Hinduja Global Solutions Ltd (NSE:HGS)
₹ 412.5 -15.9 (-3.71%) Market Cap: 19.96 Bil Enterprise Value: -7.82 Bil PE Ratio: 59.70 PB Ratio: 0.23 GF Score: 67/100

Q4 2025 Hinduja Global Solutions Ltd Earnings Call Transcript

May 29, 2025 / 10:30AM GMT
Release Date Price: ₹517.25 (-2.61%)

Key Points

Positve
  • Hinduja Global Solutions Ltd (BOM:532859) reported a total income of INR 1,297.7 crores for Q4 FY25, with an EBITDA margin of 21.5%.
  • The company signed several new clients towards the end of the fiscal year, which is expected to positively impact revenues in the next fiscal year.
  • Hinduja Global Solutions Ltd (BOM:532859) has expanded its AI capabilities, integrating advanced features like language translation and voice authentication into its Agent X platform.
  • The company opened a new tech services center in Bengaluru and a CX hub in Cape Town, indicating growth and expansion in key markets.
  • The Media business showed resilience with improved ARPUs and growth in the broadband segment, despite challenges in the digital television sector.
Negative
  • Political uncertainties have led to elongation of the sales cycle, impacting larger deal closures.
  • The company reported a loss of INR 1.7 crores for Q4 FY25, although this was an improvement from the previous quarter.
  • There was a year-on-year drop in operating revenues, primarily due to a decline in the BPM business.
  • Deferred tax provisions significantly impacted the financial results, contributing to the overall loss.
  • The digital television business continues to face headwinds from declining subscriber numbers and increased competition from OTT platforms.
Operator

Ladies and gentlemen, good day, and welcome to Hinduja Global Solutions Limited Q4 FY25 Earnings Conference Call. From the senior management, we have with us today, Mr. Partha DeSarkar, Executive Director and Global CEO, HGS; Mr. Vynsley Fernandes, Whole-Time Director, HGS and CEO of the Media Business; and Mr. Srinivas Palakodeti, Global CFO, HGS; along with Venkatesh Korla, who was announced as the new Global CEO yesterday; and Mahesh Kumar Nutalapati, the new Global CFO.

(Operator Instructions)

Please note that this conference is being recorded. I now hand the conference over to Mr. Anand Venugopal from Adfactors PR. Thank you, and over to you, Mr. Venugopal.

Anand Venugopal
Adfactors PR - Investor Relations

Thank you, Ranju. Good evening, everyone. We welcome you to the fourth quarter and financial year ended March 31, 2025, earnings call of Hinduja Global Solutions Limited. Before we begin the earnings call, I would like to mention that some of the statements made in today's call might be forward-looking in nature, and hence, it may

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