Sagility India Limited has informed the Exchange about Transcript
SAGILITY · price
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Sagility India reported a strong end to FY25 with Q4 revenue of $181.8 million (₹15,685 million), up 22.2% YoY in INR terms. Full-year FY25 revenue stood at $658.3 million (₹55,699 million), a 17.2% YoY growth in INR and 14.9% in constant currency. Adjusted EBITDA margin for the year was 26.4% with adjusted PAT of ₹2,398 million in Q4, up 45.2% YoY. The BroadPath acquisition (completed January 2025) added 30 new clients and is expected to be 120-150 bps margin dilutive in FY26. Management reiterated its guidance of low-to-mid teens constant currency organic revenue growth and 24-25% steady-state adjusted EBITDA margins, with total growth (including BroadPath) likely upwards of 20% for FY26. Operating cash flow was ₹1,214 crore (~90% of EBITDA), net debt plus lease liabilities stood at 0.68x EBITDA, and DSO improved from 85 to 79 days. Management discussed AI/GenAI cannibalisation impact currently at 1.5-2%, expected to rise to 4-5% over 2-3 years.
The transcript reinforces Sagility's consistent execution with revenue and margin beats, plus a clear growth runway through cross-sell of BroadPath's mid-market clients and capability-led M&A. For shareholders, the stock remains a steady compounder story, though margin expansion may be capped near-term by BroadPath dilution (120-150 bps) and ongoing client pricing pressure, both already factored into guidance.