DATAMATICSNSEDatamatics Global Services Limited· Computers - SoftwareMediumNeutral
Announced Thu, 15 May · 17:38 IST

Datamatics Global Services Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

DATAMATICS · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Datamatics reported FY25 revenue of ₹1,723 crore, up 11.2% YoY, with Q4FY25 revenue growing 20.5% YoY to ₹497 crore driven by strong performance in Digital Operations (+31.6% YoY). However, profitability was under pressure — FY25 EBITDA margin fell to 13.3% (from 15.7%) and EBIT margin dropped to 10.5% (from 13.4%), reflecting margin compression across all three business segments. Full-year PAT after NCI rose modestly 3.4% to ₹205 crore, while Q4FY25 PAT at ₹44.9 crore declined YoY partly due to exceptional items linked to the TNQ Tech acquisition completed in Dec 2024. The company added 7 new clients in Q4, maintains a net cash position of ₹415 crore, and the Board has recommended a ₹5/share dividend (100% on face value).

Likely market impact

Mixed signals for shareholders — solid top-line growth and a healthy net-cash balance sheet with a full dividend are positives, but the sharp ~240-290 bps decline in EBITDA/EBIT margins and weak Q4 PAT raise concerns about profitability. Watch margin trajectory in FY26 and the integration impact of the TNQ Tech acquisition on Digital Operations.