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Earnings Call

Datamatics Global Services Earnings Call: Key Takeaways

Datamatics achieved record FY26 EBITDA margins despite exceptional non-cash charges. Management is pivoting toward AI-led transformation through their new TrueAI platform while facing transient headwinds in the Digital Experiences segment.

Why this was an Alfa AlertNot a filter event. Guided growth for FY27 is ~8%, below the 50% threshold.
Highlights
Revenue growthFY26 revenue up 15.3% YoY to ₹1,987.2cr.
MarginsRecord 18.7% EBITDA margin; targeting 50-100bps expansion next year.
Order bookRobust and strong, supporting high single-digit growth guidance for FY27.
Demand visibilitySteady demand for digital transformation, specifically in BFSI and logistics.
Management confidenceConfident, focusing on AI-led operational efficiencies and margin stability.

Growth

FY26 revenue grew 15.3% to ₹1,987.2cr; EBITDA surged 62.1% to a record 18.7% margin.

Outlook

Guided for high single-digit organic growth (approx. 8%) for FY27 with 50-100bps margin expansion.

Risks

One-time ₹65cr exceptional charge for subsidiary payouts and labor code changes impacted reported PAT.

Source

Earnings Call filed with BSE, NSE: DATAMATICS. Summary written with AI assistance from the document.

Read the document ↗

Datamatics Global Services Ltd: key numbers

Share price
₹807.60
Market cap
₹4,773 Cr
Revenue (annual)
₹1,987 Cr
Net profit (annual)
₹194.2 Cr
P/E (TTM)
22.1×Sector 22.1×
Promoter holding
66.33%+0.00% QoQ
FII holding
0.50%Current quarter

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

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