Updater Services Limited has informed the Exchange about Investor Presentation
UDS · price
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Awaiting price reaction for this filing.
Updater Services (UDS) filed its Q1 FY26 investor presentation reporting revenue from operations of ₹7,053 Mn, up 7% YoY, with PAT growing 13% YoY to ₹290 Mn (EPS ₹4.4). However, reported EBITDA fell 6% to ₹444 Mn as margin contracted from 7.2% to 6.3%, dragged by muted BSS performance. The IFM segment (66% of revenue) grew 10% YoY with EBITDA margin (ex-finance income) improving to 5.2%, driven by scale and cost optimisation, while BSS (34% of revenue) grew just 1% due to IT hiring slowdown and a few Athena clients bringing work back in-house. The company added 14 new logos including Bajaj Finance, Amazon, Reliance, TTK Healthcare and Ultratech, and headcount rose 9% to 73,129. Management guided consolidated revenue growth to stabilise in the 13–15% range in FY26 and reiterated its net-cash position (₹2,773 Mn in cash, equivalents and FDs).
A mixed quarter — strong PAT growth and improving IFM margins are positives, but BSS weakness and overall EBITDA decline may concern investors. The 13–15% FY26 growth guidance and net-cash balance sheet provide comfort, though near-term stock reaction may be neutral pending BSS recovery.