Q4 2025 Coforge Ltd Earnings Call Transcript
Key Points
- Coforge Ltd (BOM:532541) achieved a remarkable 31.5% USD denominated growth in fiscal year '25, with a consolidated revenue of $1.445 billion.
- The company booked $2.1 billion in orders in Q4 alone, matching the entire order book of fiscal year '24, and signed five large deals.
- The order book at the end of fiscal year '25 is 47.7% higher than the previous year, indicating strong future growth potential.
- Coforge Ltd's growth was balanced across all industry verticals, service lines, and geographic units, with significant contributions from the travel, government, and BFS verticals.
- The company reported an adjusted EBITDA margin of 18% for the year, with expectations of further margin expansion in fiscal year '26.
- The top 5 and top 10 clients saw a decline of 5.9% and 4.6% quarter on quarter, respectively, although they grew year over year.
- The 'other emerging verticals' segment experienced an 8.3% quarter-on-quarter decline in dollar terms.
- There is a cautious outlook in the travel industry due to geopolitical changes and economic impacts, which may affect future growth.
- The company faces challenges in maintaining organic growth amidst macroeconomic uncertainties and industry headwinds.
- Coforge Ltd's net other income continues to be negative, which could impact PBT margin growth in the near term.
Ladies and gentlemen, good day and welcome to Coforge Limited Q4 FY 2025 earnings conference call. Please note, all participant lines will be in the listen-only mode, and this conference call is being recorded. We have with us today from the management team, Mr. Sudhir Singh, CEO; Mr. John Speight, Chief Customer Success Officer; and Mrs. Saurabh Goel, CFO. We will begin the call with opening remarks from the management team and post that, we will open the floor for questions.
Before we begin, please note that some of the statements made in today's discussion relating to the future should be construed as a forward-looking statement and may involve risks and uncertainties. Please refer to the disclaimer to this effect in the company's Q4 FY 2025 earnings press release. With that, I hand over the call to Mr. Sudhir Singh.
Thank you, Amber. Ladies, gentlemen, thank you very much for joining us today as we share our quarter 4 and our fiscal year '25 performance as also
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