For Investors
with a focus on innovation
We combine competencies and teams into technology clusters to bring them to capital markets and crystallize the group's value.
For more information please contact us by email: ir@softline.ru
in the sector
digital transformation
in 2022–2025
the Group's product
portfolio
services and solutions for digital transformation
in a large and diversified base
in a large and diversified base
Investment attractiveness factors
-
External factors
A large, dynamically developing market
Average annual growth rate of 18% from 2022–2025Growing demand
for innovationPresence in growing
market segments with demand
for innovation -
Strategic factors
Outpacing growth
in the technology market- Leadership in target areas
- M&A
- Organic growth
Focus on creating shareholder value- Investment transparency
- Listing clusters on capital markets
- Development in segments with high multiples
-
Internal factors
Profitability
growth- Proprietary IT products
- Wide service portfolio
Synergy
and management focus- Cluster-based management approach
- Focus on efficiency
- AI adoption
Development strategy
-
Development in high-growth niches
-
Leadership
in focus segments -
Cluster approach
and openness -
Business
profitability -
Investment and value management
Key financial metrics, RUB bn
-
CAGR 23%9%
- Proprietary solutions
- Third-party solutions
-
CAGR 56%26%
- Gross profit margin
- 17%
- 26%
- 31%
- 35%
- Proprietary solutions
- Third-party solutions
-
CAGR 46%14%
Analyst recommendations
Alfa-Bank
as of 01.12.2023
BCS
as of 18.06.2025
Renaissance Capital
as of 31.10.2023
Sber
as of 30.06.2025
Sinara
as of 31.10.2024
Promsvyazbank
as of 19.02.2024
KIT Finance
as of 21.05.2024
News for investors
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In 2025, two clusters were established:
1. fabricaONE.AI. Today, it is one of Russia's leading AI-based software developers with over 20 years of expertise. fabricaONE.AI was formed by consolidating select core assets belonging to PJSC SoftLine into a single cluster. Key areas of focus for fabricaONE.AI include custom software development services, creating shrink-wrapped and industry-specific software solutions using AI technologies, and training IT specialists.
2. SF Tech. This cluster specializes in robotics, lasers, photonic technologies, cybersecurity, and data storage systems. Further active expansion of the cluster's competencies is planned in robotics, additive manufacturing, integrated photonics, telecommunications, IIoT, AI in industry, and telecom equipment manufacturing.
The cluster structure enables us to offer clients comprehensive turnkey industry solutions, improves manageability, and accelerates time-to-market for products.
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According to the current dividend policy, the target dividend payout for 2025 and subsequent years is maintained at no less than 25% of net profit. Learn more
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In October 2024, the Group's Board of Directors approved a share buyback of up to 5% (20 million shares) of the authorized capital within one year. Over 12 months, approximately 15.5 million shares of PJSC SoftLine were repurchased.
In October 2025, a decision was made to extend the share buyback program for another year, while maintaining the total number of shares available for repurchase. In total, from October 2024 to February 2025, more than 18.7 million Company shares were repurchased.
We are confident in the Group's market capitalization growth in the foreseeable future, which is why the decision was made to extend the share buyback program and use the repurchased shares to finance M&A transactions and support employee stock option incentive programs.
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PJSC SoftLine's client portfolio includes over 100.000 corporate clients, including large corporations, small and medium-sized enterprises, as well as more than 2.4 million individuals and sole proprietors.
Among the top 10 largest clients are Sberbank, Alfa-Bank, Rostelecom, CROC, Avito, and others. At the same time, the low level of client concentration minimizes customer dependency risk: in 2024, the top 10 clients accounted for just under 17% of revenue, with the largest client representing 4%.
We serve 84% of the TOP 600 largest companies in Russia (according to Forbes). PJSC SoftLine successfully helps large companies carry out IT business transformation across various industries:
- Industry (ALROSA, SIBUR, Polyus, etc.);
- Retail (Lenta, M.Video, Cloud Technology, etc.);
- Education and healthcare (regional ministries, schools, colleges, universities, and medical institutions);
- Agriculture (Techkorm Nutrition, BVK Group, etc.);
- Energy and utilities (FSK Group, RusHydro, TEC, etc.);
- Transport and logistics (NVRK, S7 Airlines, etc.);
- IT and telecom (Rostelecom, Avito, CROC, STS, MTS, etc.);
- Public sector (Russian Railways, Rosneft, etc.);
- Banking and financial institutions (Sberbank, Alfa-Bank, Sinara Bank, MB RUS, Norvik Bank, etc.).
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Business diversification is one of PJSC SoftLine's key competitive advantages. The Company has the widest product portfolio, comprising proprietary and third-party products and services. Thanks to this ecosystem approach, PJSC SoftLine covers the full range of IT business needs — from shrink-wrapped software to custom comprehensive solutions.
PJSC SoftLine will continue to strengthen its competitive advantage through:
a) effective M&A: we acquire companies with mature, in-demand products that complement SoftLine's offering;
b) development of the cluster structure: this enhances synergy between product lines. -
PJSC SoftLine maintains multiple active communication channels, so you can choose the most convenient way to stay updated with our news:
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