ALFA Finder
The call ran from 2:01 PM to 2:44 PM IST (43 min).
Key takeaways
Record Q2 revenue ₹4,816 Cr (+28.1%) and PAT ₹111 Cr (+37.1%); working capital outflow ₹272 Cr, mostly an international collection delay.
| Revenue growth | +28.1% YoY, +18.6% organic; +4.6% QoQ. |
|---|---|
| Margins | Group margin 4.6%, +16bps YoY; India 5.2% to 5.4% since Q4. |
| Demand visibility | Labour-code repricing benefit ahead; states still rolling out minimum wages. |
| Management confidence | Confident but hedged; labour-code benefits framed as qualitative, unquantified. |
Growth
Organic revenue +18.6% YoY; EBITDA +32.7% outpacing revenue; margin 4.6%, +16bps YoY.
Outlook
Guides 15–18% overall growth (no year stated); net debt/EBITDA target ~1x.
Risks
Operating cash flow -₹99 Cr; net debt/EBITDA 1.24x vs 1.05x; Australian wage pass-through lags contracts.
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
SIS Q2 FY27 Results: Net Profit ₹110.7 Cr, Up 37.2% YoY
SIS Ltd reported revenue from operations of ₹4,816 Cr (+28.1% YoY) and net profit of ₹110.7 Cr (+37.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹110.7 Cr · +37.2% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targeting 15% annual profit growth and 15% ROCE, aiming for 5.5-6% Indian EBITDA margins.
Growth they described
Revenue grew 29.7% YoY to 4,604 Cr; EBITDA increased 36.2% YoY but remained flat sequentially at 207 Cr.
Call details
| Company | SIS LIMITED |
|---|---|
| NSE symbol | SIS |
| ISIN | INE285J01028 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 2:00 PM IST |
| Length | 43 min |
| Audio | Our stream on YouTube ↗ |
SIS LIMITED: key numbers
- Share price
- ₹381.75
- Market cap
- ₹5,396 Cr
- Revenue (annual)
- ₹15,982 Cr
- Net profit (annual)
- ₹137.8 Cr
- P/E (TTM)
- 30.6×Sector 47.2×
- Promoter holding
- 71.84%-0.02% QoQ
- FII holding
- 14.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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