India · Delayed Price · Currency is INR KFin Technologies Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 19.3% for FY 2026 and 23% in Q4, with strong international expansion via Ascent and resilient market share in core segments. FY 2027 guidance targets 24%-25% revenue growth and 16%-17% EBITDA growth, with margin protection amid market volatility.
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Revenue and EBITDA saw strong double-digit growth year-on-year, driven by the Ascent acquisition and diversification into international and alternative segments. Margins remain robust despite integration costs, and management maintains guidance for 15%-20% revenue growth and 40%-45% EBITDA margins.
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Q2 FY26 saw double-digit revenue and profit growth, margin expansion, and strong client wins across segments. The Ascent acquisition and new tech platforms are set to drive further growth, with guidance for 40%-45% margins maintained. Integration of Ascent will impact results next quarter.
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Revenue grew 15.4% year-over-year with strong gains in mutual funds, issuer solutions, and international segments. EBITDA margin held at 41.5%, and guidance remains positive with no further yield compression expected this year.
Fiscal Year 2025
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Revenue grew 30% YoY to over INR 1,100 crore, with strong EBITDA and PAT margins despite market volatility. Major international expansion via Essent acquisition, robust client additions, and continued tech investment support 18%-20% growth guidance and 40%-45% EBITDA margin.
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A controlling stake in Ascent Fund Services is being acquired for $34.7M, with full ownership targeted by FY2030. The deal diversifies revenue, expands global reach, and is expected to deliver significant synergies and margin improvements as integration progresses.
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Revenue and EBITDA grew 33% and 35% year-on-year, driven by strong mutual fund, alternatives, and international business expansion. Diversification efforts reduced reliance on mutual funds, while new contracts and technology investments support future growth.
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Revenue grew 34% year-over-year and 18% sequentially, with EBITDA margin surpassing 45% and PAT margin at 42.6%. Strong client wins, international expansion, and value-added services drove growth, while tech investments and automation supported scalability and profitability.