Digitide Q2 FY26 earnings call transcript: revenue up 7% YoY

Management guided margin improvementManagement guided margin pressureOrder pipeline disclosedMulti-year targets disclosedInvestor Communications View source PDF Explain this filing

DIGITIDE · price

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Nifty Microcap 250market · in no size index; the smallest one is used-0.3%-0.3% vs market

IT Enabled Services peers, median of 69sector-0.1%-0.5% vs sector

On the reaction day the stock moved 0.3 pts less than Nifty Microcap 250 and 0.5 pts less than its IT Enabled Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Q2 FY26 revenue rose 7% YoY to INR764 crores, with tech and digital segment up 23% YoY at INR228 crores (now 30% of revenue). EBITDA was INR85 crores, margin stable at 11.1%. Adjusted PAT INR17 crores, reported PAT INR3 crores after demerger costs. TCV bookings INR550 crores for third straight quarter. International now 37% of revenue. Targets USD1 billion by FY31 with 200-300 bps margin expansion, expecting margin uptick from Q4 FY26.

Likely market impact

Management sees margin recovery from Q4 FY26; long-term USD1 billion revenue target by FY31 backed by AI and tech focus.