Q4 & FY26 Earnings Call Transcript

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF

PROTEAN · price

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

Price reaction · full curve 14 horizons · vs prior close

-1.7%1-day move

₹627.00

prior close

₹627.30

base price

After-mkt

timing

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AI summary

Protean eGov's FY26 revenue hit record INR 998 cr (+19% YoY). EBITDA rose 27% to INR 188 cr with margin up 125 bps to 17.6%. Adjusted PAT was INR 105 cr. Tax Services grew 17.5%, New Businesses nearly tripled to INR 103 cr. Order book exceeds INR 1,500 cr. Cash reserves of INR 850+ cr, zero debt. Board recommended 100% dividend (INR 10/share). Mgmt guides margin improvement over 2-3 years, but short-term pressure expected from Aadhaar Seva Kendra rollout. New MD & CEO Ajay Rajan joins June 1, 2026.

Likely market impact

Strong FY26 results, healthy order book, and zero debt bode well; near-term margins may dip due to ASK rollout costs and PFRDA charge revision.