Operates as a technology-enabled healthcare business process management (BPM) and operations partner for US healthcare payers, with 100% of revenue earned from exports. From 29 delivery centers across 5 countries, it delivers managed service and transformation deals, AI-enabled operations through its Sagility Synchrony orchestration platform, HEDIS/CMS Stars quality and reporting work, Medicare Advantage support, and seasonal open-enrollment/AEP member-facing operations. The CareSeed acquisition closed in June 2026, adding 26 mid-market client groups and HEDIS/quality reporting capability, and the company now has 109 active client groups, with nine clients contributing over $20 million in annual contract value. FY26 consolidated revenue was ₹7,192.85 crore (~$814M) and Q1 FY27 revenue reached ₹19,635 million, up 27.6% year-on-year (15.2% in constant currency). Adjusted EBITDA margin stood at 24-25.4% across the period, with voluntary attrition falling to 28.6% (from 38.1% in Q4 FY26). Employee compensation is the dominant cost line at 62.7% of revenue, with other operating expenses at 12.8% and depreciation at 6.8%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Managed service and transformation deals for US healthcare payers, HEDIS/CMS Stars quality, analytics and reporting for Medicare Advantage, Seasonal member-facing operations (open-enrollment / AEP). Asset-light, people-heavy BPM and technology-enabled services for US healthcare, with high operating leverage from AI/automation and sensitivity to wage and FX moves.
| ₹ crore · consolidated | FY25 | FY26 |
|---|---|---|
| Revenue | 5,570 | 7,193 |
| EBITDA (ex other income) | 1,298 | 1,727 |
| margin % | 23.3 | 24.0 |
| Owners' profit | 539 | 925 |
| EPS, as reported (₹) | 1.17 | 1.98 |
| ROE % · ROCE % | 6.5 · 8.9 | 9.6 · 12.5 |
| Debt / equity (x) | 0.17 | 0.12 |
| Cash from operations | 1,214 | 1,203 |
| Capex | (124) | (192) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,325 | 1,453 | 1,568 | 1,539 | 1,658 | 1,971 | 2,024 | 1,963 |
| Profit before tax | 160 | 290 | 239 | 210 | 327 | 339 | 363 | 287 |
| Net profit | 117 | 217 | 183 | 149 | 251 | 268 | 258 | 217 |
| EPS (₹) | 0.25 | 0.46 | 0.39 | 0.32 | 0.53 | 0.57 | 0.56 | 0.46 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| L&T TECHNOLOGY SER. LTD. | 35,510 | 26.9 | 5.47 | 16.3 | 19.7 | 21.1 | 15.1 | 19.6 |
| TATA TECHNOLOGIES LIMITED | 31,087 | 55.8 | 7.92 | 33.8 | 13.9 | 14.3 | — | 18.3 |
| INVENTURUS KNOWLEDGE SO L | 29,665 | 38.0 | 10.59 | 27.0 | 25.8 | 27.7 | — | 33.6 |
| NETWEB TECH INDIA LTD | 28,723 | 109.9 | 39.71 | — | 28.5 | 37.5 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 21 Aug 2026 · Re-appointment of Mr. Hari Gopalakrishnan as Director at 5th AGM | management changes | low | — | — |
| 21 Aug 2026 · Sagility 5th AGM: All 3 resolutions passed; director re-appointment sees 22% dissent | board shareholder meetings | low | — | — |
| 20 Aug 2026 · Sagility 5th AGM held via video conference; FY26 results and dividend approved | board shareholder meetings | medium | — | — |
| 20 Aug 2026 · Sagility 5th AGM held on Aug 20, 2026; final dividend of Rs 0.10 declared | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Sagility to attend Emkay Confluence 2026 investor conference on Aug 13 | board shareholder meetings | low | — | — |
| 28 Jul 2026 · Sagility sends Annual Report letter to shareholders for 5th AGM | compliance | minimal | — | — |
| 28 Jul 2026 · Sagility 5th AGM notice published - August 20 via video conferencing | compliance | minimal | — | — |
| 28 Jul 2026 · Sagility Q1 FY27: Revenue up 27.6% YoY, margin guidance maintained | investor communications | medium | — | — |
| 27 Jul 2026 · Sagility to attend investor meetings on July 30-31 in Mumbai | board shareholder meetings | low | — | — |
| 27 Jul 2026 · Sagility to attend investor meetings in Mumbai on July 30-31 | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|
| — |
| 15.7 |
| AFFLE 3I LIMITED | 22,105 | 46.2 | 6.05 | 30.4 | 12.5 | 15.2 | 39.3 | 25.8 |
| SAGILITY LIMITED ◆ | 21,150 | 21.3 | 2.19 | 12.0 | 9.6 | 11.6 | — | 22.3 |
| BLACK BOX LIMITED | 14,299 | 61.3 | 11.11 | 28.4 | 16.9 | 9.5 | 6.2 | 8.4 |
| E2E NETWORKS LIMITED | 12,632 | 287.1 | — | — | — | — | — | 82.5 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 21.3 | 18.9 | 44 of 78 | 44% |
| P/B | 2.2 | 2.2 | 36 of 70 | 49% |
| ROCE | 11.6 | 9.7 | 38 of 87 | 57% |
| ROE | 9.6 | 9.4 | 35 of 72 | 52% |
| Debt / Equity | 0.1 | 0.0 | 46 of 72 | 37% |
| EBITDA margin | 22.3 | 13.0 | 22 of 69 | 69% |
| Revenue growth | 27.6 | 20.8 | 26 of 67 | 62% |
| Profit growth | 45.9 | 14.6 | 19 of 64 | 71% |
| Market cap | 21150 | 309 | 6 of 87 | 94% |
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions | an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
