Sagility Ltd (NSE:SAGILITY)

Q3 2026 Sagility Ltd Earnings Call Transcript

Jan 28, 2026 / 02:00 PM GMT

Release Date Price: ₹51.7 (-0.92%)

Transcript

Key Points

Positve

Sagility Ltd (NSE:SAGILITY) reported a strong year-on-year revenue growth of 35.7% in INR and 29.1% in constant currency for Q3.
The company's operating profits showed strength with an adjusted EBITDA growth of 24.2% year-on-year, maintaining a robust margin of 26%.
Sagility Ltd (NSE:SAGILITY) successfully expanded its clinical operation footprint for a large payer client, demonstrating growth within existing relationships.
The acquisition of BroadPath has increased the company's exposure to open enrollment-related work, contributing to a projected increase in seasonal revenues.
The company has been recognized for its innovation and excellence in healthcare, earning accolades such as the Ecovadis committed badge for sustainability and being named among India's best workplaces in pharmaceuticals, healthcare, and biotech.

Negative

The ACA subsidy expiration has resulted in a decline of roughly 3.4% in enrollments, although Sagility Ltd (NSE:SAGILITY) has minimal exposure to this market.
There is ongoing pressure on margins due to higher shares of revenues coming from less profitable locations, despite strong revenue growth.
The company's net new ACV saw a slight drop this quarter, attributed to the seasonal nature of the business and the focus on open enrollment activities.
There is a constant pressure from clients for cost reductions and efficiency improvements, which could impact profitability.
The integration of BroadPath is still ongoing, with synergies expected to play out over the next 2 to 3 years, indicating potential delays in realizing full benefits.

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

SAGL.NS - Sagility Ltd
Q3 2026 Sagility Ltd Earnings Call
Jan 28, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening, everyone, and welcome to the quarter 39 MFI 26 earnings webinar of Fragility Limited.

This is Siddharth Wagnekar 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 CEO and Mr. Abhishek Kyyan, Deputy Chief Financial Officer.

Before we begin, I would like to state that some of the statements made on today's call could be forward-looking in nature and may involve uncertainties and risks.

A detailed

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