Transcript of the Earnings Conference Call

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

DIGITIDE · price

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AI summary

Digitide Solutions reported Q4 FY26 revenue of INR 800 crores (9.2% YoY growth) with full-year FY26 revenue at INR 3,080 crores (7.1% YoY). Tech and Digital segment grew 27.2% YoY to INR 249 crores, now comprising 31% of total revenue. International revenue reached INR 304 crores (16.4% YoY), representing 38.1% of the revenue mix. EBITDA stood at INR 88 crores with 11% margin, while adjusted PAT for Q4 was INR 11 crores and full-year adjusted PAT was INR 70 crores. The company added 114 new logos in FY26 with TCV bookings of INR 2,355 crores. Management guided for 100 basis point margin expansion in FY27 and is evaluating 6 acquisition targets with 2 at advanced stage.

Likely market impact

Strong quarter with improving mix toward higher-value Tech and Digital services and international expansion. Management's 100 bps margin expansion guidance for FY27 and acquisition pipeline provide visibility, though near-term PAT remains compressed due to corporate transition costs.