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Tecsys (TCS) investor relations material
Tecsys Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary5 Sep, 2025
Executive summary
Q1 fiscal 2026 SaaS revenue grew 25% year-over-year to $19.1M, driving total revenue up 9% to $46M, with strong presence in healthcare and general distribution markets.
Adjusted EBITDA rose 24% to $3.2M, and net profit remained steady at $0.8M ($0.05 per share).
SaaS ARR reached $79.3M, up 21% year-over-year, and professional services revenue grew 20%.
New customer wins included a major biomedical brand, with continued expansion in healthcare and general distribution verticals.
Investments in innovation (Tecsys IQ, generative AI) and India operations are accelerating product delivery and market differentiation.
Financial highlights
SaaS revenue: $19.1M (+25% YoY); Professional services revenue: $16M (+20% YoY); total revenue: $46M (+9% YoY).
SaaS ARR: $79.3M (+21% YoY); SaaS RPO: $226.3M (+16% YoY).
Adjusted EBITDA: $3.2M (+24% YoY); net profit: $0.8M; EPS: $0.05 (basic and diluted).
Gross margin improved to 51% from 47% YoY; gross profit reached $23.6M.
Cash and short-term investments: $19.2M; $0.8M used for share buybacks; quarterly dividend of $0.085 per share approved.
Outlook and guidance
Full-year fiscal 2026 guidance: SaaS revenue growth 20%-22%, total revenue growth 8%-10%, adjusted EBITDA margin 8%-9%.
SaaS ARR and RPO provide strong visibility; 92% of SaaS revenue forecast is already booked.
Pipeline remains robust, especially in healthcare, pharmacy, and targeted distribution verticals.
Projected SaaS margin expansion, with consolidated SaaS margin expected to reach 75% by FY2028.
Maintenance revenue expected to decline 7%-10% annually as SaaS migration slows.
What drove the Q1 investing cash outflow jump?
What factors kept Q1 net profit flat?
What factors support maintaining FY26 guidance?
TecsysIQ's market impact and monetization?
R&D cost trajectory post-FedRAMP?
SaaS migration impact on maintenance base?
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Q2 20264 Dec, 2025
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Frequently asked questions
Tecsys Inc is a Canadian software company that provides supply chain management solutions for distribution, healthcare, and retail organizations. The company offers warehouse management, transportation management, and order fulfillment systems, along with cloud-based and on-premise deployment options. Tecsys Inc is headquartered in Montreal, Canada, and its shares are listed on the TSX.
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