Q2 2026 SIS Ltd Earnings Call Transcript

Nov 6, 2025 / 08:30 AM GMT

Release Date Price: ₹339.4 (+2.54%)

Transcript

Key Points

Positve

SIS Ltd (BOM:540673) reported its highest ever consolidated quarterly revenue of 3,759 crores, marking a 15% year-on-year growth.
The India Security segment achieved its highest ever revenue of 1,544 crores, reflecting an 11.5% year-on-year growth.
The company successfully closed a transaction with AP Securitas, expected to add 17% to the India security monthly run rate.
EBITDA grew by 16.2% year-on-year, with a margin improvement to 4.5% on a consolidated basis.
Return on capital employed improved to 14.3% from 11.7% a year ago, indicating better operational efficiency.

Negative

India Security's EBITDA margin saw a marginal dip of 20 basis points due to branding costs.
The international business EBITDA margins remained flat year-on-year, indicating challenges in margin improvement.
The DSO increased by one day due to a one-time situation in SIS International, affecting cash flow efficiency.
Attrition rates for permanent employees have increased significantly, posing a challenge for workforce stability.
The international business is expected to take longer to reach the desired 4-4.5% margin profile, indicating slower margin recovery.

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

SISI.NS - SIS Ltd
Q2 2026 SIS Ltd Earnings Call
Nov 06, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. You are connected to Q2 earnings conference call.

Of SIS Limited, the conference will begin shortly. Please stay connected.

I repeat, participants, you are connected to SS Limited Q2F526 earnings call. The conference will begin shortly. Please stay connected.

Ladies and gentlemen, good day. Welcome to the Q2 earnings conference call hosted by SIS Limited.

As a reminder, all the participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is

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