Q1 2026 Sagility India Ltd Earnings Call Transcript
Key Points
- Sagility India Ltd (NSE:SAGILITY) reported a strong start to FY '26 with consolidated revenues of INR15,389 million, reflecting a year-on-year growth of 25.8% in INR terms.
- The company achieved an adjusted EBITDA of INR3,687 million, representing a year-on-year increase of 26.5%, with an adjusted EBITDA margin of 24%.
- Sagility India Ltd (NSE:SAGILITY) has a robust client base with 77 active clients and won new business from 18 existing clients, along with onboarding four new clients.
- The company is leveraging AI and technology to enhance operational efficiencies, with 18 AI-based use cases deployed for eight existing clients.
- Sagility India Ltd (NSE:SAGILITY) has been recognized as a leader in healthcare payer business transformation and clinical and care management business transformation by industry analysts.
- The company faces heightened cost pressures and regulatory challenges in the healthcare sector, impacting its clients.
- There is a risk of revenue and margin impact due to anticipated reductions in Medicaid membership and funding cuts.
- Pricing pressures are increasing as clients demand more services for less cost, posing a challenge to maintaining current margin profiles.
- The company's business is subject to seasonality, with Q3 and Q4 being the high quarters, which could impact revenue predictability.
- Sagility India Ltd (NSE:SAGILITY) operates in a competitive market with consolidation trends among vendors, which could affect market share.
Yes, Ramesh, we could see you.
Good evening, everyone, and welcome to the quarter1 FY '26 earnings webinar of Sagility India Limited. This is Siddharth Rangnekar from CDR India, and I shall be your host for today. As a reminder, all attendee lines will be in the listen-only mode, and there shall be an opportunity for you to ask questions after the presentation concludes. Please note that this webinar is being recorded.
To introduce the management, we have with us today, Mr. Ramesh Gopalan, Managing Director and group Chief Executive Officer and Mr. Sarvabhouman Srinivasan Group Chief Financial Officer. Before we begin, I would like to state that some of the statements made on today's discussion could be forward-looking in nature and may involve certain risks and uncertainties.
A detailed statement in this regard is available in the quarter 1 FY '26 results presentation that has been uploaded to the exchanges. I would now like to
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