Transcript of Earnings Call held on May 12, 2026
SAGILITY · price
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Sagility reported strong FY26 results with full-year revenue of ₹71,929 million ($814 million), up 29.1% in INR and 23.6% in constant currency. Adjusted EBITDA stood at ₹18,200 million with a 25.3% margin, exceeding the prior guidance. Adjusted PAT grew 39.5% to ₹11,306 million at 15.7% margins, expanding 110 bps year-over-year. Q4 was seasonally strong with revenue of ₹20,243 million and adjusted EBITDA margin of 24.9%, though the quarter included a one-time employee bonus related to a transition in the wage hike cycle. Management guided FY27 to low double-digit constant currency revenue growth and adjusted EBITDA margins of 24-25%, noting that if the rupee remains at current levels, margins should track toward the upper end of that range. The company remains on track to fully repay debt by end of FY27 and is actively evaluating acquisition opportunities in both the payer and provider segments.
Sagility delivered a solid beat for FY26, but FY27 guidance of low double-digit growth and 24-25% margins implies a moderation from the 15% organic constant currency growth and 25.3% EBITDA margin achieved in FY26. The market will focus on whether the strong pipeline of managed service and transformation deals can offset headwinds from wage increases and a higher onshore revenue mix.