LTM Q1 FY27 earnings call transcript filed

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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

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AI summary

Q1 FY27 revenue at USD 1,224M, up 6.4% YoY in constant currency, 0.3% QoQ. EBIT margin expanded 40 bps QoQ to 15.5%, up 120 bps YoY despite wage hikes. PAT at Rs 1,469 Cr, up 17.1% YoY. Order book stable at USD 1.7B with two large deal wins. AI revenue across Creative, Industrial and Business AI at about USD 150M quarterly run rate. Headcount at 87,886, utilization 86.4 percent. Management expects growth to accelerate from Q2 with further margin expansion. Randstad Tech acquisition on track to close early Q3.

Likely market impact

Positive: margin expansion despite wage hikes, strong deal wins, and management confidence in accelerating growth and margins from Q2 onwards.