Q3 2026 SIS Ltd Earnings Call Transcript

Jan 30, 2026 / 08:30 AM GMT

Release Date Price: ₹336.5 (+3.06%)

Transcript

Key Points

Positve

SIS Ltd (BOM:540673) reported a significant 24.5% year-on-year growth in consolidated revenue, reaching 4,185 crores.
The company achieved a record operating EBITDA of 196 crores, marking a 25.2% increase year-on-year.
India Security segment reported its highest-ever revenue of 1,898 crores, a 33.7% year-on-year growth.
Facility Management segment expanded its EBITDA margins by 80 basis points to 5.4%, with a 29.1% growth in quarterly EBITDA.
Return on capital employed improved from 12% to 15.2%, indicating enhanced operational efficiency.

Negative

A one-time exceptional charge of 290 crores was recognized due to past period gratuity and leave liabilities.
The operating profit after tax remained flat year-on-year, despite a significant increase in EBITDA.
The integration of APS Securitas, which has a lower margin profile, may pose challenges in aligning with SIS's existing margins.
International security segment's EBITDA margin remained flat year-on-year, indicating potential margin pressures.
The company faces uncertainties in recovering the full amount of the gratuity charge from customers.

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

SISI.NS - SIS Ltd
Q3 2026 SIS Ltd Earnings Call
Jan 30, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to SIS Limited Q3 FY26 earnings call. As a reminder, all participants' 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 being recorded. I now hand the conference over to Mr. Winnie Toshniva.

Thank you and over to you.

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Unidentified_2 [2]
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Okay, thank you very much. Welcome, everyone. Good

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