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ZENSARTECH · price
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Zensar Technologies reported FY26 revenue of $643.7 million, up 3.1% YoY, with improving profitability across all margin metrics - EBITDA margin at 16.0% (+50 bps), Net Profit Margin at 13.5% (+120 bps), and Gross Margin at 31.9% (+220 bps). The company declared dividend of ₹15 per share, representing 44% payout ratio, up from ₹13 in FY25. Order book stood at $912.7 million with 36% AI-influenced. The company is transforming into an AI-native organization with 85%+ AI-certified workforce, launching the ZenseAI platform, and partnering with Anthropic. Industry context shows Nifty IT Index declined 25% in 2026 due to macro headwinds including GCC competition, tariff uncertainties, and client budget cuts.
Margin expansion despite challenging IT sector conditions demonstrates operational efficiency; consistent dividend growth reflects strong cash generation ($319.5M net cash position), providing investor comfort.