India · Delayed Price · Currency is INR Datamatics Global Services Earnings Call Transcripts
Fiscal Year 2027
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Q2 revenue rose 11.5% and EBITDA 30% YoY, with a 21.1% margin. FY27 growth guidance was 9%-9.5%, while AI-led demand and strategic-account expansion remained key growth drivers.
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Q1 FY27 revenue grew 9.9% YoY, while EBITDA rose 33.1% and margin expanded to 19.7%. FY27 high-single-digit growth guidance stands, with AI platforms and modernization deals key to growth amid market softness and automation/captive risks.
Fiscal Year 2026
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FY26 revenue rose 15.3% and EBITDA margin reached a record 18.7%, while adjusted PAT was INR 253 crore. FY27 organic growth guidance is ~8%; AI investment and new contract ramps are key variables.
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Q3 revenue rose 19.9% YoY and EBITDA 76.4%, with EBITDA margin at 18.9%. A one-time labour-code charge reduced PAT; FY27 growth guidance is high single digits, with Digital Experiences expected to recover from Q1.
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Q2 revenue rose 20.5% YoY to INR 490.2 crore, while EBITDA margin expanded 613 bps YoY to 18.1%. FY26 growth guidance remains mid-teens including acquisitions; Digital Experiences faces a near-term client transition.
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Q1 FY26 revenue rose 18.7% YoY, including TNQ Tech, while EBITDA margin expanded to 16.2%. FY26 organic growth is expected in the mid-single digits, with mid-teens growth including acquisitions and 50–100 bps of margin improvement targeted.
Fiscal Year 2025
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FY25 revenue grew 11.2%, with 3% organic growth and the remainder from acquisitions. FY26 margin improvement is expected, while tariff uncertainty and captive-center shifts remain headwinds.
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Q3 revenue rose 15.2% YoY and EBIT margin improved to 10.5%. Management expects a strong Q4 and FY26 scale-up from TNQ Tech, while AI deal conversion and U.S. policy remain uncertainties.
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Q2 revenue grew 8% YoY, while lower customer volumes compressed margins. Management expects stable H2 performance and partial margin recovery, with AI, alliances and bolt-on M&A among its growth levers.
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Q1 revenue rose 0.7% YoY, but organic growth fell 2.4% and EBIT margin declined to 10.8%. Management maintained growth targets and expects Q2 margin improvement of 150–200 bps.