Tuesday, 3 November 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

Digitide Solutions Investor Presentation: Key Takeaways

Q2FY27 revenue ₹759.6 Cr (−0.6% YoY), EBITDA ₹78.8 Cr at 10.4% margin (+45bps QoQ), reported PAT ₹8.9 Cr. TCV ₹400 Cr (+95% QoQ); AI-led revenue ₹30.5 Cr.

Highlights
Revenue growthRevenue −0.6% YoY, −2.0% QoQ
MarginsEBITDA margin 10.4%, +45bps QoQ, −78bps YoY
Demand visibilityTCV ₹400 Cr, +95% QoQ

Growth

Revenue down 0.6% YoY, 2.0% QoQ; H1 up 2.3%. International up 13.5% YoY to ₹323 Cr; T&D up 6.6% YoY.

Outlook

No numeric guidance given. Priorities: scale GTM, accelerate AI, right-size costs, enforce working capital discipline.

Risks

BPM revenue −3.7% YoY, BPM EBITDA margin −177bps YoY. Wage revisions and provisions for older receivables; DSO rose to 84 days.

Last quarter's promises, checked

Delivered

  • Improve book-to-bill; Q1 TCV ₹205 Cr → Q2 TCV ₹400 Cr, +95% QoQ (= BEAT)

Partly delivered

  • Q1 margin trough, FY27 expansion → Q2 +45bps QoQ but −78bps YoY (= PARTIAL)
  • AI funnel ₹100–150 Cr → AI-led revenue ₹30.5 Cr, conversion undisclosed (= PARTIAL)
  • Wage-cost repricing → contracts renegotiated, recovery unquantified (= PARTIAL)

Missed

  • FY27 EBITDA margin +200bps → Q2 margin −78bps YoY (= MISS)
  • Double-digit FY27 revenue growth (per prior calls, not reaffirmed) → H1 +2.3% YoY (= MISS)
  • DSO to normalise from 82 days → 84 days (= MISS)
Source

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

Read the document ↗

Digitide Solutions Ltd: key numbers

Share price
₹63.57
Market cap
₹948.3 Cr
Revenue (annual)
₹3,080 Cr
Net profit (annual)
₹-16.35 Cr
P/E (TTM)
-39.1×Sector 23.5×
Promoter holding
57.31%-0.02% QoQ
FII holding
6.85%Current quarter

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

More from Digitide Solutions Ltd

All →