interest and stagnant shareholder base may limit liquidity and market interest.
📋 Recent Filings
-
Announcement 18 August 2026Compucom Software Limited announced it received a work order from Rajasthan Skill and Livelihoods Development Corporation to implement DDU-GKY trainin...
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🔴 annual report 13 August 2026Compucom Software Limited announced its 32nd Annual General Meeting scheduled for September 9, 2026, to approve key items including the re-appointment...
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🔴 annual report 13 August 2026Compucom Software Limited announced that its 32nd Annual General Meeting will be held on September 9, 2026 via video conference for the financial year...
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🔴 Corporate Action 1 August 2026Compucom Software Limited announced a record date of September 2, 2026, to determine eligibility for the final dividend of FY 2025-26, tied to its 32n...
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🟡 Board Meeting 1 August 2026The Board of Compucom Software Limited approved unaudited standalone and consolidated financial results for the quarter ended 30 June 2026, recorded t...
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Financial Results 25 June 2026Compucom Software Limited announced that its trading window will close on 1 July 2026 for all designated persons and their immediate relatives until 4...
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🔴 Announcement 23 June 2026Compucom Software announced a credit rating from CARE Ratings on its bank facilities, assigning a CARE BBB- rating with a negative outlook for long-te...
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share transfer 9 June 2026Compucom Software Limited disclosed that SEBI's special window for re-lodging physical share transfers opened February 5, 2026 to February 4, 2027, an...
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share transfer 6 June 2026Compucom Software Limited informed shareholders holding physical shares that it has dispatched a mandatory SEBI-mandated intimation letter requiring t...
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regulation 31 5 June 2026No summary available
🧠 Analyst's Read
Compucom Software Ltd appears to be a cash-generating but stagnant entity with no visible catalysts for improvement, operating in a declining industry with limited scalability. Investors should monitor whether the upcoming AGM leads to any strategic shifts or operational updates, but current disclosures offer no indication of a turnaround or growth resurgence.
Based on filing content and financial data. Not a recommendation.
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-02.
Editorial & Data Transparency Notice
This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.
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