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Info-Tech Systems: cloud software for the region’s small businesses

Summary

As Info-Tech Systems Ltd builds on its landmark debut as the first pure-play SaaS provider on the SGX Mainboard, the Group is accelerating its growth with the recent launch of its flagship CRM solution and the rapid scaling of Info-Tech Academy. Mr Babu Dilip shares more on how the CRM solution and Info-Tech Academy has been complementing the Group's existing services as they look to scale regionally. SAC Capital's Head of Equities Research, Matthias Chan, outlines how Info-Tech is leveraging regional digitalization tailwinds to scale its robust services and capture a larger market share.

Transcript

Infotech Systems Limited is a Singapore-based leading provider for cloud-based human resource management and accounting software systems founded in 2007. The group made its debut on SGX main board in July 2025, making them the first pure-play software service provider to do so. Infotech has recently launched their flagship customer relationship management solution as part of their service offerings. Well, we launched our CRM last month.

Our CRM complements with our existing other products like HR software, accounting software, and is completely seamlessly fully integrated. Unlike like other systems where they have independent CRMs, independent accounting and HR, the integration is getting very painful. For the SMEs, what they need is simple, easy-to-use friendly system which is well integrated. Our CRM will complement to our existing ecosystem to simplify their life and to the business growth there.

Infotech Academy saw huge growth in FY 2025, tripling the services segment for the company as a result of increased demand for training courses, particularly AI-related. Infotech showed strong success in capturing the Singapore and Malaysia market and is mirroring the success in regions like Hong Kong and India. The academy is a very great new pillar, new revenue engine to our system as well as our company. We launched our academy 2 years before.

We identified the potential of academy being the technology evolving. So, whether the companies, individuals, everyone, they wanted to learn, upgrade themselves. We launched the academy 2 years before and well taken up in the market now with the government help and support. We have quite many job-oriented courses like HR courses, accounting courses, and importantly AI courses.

AI courses will benefit for whether it's individual or for businesses to upskill their AI skills to so that they can compete with the current fast-moving AI world. Infotech very successful in Singapore. We replicated our success in other countries, especially in Malaysia, Hong Kong. We just launched our product year before in India.

It's very well very well taken up. 4 billion population. Within a year time, we managed to get more than 1,000 or close to 2,000 customers. The potential is enormous.

Infotech's model provides strong recurring revenue stability. But faces risks from intense competition within the SME software space. Potentially facing pricing pressure amid fragmented rivals and SME customer credit exposure in downturns. Infotech recorded significant growth in FY25.

6%. Supported by their consistently high margins of 85%. Infotech currently trades at PE of 18 times, while the Singapore and regional peers are trading at about 22 times. With a Fort Knox balance sheet and accelerating academy growth and CRM expansion underway, Infotech is primed to capture bigger market share amid Singapore's digitalization tailwinds.