DATAMATICSBSEDatamatics Global Services LtdMediumNeutral
Announced Thu, 21 May · 19:54 IST

Please find attached Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

DATAMATICS · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.0%1-day move
₹810.90
prior close
₹799.05
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-4.6-3.4-3.6-3.4-3.0-5.5-3.3-5.8-0.8-2.1-1.5-0.6+2.6
Up moveDown movePending
AI summary

Datamatics reported FY26 revenue of INR 1,987 crore, up 15.3% YoY, with a 5-year revenue CAGR of 14.2%. The company achieved significant margin improvement with EBITDA margin expanding to 18.7% in FY26 (up from 13.3%) and EBIT margin at 14.5% (up from 10.5%). Q4 FY26 revenue was INR 519.3 crore with EBITDA margin of 21.3% and EBIT margin of 16.9%. However, full-year PAT declined 5.3% to INR 194.2 crore due to INR 40.85 crore exceptional charge for contingent acquisition consideration and INR 24 crore labour code restructuring impact. The company maintains a strong balance sheet with net cash and investments of INR 639 crore. The Board recommended dividend of INR 5 per share. Digital Operations drove strong performance with 23.2% EBIT margin in Q4, while Digital Experiences margin contracted to 4.4%.

Likely market impact

The strong margin expansion reflects operational efficiency gains and likely AI-driven productivity improvements, though the PAT decline due to exceptional items is a concern. The robust cash position and improving profitability metrics are positive signals for shareholders.