Q4 2026 TeamLease Services Ltd Earnings Call Transcript

May 20, 2026 / 10:30 AM GMT

Release Date Price: ₹1412.6 (+2.82%)

Transcript

Key Points

Positve

TeamLease Services Ltd (BOM:539658) demonstrated strong operating discipline, with EBITA growing 8% sequentially and PBT growing 50% year-over-year.
The company added about 120 new logos over the full year, with a significant portion coming in under variable markup structures.
Despite a marginally negative volume year, TeamLease Services Ltd (BOM:539658) delivered an 11% growth in P/E, primarily from operating leverage.
The company has a strong balance sheet with virtually no debt and a significant cash reserve, enabling strategic investments and a buyback approved by the board.
TeamLease Services Ltd (BOM:539658) is focusing on accelerating the scale of higher-margin businesses, particularly in digital and specialized staffing sectors.

Negative

Revenue came in softer due to the full impact of resourcing by a major client, leading to a muted overall output.
The company faced a decline in headcount due to regulatory-driven transitions, with about 20,000 associates moving directly onto clients' payrolls.
There are uncertainties related to the implementation of new labor codes, which could lead to transition costs across the industry.
Discretionary consumption remains uneven and pocketed, posing challenges to consistent demand.
The broader geopolitical environment presents risks such as energy and petroleum price inflation and potential supply chain disruptions.

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

TLSV.NS - TeamLease Services Ltd
Q4 2026 TeamLease Services Ltd Earnings Call
May 20, 2026 / 10:30AM GMT

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Presentation
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Call the team lead.

Please note the causes as there is a delay in the reserve.

To connect it as the call you you do

Delay in the call.

Thank you

Gentlemen, you have connected for the conference call of the evening.

Please note the conference call call will begin at 4:30 due to results in the delay in the result.

Thank you.

Ladies and gentlemen, you have joined the conference call of TD.

Please note the call will begin at 4:30 as there is a delay in result.

Ladies and gentlemen, you have joined the conference call of Team B.

Please note the authority as solicitated and results.

Ladies and gentlemen, you have joined

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