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Investor Presentation

Persistent Systems Investor Presentation: Key Takeaways

Persistent Systems reported strong Q1 FY27 growth with revenue at $452.4M and 16.0% EBIT margin. The company announced a major agreement to acquire Nagarro for an Enterprise Value of ~EUR 1.27B.

Highlights
Revenue growth16.1% YoY in USD; 25 consecutive quarters of sequential growth.
MarginsEBIT margin at 16.0% (+32.7% YoY).
Demand visibilityStrong across BFSI, Healthcare, and Software/Hi-Tech segments.
Management confidenceHigh; pivoting to AI-led, platform-driven services strategy (Sixth Orbit).

Growth

Q1 FY27 revenue grew 16.1% YoY to $452.4M. PAT margin improved to 11.2% (+13.7% YoY).

Outlook

Acquiring Nagarro to reach ~EUR 1B additional revenue; targeting AI-led transformation; EGM in October for $450M equity raise.

Risks

Potential integration risks from Nagarro acquisition; significant dependence on US customers; wage inflation and intense competition.

Source

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

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Persistent Systems Ltd: key numbers

Share price
₹5,372.00
Market cap
₹84,018 Cr
Revenue (annual)
₹14,748 Cr
Net profit (annual)
₹1,865 Cr
P/E (TTM)
43.7×Sector 22.1×
Promoter holding
30.29%+0.00% QoQ
FII holding
20.79%Current quarter

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

More from Persistent Systems Ltd

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17:12 IST NSE
Acquisition

Persistent Systems Acquisition Worth ₹6,682 Cr

Persistent Systems secured an 83.25% stake in Nagarro SE through a voluntary takeover offer and prior agreement. An additional acceptance period runs until October 6, 2026.

Value
₹6,682 Cr
12:35 IST NSE
Business Update

Persistent Systems Business Update

Persistent Systems earned the Databricks Brickbuilder Specialization for BFSI. The certification highlights its expertise in governed AI for financial services.

21:48 IST BSE
Management Change

Persistent Systems Management Change

Cdr. Jayant Shivaji Konde has resigned as Senior Vice President – Administration at Persistent Systems. The resignation is effective September 18, 2026.

14:16 IST NSE
Open Offer

Persistent Systems Open Offer

Persistent Systems confirmed the minimum acceptance condition for its Nagarro SE takeover offer was fulfilled on September 17, 2026. No monetary value is disclosed.

23:17 IST NSE
Annual General Meeting

Persistent Systems Annual General Meeting

Persistent Systems has called an EGM on October 5, 2026, to seek shareholder approval for raising up to USD 1,250 million via debt and securities issuance.

Value
₹11,875 Cr
12:19 IST BSE
Annual General Meeting

Persistent Systems Annual General Meeting

Persistent Systems Limited has issued a notice for an Extraordinary General Meeting (EGM) to be held on October 5, 2026, to discuss borrowing limits and security issuance.