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Investor Presentation

Coforge Investor Presentation: Key Takeaways

Coforge Q1 FY27 results show 49% YoY revenue growth (INR) and 110% YoY PAT increase, significantly boosted by the Encora acquisition. Management highlights strong AI-led demand and record order book visibility.

Guidance and delivery
EBITDA Margin: guided vs achieved 16.00% achieved Guided 15.50%, 3.2% above the top of the range; confirmed by management
Highlights
Revenue growth49% YoY in INR terms; 33.3% in USD terms.
MarginsEBIT margin 16.0%, up 414 bps YoY.
Order book$691Mn fresh intake; $2.23Bn 12-month executable book.
Demand visibilityRecord visibility with $2.23Bn executable order book.
Management confidenceHigh; citing 'exceptional performance year' for FY27.

Growth

Revenue reached $592.2Mn (+33.3% YoY). EBIT grew 80% YoY to $94.5Mn with margins at 16%.

Outlook

EBIT margin guidance of 15.5% for FY27; Q1 achieved 16.0%. Order book at $2.23Bn provides strong visibility.

Risks

Integration of large acquisitions (Encora), high attrition at 10.4%, and macroeconomic uncertainty in key geographies.

Source

Investor Presentation filed with BSE, NSE: COFORGE. Summary written with AI assistance from the document.

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Coforge Ltd: key numbers

Share price
₹1,784.00
Market cap
₹79,027 Cr
Revenue (annual)
₹16,403 Cr
Net profit (annual)
₹1,556 Cr
P/E (TTM)
45.0×Sector 22.1×
Promoter holding
0.00%+0.00% QoQ
FII holding
24.31%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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