Quick Heal Technologies Limited (QUICKHEAL) Earnings Call Transcripts

Quick Heal Technologies Limited's Latest Earnings Call - Q4 FY2026

In Q4 and FY '26, Quick Heal Technologies Limited reported a significant decline in profitability, posting a loss of INR 10 crores for the year compared to a profit of INR 100 crores in prior years. Revenue for FY '26 was INR 261 crores, down from INR 280 crores in FY '25, primarily due to challenges in the consumer segment. Management indicated a strategic shift towards enterprise solutions, which now contribute over 50% of revenue, and expressed optimism about future growth despite current headwinds.

Reported metrics

Guidance from management

Management indicated that the current transition phase will last for 2 to 3 more quarters, with expectations of improved performance in the enterprise segment as they continue to invest in AI and new product offerings.

What management said

So Devan, thank you. In our commentary, we have clearly stated that this will be there for some more time. But this is a transitionary phase. We are getting ready for the future and...

So we would not be able to comment on this. But yes, our cost structure almost remains fixed being 60% is the manpower cost and other cost is OpEx, which is almost fixed. So there will be some pain on revenue, especially in the consumer business.

What analysts pressed on

Analysts expressed concerns about the prolonged downturn in the consumer segment and whether the company can navigate through the transition without further revenue declines. There were also questions regarding the effectiveness of AI integration in driving future growth.

Main topics on the call

• Transition to Enterprise Solutions — Management highlighted a strategic transformation from a B2C antivirus company to a holistic cybersecurity provider, with enterprise solutions now representing over 50% of revenue. Dr. Kailash Katkar stated, "I envision ...
• Decline in Consumer Business — The consumer segment continues to face significant headwinds, exacerbated by a 400% increase in IT hardware prices. This has led to a decline in revenue and profitability, with management noting that "the consumer vertic...
• Investment in AI and Cybersecurity — Management emphasized the integration of AI across their cybersecurity stack, stating, "AI is being used like anything across" various functions. This positions Quick Heal to adapt to the rapidly evolving cybersecurity l...
• Deferred Revenue Growth — Deferred revenue increased to INR 34 crores from INR 14 crores year-over-year, indicating a growing backlog of future revenue. This growth in deferred revenue supports management's confidence in the enterprise business's...

Read the full Quick Heal Technologies Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Quick Heal Technologies Limited earnings call transcripts on record, spanning February 6, 2020 to October 28, 2026. Based on this history, Quick Heal Technologies Limited reports quarterly. The most recent call on file is dated October 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

QUICKHEAL

Exchange

NSEI

Country

IN

Sector

Information Technology

Industry

Software

Calls on record

23

First call

February 6, 2020

Most recent

October 28, 2026

Reporting cadence

quarterly