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Earnings Call Transcript

Sagility Earnings Call Transcript: Key Takeaways

Sagility reported Q1 FY27 revenue of INR 19,635M, up 27.6% YoY. Strategy focuses on AI-led orchestration via the Synchrony platform and clinical service expansion through the CareSeed acquisition.

Guidance and delivery
Management target Revenue 10.0% FY27
Highlights
Revenue growth27.6% YoY in INR terms
MarginsTargeting 24-25% margins by offsetting wage hikes with FX gains
Order book$35.3M ACV signed in Q1 across 19 clients
Demand visibilityStrong seasonal recurring revenue in Q3/Q4 from open enrolment
Management confidenceHigh; reiterating full-year guidance despite macro pressures

Growth

Organic constant currency revenue grew 14.9% YoY. Adjusted EBITDA margin held at 24% despite minimum wage headwinds.

Outlook

FY27 guidance reiterated at low double-digit organic growth and 24-25% EBITDA margins; company expects full debt repayment by year-end.

Risks

Statutory minimum wage revisions in Karnataka and Telangana created a 120 bps margin headwind for FY27.

Last quarter's promises, checked

Delivered

  • Guided 24-25% EBITDA margin → delivered 25.3% (= BEAT)
  • Guided low double-digit organic growth → delivered 15% (= BEAT)
  • Guided 5.5% seasonal revenue → delivered 6% (= BEAT)

Partly delivered

  • Guided debt reduction → repaid partially, on track for FY27 (= PARTIAL)
Source

Earnings Call Transcript 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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