SAGILITYNSESAGILITY LIMITEDMediumNeutral
Announced Fri, 15 May · 17:26 IST

SAGILITY LIMITED has informed the Exchange about Transcript

Mgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

SAGILITY · 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
+1.8%1-day move
₹41.93
prior close
₹41.50
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AI summary

Sagility Limited reported strong Q4 and FY26 results with full-year revenue of ₹71,929 million (USD 814 million), up 29.1% YoY in INR and 23.6% in constant currency. Adjusted EBITDA came in at ₹18,200 million (25.3% margin), exceeding Q3 guidance, while adjusted PAT rose 39.5% to ₹11,306 million. Q4 standalone revenue was ₹20,243 million with 24.9% EBITDA margin. Management guided for low double-digit constant currency growth and 24%-25% EBITDA margin for FY27, citing expected margin pressure from BroadPath acquisition impact, wage increases, and higher onshore revenue mix. The CFO confirmed debt repayment is on track to be completed by end of FY27. The company signed $30.7 million Q4 ACV and sees a robust pipeline of ₹570-575 million in TCV, with increasing interest in transformational managed service deals amid healthcare payer cost pressures. Board recommended dividend of ₹0.10 per share.

Likely market impact

The guidance for lower FY27 margins versus FY26 (24-25% vs 25.3%) signals near-term profit pressure despite strong revenue growth, likely weighing on near-term sentiment, though robust cash generation and debt reduction plans provide balance sheet support for shareholders.