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Earnings Call

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.

Why this was an Alfa AlertEBITDA margin beat: Management confirmed exceeding guidance (25.3% achieved vs guidance provided at Q3 end).
Highlights
Revenue growth29.1% YoY in INR; 23.6% in constant currency.
MarginsEBITDA margin 25.3%; FY27 guidance 24-25% due to mix shift.
Order book$30.7M steady state ACV signed in Q4.
Demand visibilityStrong; pipeline of ₹570-575M TCV; 17 new clients added.
Management confidenceHigh; confident in FY27 double-digit organic growth despite macro headwinds.

Growth

FY26 revenue up 29.1% (INR) and 23.6% (CC). Adjusted PAT rose 39.5% to ₹11,306 million with 15.7% margin.

Outlook

FY27 guidance: low double-digit organic growth (CC) and 24%-25% adjusted EBITDA margin; debt to be repaid by year-end.

Risks

AI-driven revenue compression predicted at 2% for FY27; healthcare regulatory changes and wage hike pressures.

Source

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

Read the document ↗

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 Other Announcement

Sagility Limited informs shareholders that dividend payments have been processed. Shareholders with rejected payments must update KYC details with their DPs to receive withheld funds.