Please find enclosed transcript of Analyst call
CRISIL · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Crisil Limited held its analyst call on April 20, 2026, discussing strong Q1 FY26 performance with revenues up 30.1% YoY and profit after tax growing 45.9% YoY. The company expanded into Canada through the acquisition of PriceMetrix, enhancing its wealth management capabilities. Management highlighted its Gen-AI strategy with products like GenEye Credit, Crisil i360, and ICON, aiming to drive efficiency and client value. The ratings segment grew 20.2% YoY in Q1 2026, supported by strong surveillance fees and new ratings revenue. Management flagged geopolitical uncertainties from the West Asia conflict as a key risk that could impact corporate borrowing and investment decisions. The company expects bank credit growth of around 13% for FY27. As a policy, the company refrains from giving specific quantitative forward guidance.
Strong operational performance with margin expansion, but geopolitical headwinds remain a key monitorable for discretionary spending in global banking clients. Management is actively diversifying into new client segments and geographies to offset potential impact.