India · Delayed Price · Currency is INR Sagility Earnings Call Transcripts
Fiscal Year 2026
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The event outlined a strategy centered on deep healthcare expertise, AI-driven transformation, and expanding into mid-market segments with platform-based solutions. Sustained double-digit growth, strong margins, and sticky client relationships are expected to continue, with AI positioned as a growth accelerator and differentiator.
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Q3 FY26 saw exceptional revenue and profit growth, driven by strong payer and provider segments and boosted by BroadPath's contribution to open enrollment. Guidance for FY26 revenue growth was raised to 22.5%, with margins holding steady despite ongoing margin pressures and regulatory changes.
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Q2 and H1 FY26 saw robust revenue and profit growth, with strong performance in both payer and provider segments. AI-driven transformation and new deal constructs are driving efficiency and client value, while guidance for FY26 revenue and margins has been raised. Seasonality will favor H2, and prudent capital management continues.
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Q1 FY 2026 saw 25.8% revenue growth and 26.5% adjusted EBITDA growth year-on-year, with strong performance across payer and provider segments. Guidance for FY 2026 is raised to 24%+ EBITDA margin and 20%+ growth with BroadPath, supported by robust client wins and ongoing digital transformation.
Fiscal Year 2025
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Q4 and FY25 saw robust revenue and profit growth, driven by client expansion, technology-enabled services, and the BroadPath acquisition. Guidance remains for low-to-mid teens organic growth and 24%-25% EBITDA margin, with strong cash flows funding all obligations.
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Q3 FY25 delivered 15.3% year-on-year revenue growth and a 67% rise in adjusted EBITDA, driven by Open Enrollment seasonality and operational efficiencies. The BroadPath acquisition expands mid-market reach and is immediately EPS accretive.
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Q2 FY25 saw 21.1% YoY revenue growth and 25.5% EBITDA margin, driven by strong client demand and technology investments. The business remains focused on U.S. healthcare, expanding in mid-market segments, and maintaining robust cash flow and low leverage.