SIS Limited has informed the Exchange about Transcript of the earnings call held on May 4, 2026 for the quarter ended March 31, 2026.
SIS · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
SIS Limited reported its best quarter with Q4 FY26 consolidated revenue of INR4,489 crores (31% YoY growth) and EBITDA crossing INR200 crores for the first time at INR207 crores with 4.6% margin. All three segments delivered record performance - India Security (INR1,925 crores, 5.1% EBITDA margin), FM (INR635 crores, 5.5% margin), and International Security (INR1,950 crores, 3.8% margin). ROCE improved to 16.5% from 14.3%, crossing the company's 15%+ target. The APS acquisition has a 50 bps margin gap (4.2% vs 5.5% for SIS India) that management plans to bridge within 18 months through integration synergies. The cash business IPO remains deferred to FY27 due to geopolitical conditions. Recent state minimum wage hikes (Haryana 50%, UP 28%) are expected to benefit the industry.
Strong quarter validates SIS's multi-engine growth strategy. The margin improvement roadmap for APS, combined with favorable Labor Code implementation and wage hikes, positions the company well for sustained 15%+ growth and returns.