Q4 2026 Zensar Technologies Ltd Earnings Call Transcript
Key Points
- Zensar Technologies Ltd (BOM:504067) achieved a year-over-year revenue growth of 3.1% in reported currency for FY26, with a 7.7% increase in INR terms.
- The company's annual profit after tax improved to $87.2 million, marking a year-over-year growth of 13.6%.
- Zensar's order book reached an all-time high of $401.8 million, a sequential growth of 122.9%, supported by a significant large deal win.
- The company reported an improvement in utilization to 84.3%, with a sequential quarter growth of 80 basis points.
- Zensar's annual customer satisfaction score improved by 470 basis points, positioning the company in the top 3 of industry CSAT rankings.
- Zensar Technologies Ltd (BOM:504067) experienced a sequential revenue decline of 1.3% in reported currency for Q4 FY26.
- The company's EBITDA contracted by 130 basis points sequentially, driven by lower volumes and increased costs.
- The Telecom Media and Technology (TMT) vertical saw a revenue decline of 9.7% for the full year FY26.
- Zensar faces increased competitive intensity, with Tier 1 companies competing for deals they previously would not have pursued.
- The company anticipates continued pressure on margins due to large deal transition costs and evolving service models.
Ladies and gentlemen, good day, and welcome to Zensar Technologies Limited Q4 FY26 earnings conference call hosted by Emkay Global Financial Services Limited. (Operator Instructions) Please note that this conference is being recorded.
I now hand conference over to Mr. Jimit Gandhi from Emkay Global Financial Services. Thank you, and over to you, Mr. Gandhi.
Thank you, operator. Good evening, everyone. On behalf of Emkay Financial Services, I welcome you all to the Zensar Technologies quarter four FY26 earnings call. We have with us Mr. Manish Tandon, CEO and Managing Director; Mr. Pulkit Bhandari, Chief Financial Officer, and other members from the senior management team. Before I hand over the call to Manish, I would like to highlight that the Safe Harbor statement on the second slide of the earnings presentation is assumed to be read and understood.
Thank you, and over to you, Manish.
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