India · Delayed Price · Currency is INR BLS International Services Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 saw 44% revenue growth and 33% PAT growth year-over-year, driven by strong visa and digital business momentum, new contracts, and successful acquisitions. Management targets 22%-25% annual growth over five years, with continued investment in technology and expansion across geographies.
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Q2 FY2026 saw 49% YoY revenue growth, 30% higher EBITDA, and 27% PAT growth, driven by strong visa and digital services, new government contracts, and successful integration of acquisitions. Margins stabilized, and a robust cash position supports future expansion.
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Q1 FY26 saw record revenue of INR 710 crores (up 44% YoY) and EBITDA of INR 204 crores (up 53% YoY), driven by strong core operations, strategic acquisitions, and a shift to self-managed centers. Visa and Digital segments both posted robust growth, with margins expected to stabilize at current high levels.
Fiscal Year 2025
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FY 2025 saw record revenue and profit growth, driven by strong performance in visa and digital segments, strategic acquisitions, and a shift to a self-managed model. The company maintains robust cash reserves, targets 15%-20% annual growth, and expects to sustain high margins as it pursues global expansion and new contracts.
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Q3 FY25 saw record revenue and EBITDA growth, driven by strong performance in visa and digital segments, margin expansion, and successful integration of recent acquisitions. The company maintains a robust cash position and targets further organic and inorganic growth.
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Q2 and H1 FY 2025 saw record revenue, EBITDA, and PAT growth, driven by a surge in visa applications, strategic acquisitions, and expansion into new markets. Margins expanded significantly, with strong cash reserves supporting further acquisitions and a positive outlook for sustained growth.
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Q1 FY25 saw record revenue and profit growth, driven by strong visa and consular business, margin expansion from a shift to self-run centers, and strategic acquisitions like iDATA. Management expects continued growth, supported by robust cash flows and industry tailwinds.