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Earnings Call

Zensar Technologies Earnings Call: Key Takeaways

Zensar reported FY26 revenue of $643.7M (+3.1% YoY) with a PAT margin of 13.5%. The company is pivoting toward an 'AI-Native' strategy for FY27 growth.

Why this was an Alfa AlertNot a filter event. Results show steady growth but no 10%+ beat over explicit prior management guidance.
Highlights
Revenue growth$643.7M, +3.1% YoY in FY26.
MarginsEBITDA 16.0% (+50bps); Gross Margin 31.9% (+220bps).
Order book$912.7M, up 17.8% YoY.
Demand visibilityStrong $912.7M order book; 36% AI-influenced.
Management confidenceHigh focus on AI-Native organization by design.

Growth

Revenue grew 3.1% YoY to $643.7M; Net Profit reached $87M (13.5% margin); Order book rose 17.8% to $912.7M.

Outlook

FY27 focus on AI-Native transformation, large deal execution, and verticalization. Dividend increased to ₹15/share (~44% payout).

Risks

Macro headwinds: US immigration tightening, client budget cuts, and Nifty IT index decline impacting sentiment.

Source

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

Read the document ↗

Zensar Technologies Ltd: key numbers

Share price
₹434.90
Market cap
₹9,897 Cr
Revenue (annual)
₹5,687 Cr
Net profit (annual)
₹774.6 Cr
P/E (TTM)
12.8×Sector 22.1×
Promoter holding
48.99%-0.01% QoQ
FII holding
10.73%Current quarter

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

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