Datamatics Global Services Ltd (NSE:DATAMATICS)
₹ 803.1 -3.9 (-0.48%) Market Cap: 47.41 Bil Enterprise Value: 42.46 Bil PE Ratio: 24.42 PB Ratio: 3.08 GF Score: 91/100

Q2 2026 Datamatics Global Services Ltd Earnings Call Transcript

Oct 31, 2025 / 10:30 AM GMT
Release Date Price: ₹934.25 (-4.39%)

Key Points

Positve
  • Datamatics Global Services Ltd (BOM:532528) reported a revenue increase of 4.8% quarter on quarter, reflecting strong growth momentum.
  • The company's EBITA stood at 88.8 crore INR, showing a substantial growth of 17% quarter on quarter with an EBITA margin of 18.1%.
  • Digital technologies delivered an impressive average growth of 10.8% in Q2 FY26, marking the best performance over several quarters.
  • The company is seeing promising conversations with prospects in Western markets, indicating potential future growth.
  • Datamatics maintains a healthy balance sheet with net cash and investments net of debt standing at INR 509.4 crore as of September 30, 2025.
Negative
  • Digital experiences revenue declined by 4.4% quarter on quarter due to client transitions to captive centers.
  • There is expected softness in the digital experiences segment, which might impact short-term profitability.
  • The company faces challenges in maintaining growth in the digital technologies segment due to market conditions.
  • Despite strong growth, the company is still investing heavily in AI and emerging technologies, which could impact short-term profitability.
  • The company has not provided specific guidance on achieving higher growth rates beyond mid-teens, indicating potential limitations in scaling rapidly.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DATC.NS - Datamatics Global Services Ltd
Q2 2026 Datamatics Global Services Ltd Earnings Call
Oct 31, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to you too.

An FY26 earning conference call of Datamatics Global Service Limited. As a reminder, all participants' clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded. I now hand the conference over to Pratik Jafar.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-------------------------
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot