Q4 2026 Sagility Ltd Earnings Call Transcript
Key Points
- Sagility Ltd (NSE:SAGILITY) reported a strong revenue growth of 29.1% year-on-year in INR terms for Q4 FY26, with a 22.2% increase in constant currency.
- The company achieved an adjusted EBITDA margin of 24.9% for Q4, reflecting strong operational execution and cost management.
- Sagility Ltd added 17 new clients in FY26, including sizable regional plans and blues, setting a solid foundation for future growth.
- The acquisition of Broadpath has strengthened Sagility Ltd's ability to support seasonal and member-facing operations, enhancing its service offerings.
- The company received multiple leader recognitions from Nelson Hall, Everest Group, and ISG, reinforcing its position in intelligent healthcare operations.
- The provider segment's revenue share decreased to 10.3% due to the Broadpath acquisition, which had a predominantly payer-focused revenue mix.
- There was a slight uptick in attrition in FY26, attributed to higher seasonality compared to the previous year.
- The expected 110 bps margin decline versus FY25 primarily reflects the full-year impact of the Broadpath acquisition.
- Sagility Ltd faces ongoing cost pressures in the healthcare sector, impacting profitability and necessitating cost takeout initiatives.
- The company's guidance for FY27 indicates a lower growth rate in the low double-digits in constant currency, reflecting potential challenges in deal timings and market conditions.
(audio in progress) 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, Mr. Srinivas Marthapalli, Executive Vice President and Group Chief Financial Officer. Before we commence, I would like to state that some statements made on today's discussion could be forward-looking in nature and may involve certain uncertainties and risks.
A detailed statement in this regard is available in the Quarter 4 and FY26 results presentation that has been uploaded to the stock exchanges. I would now like to hand over the forum to Mr. Ramesh Gopalan to begin the proceedings of this webinar. Over to you.
Thank you, Siddharth. Good evening, everyone, and thank you for joining us on our Q4 and FY26 earnings call. FY26 has been an exceptional year for sagility.
We delivered high growth and profitability in a very challenging environment. As
| 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... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
