PERSISTENTNSEPersistent Systems Limited· Computers - SoftwareMediumNeutral
Announced Tue, 21 Apr · 15:51 IST

Persistent Systems Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

PERSISTENT · price

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Price reaction · full curve 14 horizons · vs prior close
-6.0%1-day move
₹5369.00
prior close
₹5217.80
base price
After-mkt
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-1.7-1.4-2.1-2.3-6.0-11.6-9.8-10.5-10.8-10.8-13.8-7.2-9.7-5.4
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AI summary

Persistent Systems reported Q4 FY26 revenue of $436 million (up 16.2% YoY), marking its 24th consecutive quarter of sequential growth. Full-year FY26 revenue reached $1,654.4 million with 17.4% YoY growth. EBIT margin expanded to 15.6% (from 14.7% in FY25) and PAT margin improved to 12.6% (from 11.7%), demonstrating consistent margin improvement. The company declared a full-year dividend of ₹40 per share, up from ₹35 in FY25. PAT grew 33.7% YoY in Q4 and 33.2% for FY26, driven by strong performance across BFSI (34.6% of revenue), Healthcare (25.6%), and Software/Hi-Tech (39.8%) segments. North America continues to contribute about 81% of revenue. TTM TCV stood at $2,405.3 million with ROCE at 77%. The company highlighted its AI-led, platform-driven strategy as a key differentiator in the IT services market.

Likely market impact

The strong revenue growth combined with margin expansion indicates effective execution and operational efficiency, which should be positive for the stock. The 33%+ PAT growth and increased dividend demonstrate robust cash generation and shareholder value creation.