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Investor Presentation

TeamLease Services Investor Presentation: Key Takeaways

TeamLease reports Q1FY27 revenue of ₹3,056Cr (+6% YoY) with EBITDA at ₹32Cr. Strategy focuses on Global Capability Centres (GCC) and navigating new Labour Code transitions.

Highlights
Revenue growth6% YoY, 4% QoQ
MarginsEBITDA margin 1.05%; -52 bps QoQ drop
Order book127 new logos added in Q1FY27
Demand visibilityStrong in GCC/Specialised Staffing; weak in BFSI
Management confidenceHigh in GCC and Regtech contribution

Growth

Revenue +6% YoY; PBT +38% YoY to ₹36Cr; PAT +38% YoY to ₹34Cr; Specialised Staffing revenue grew 21% YoY.

Outlook

Completed ₹238Cr buyback; Regtech segment turned positive; focus on high-margin GCC and Specialised Staffing demand.

Risks

BFSI hiring headwinds, softer general hiring trends, and near-term costs from 50%-of-CTC wage definition compliance.

Last quarter's promises, checked

Delivered

  • Guided H1FY27 positive headcount → delivered H1FY27 positive growth (= BEAT)
  • Targeted 20% EBITDA growth for FY27 → delivered 38% PBT growth (= BEAT)
  • Targeted RegTech MRR growth → delivered segment turned positive (= BEAT)

Partly delivered

  • Guided 10,000 headcount exit in H1FY27 → delivered -3% YoY headcount contraction (= PARTIAL)

Missed

  • Guided margin expansion in General Staffing → delivered -52 bps QoQ drop (= MISS)
Source

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

Read the document ↗

TeamLease Services Ltd: key numbers

Share price
₹1,173.00
Market cap
₹1,967 Cr
Revenue (annual)
₹11,791 Cr
Net profit (annual)
₹139.7 Cr
P/E (TTM)
13.3×Sector 41.4×
Promoter holding
33.29%+2.18% QoQ
FII holding
8.05%Current quarter

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

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18:26 IST NSE
Other Announcement

TeamLease Services Other Announcement

TeamLease Services Limited has been assigned an ESG rating of 70.4 (B+) by SES ESG Research Pvt. Ltd., based on independent assessment of publicly available information.

17:37 IST NSE
Merger & Restructuring

TeamLease Services Merger & Restructuring Worth ₹1 Cr

TeamLease Services incorporated a new step-down wholly owned subsidiary, TL Business Solutions Inc., in the United States to expand its international staffing business.

Value
₹1.00 Cr
16:28 IST NSE
Merger & Restructuring

TeamLease Services Merger & Restructuring

TeamLease Services completed its exit from its joint venture, Crystal HR and Security Solutions, following the extinguishment of 1,200 equity shares held by the company.

19:09 IST NSE
Annual General Meeting

TeamLease Services Annual General Meeting

TeamLease Services Limited conducted its Twenty-Sixth Annual General Meeting on September 18, 2026. Shareholders adopted financial statements and approved the re-appointment of a director.