SIS LIMITED has informed the Exchange regarding 'Updated Earnings Note for the quarter ended June 30, 2025'.
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SIS Limited reported Q1 FY26 consolidated revenue of ₹3,548.5 cr, up 13.4% year-on-year and 3.5% quarter-on-quarter, with all three segments posting highest-ever quarterly revenues. EBITDA grew 10.7% YoY to ₹152.1 cr but fell 7.7% QoQ, mainly due to one-off restructuring costs in the international security business. Profit after tax jumped 44.7% YoY to ₹92.9 cr, helped by tax benefits under Section 80JJAA. Net debt fell sharply to ₹540 cr (down from ₹1,023 cr a year ago), bringing Net Debt/EBITDA to a healthy 0.87, and the company completed its 4th buyback of ₹150 cr at ₹404 per share, returning over ₹500 cr to shareholders since listing. The cash joint venture SIS-Prosegur received SEBI approval for its IPO, with proceeds earmarked for further debt reduction. Minor revisions were made to tax figures on page 7.
Strong top-line momentum across all segments, robust PAT growth, and continued shareholder returns via buybacks are positive for investors. However, sequential EBITDA dip in the international segment due to one-offs warrants monitoring, though normalized margins actually improved. The DRHP approval for SIS-Prosegur IPO is a key catalyst that could unlock value and accelerate deleveraging.