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Earnings Call

Sagility Earnings Call: Key Takeaways

Sagility reported Q1 FY26 revenue of ₹15,389M (up 25.8% YoY) and adjusted EBITDA of ₹3,687M, maintaining 24% margins despite seasonality.

Why this was an Alfa AlertNot a filter event. Management confirmed performance is in line with prior guidance of 23-24% EBITDA margins.
Highlights
Revenue growth25.8% YoY reported; 17.9% organic INR growth.
MarginsAdjusted EBITDA margin at 24% excluding other income/forex.
Order bookPotential ACV of ~$32M won in Q1.
Demand visibilityStrong pipeline; 18 existing and 4 new client wins in Q1.
Management confidenceConfident in 20%+ growth for FY26 including BroadPath.

Growth

Consolidated revenue grew 25.8% YoY (23.1% CC); organic growth was 17.9%. Provider segment grew 34.5%.

Outlook

Guided for 20%+ revenue growth and 24%+ adjusted EBITDA margins for FY26. Focused on AI use cases.

Risks

Potential Medicaid membership reductions due to US policy changes; rising Medicare utilization rates impacting payer margins.

Source

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

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Sagility Ltd: key numbers

Share price
₹44.69
Market cap
₹20,921 Cr
Revenue (annual)
₹7,193 Cr
Net profit (annual)
₹924.8 Cr
P/E (TTM)
21.1×Sector 57.8×
Promoter holding
50.95%+0.00% QoQ
FII holding
9.99%Current quarter

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

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Sagility Earnings Call: Key Takeaways

Sagility Ltd. reported strong FY26 performance with 29.1% revenue growth to ₹71,929 million. Strategy focuses on AI-led healthcare operations and expanding mid-market client presence.