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Earnings Call Transcript

Crisil Earnings Call Transcript: Key Takeaways

Crisil reported strong Q1 FY26 performance with 30.1% revenue growth and 35.7% PBT growth, driven by Ratings leadership and Research momentum. The firm is aggressively integrating GenAI into its domain-led analytics products.

Highlights
Revenue growth30.1% YoY for Q1 FY26.
MarginsRatings margin at 50.5%; Research & Solutions margin at 22.7%.
Demand visibilityStrong demand for risk, credit lending, and data analytics solutions.
Management confidenceHigh; citing leadership and resilient performance.

Growth

Q1 FY26 revenue at ₹1,058 crore (+30.1% YoY) and PAT at ₹233 crore (+45.9% YoY). Ratings grew 20.2%; Research/Analytics grew 34.9%.

Outlook

Interim dividend of ₹9 declared. Focus remains on scaling GenAI-native products (GenEye, DeepMine) and maintaining analytical leadership amidst macro uncertainty.

Risks

Global geopolitical tensions in Middle East, foreign exchange volatility, and potential disruption from GenAI evolution.

Last quarter's promises, checked

Delivered

  • Revenues grew by 11.9% in FY25 → delivered 30.1% in Q1 FY26 (= BEAT)
  • Profit before tax increased 12.4% in FY25 → delivered 35.7% in Q1 FY26 (= BEAT)
  • Dividend of ₹8 in Q1 FY25 → delivered ₹9 in Q1 FY26 (= BEAT)
Source

Earnings Call Transcript filed with NSE, NSE: CRISIL. Summary written with AI assistance from the document.

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Crisil Ltd: key numbers

Share price
₹4,520.00
Market cap
₹33,055 Cr
Revenue (annual)
₹3,649 Cr
Net profit (annual)
₹766.0 Cr
P/E (TTM)
37.4×Sector 22.0×
Promoter holding
66.64%+0.00% QoQ
FII holding
6.38%Current quarter

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

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