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Earnings Call

SIS Earnings Call: Key Takeaways

SIS Limited delivered a milestone quarter with highest-ever revenue and EBITDA, driven by the APS acquisition and steady organic growth across segments. Management is pivoting towards a 'compounder' narrative, targeting a ₹500 crore PAT mark.

Highlights
Revenue growth31% YoY growth, hitting record ₹4,489 crore quarterly revenue.
MarginsEBITDA margins stable at 4.6% consolidated; India security at 5.5%.
Order bookStrong monthly revenue run rate now at ₹1,574 crore.
Demand visibilityStrong; international events and domestic industrial demand driving scale.
Management confidenceHighly optimistic, emphasizing 'compounder' status and 15/15 growth/ROCE formula.

Growth

Revenue grew 31% YoY to ₹4,489 crore, aided by APS consolidation; India Security grew 34.2%.

Outlook

Targeting 15% revenue growth and 15% ROCE; aspiring for ₹500 crore PAT.

Risks

Integration of APS and potential margin dilution; dependency on labor code implementation for structural upsides.

Source

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

Read the document ↗

SIS Ltd: key numbers

Share price
₹418.40
Market cap
₹5,914 Cr
Revenue (annual)
₹15,982 Cr
Net profit (annual)
₹137.8 Cr
P/E (TTM)
40.4×Sector 41.4×
Promoter holding
71.86%-0.02% QoQ
FII holding
13.27%Current quarter

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

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18:14 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited repurchased 25,000 equity shares at an average price of ₹422.55 per share, totalling approximately ₹1.06 Crore, under its ongoing open market buyback program.

Value
₹1.06 Cr
17:36 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited repurchased 30,000 equity shares on September 23, 2026, at an average price of ₹429.38 per share, for a total of ₹1.29 Crore.

Value
₹1.29 Cr
18:53 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited repurchased 50,000 equity shares on September 22, 2026, at an average price of ₹428.32 per share, totaling approximately ₹2.14 Crore.

Value
₹2.14 Cr
17:25 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited repurchased 60,000 equity shares on September 21, 2026, at an average price of ₹431.13 per share under its ongoing buyback program.

Value
₹2.59 Cr
18:52 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited repurchased 69,483 equity shares at an average price of ₹428.99 per share on September 18, 2026. The total consideration for this daily buyback is ₹2.98 Crore.

Value
₹2.98 Cr
22:40 IST BSE
Capital Structure Change

SIS Capital Structure Change

SIS Limited bought back 1,00,000 equity shares at an average price of ₹424.44 per share. The transaction value amounts to approximately ₹4.24 Crore.

Value
₹4.24 Cr