Q3 2026 Datamatics Global Services Ltd Earnings Call Transcript
Key Points
- Datamatics Global Services Ltd (BOM:532528) reported a strong revenue growth of 19.9% year-on-year and 4.1% quarter-on-quarter.
- The company achieved an impressive EBITDA growth of 76.4% year-on-year and 8.3% quarter-on-quarter, with an EBITDA margin improvement of 604 basis points year-on-year.
- Datamatics is investing in Enterprise AI and has rolled out Google Gemini Enterprise across the organization, enhancing productivity and innovation.
- The company has successfully integrated TNQ Technologies, contributing to a sequential quarter-on-quarter growth of 4%.
- Datamatics maintains a healthy balance sheet with net cash and investments standing at INR540.2 crore as of December 2025.
- The digital experiences segment showed softness due to two clients transitioning work to captive centers, impacting margins.
- A one-time increase in labor costs due to changes in labor codes resulted in a significant impact on profitability, with PAT down by 42.5% quarter-on-quarter.
- The US market remains lukewarm due to political uncertainties, affecting business sentiment.
- The company anticipates a softer Q4 for digital experiences, with full recovery expected only in Q1 of the next fiscal year.
- Despite strong growth figures, the company remains conservative in its outlook for FY27, projecting high single-digit growth due to uncertainties in the market.
Ladies and gentlemen, good day and welcome to Dita Martins Global Services Limited Q3FY26 earnings conference call.
(Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Patrik Jagtap from EY for his opening remarks. Thank you and over to you, sir.
Thank you Shruti. Good evening to all the participants in the call today and welcome to Q3 26, earnings call of Datamatics Global Services Limited.
The results and presentation have been already mailed to you and it is also available on the website of Datamatics. In case anyone has not received a copy of press release or presentation, please do write to us and we will be happy to send you all.
To take us through the results today and to answer your questions, we have with us the top management of the company represented by Rahul Kanodia, Vice Chairman and CEO.
Ankush Akar, SVPN Chief Financial Officer.
Mitul Mehta, EVP and Chief Marketing
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