Digitide Solutions Limited has informed the Exchange about Transcript
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Digitide Solutions Limited has shared the transcript of its inaugural post-listing earnings call (held June 27, 2025) following its demerger from Quess Corp. For Q4 FY'25, the company reported revenue of INR 733 crores (flat sequentially, 6% YoY growth) with EBITDA margin of 11.2%, down 391 basis points QoQ due to portfolio exits and demerger costs. Full-year FY'25 revenue stood at INR 2,875 crores (6.3% YoY) with EBITDA of INR 401 crores at 14% margin and adjusted PAT of INR 133 crores (after INR 25 crores exceptional demerger costs). The company secured INR 568 crores in TCV bookings in Q4, onboarded 35 new clients, and ended the year with a net cash position of INR 121 crores. Management outlined a '3x3x3' strategy targeting 3x revenue growth to $1 billion by FY'31, with an AI-first approach under the new Pulse.ai brand.
Mixed near-term outlook — management has guided for a 100-150 basis point EBITDA margin dip in FY'26 (exiting at 13-13.5%) due to ongoing investments and portfolio restructuring, which may pressure short-term profitability. However, the company remains net cash positive, has a strong INR 568 crore quarterly TCV, and a 2.2x revenue pipeline, providing visibility on the mid-teens revenue growth guidance and longer-term margin recovery of 200-300 basis points.