Q2 2026 Updater Services Ltd Earnings Call Transcript

Nov 6, 2025 / 10:00 PM GMT

Release Date Price: ₹202.88 (-12.20%)

Transcript

Key Points

Positve

Updater Services Ltd (NSE:UDS) added 14 new clients in the iPhone segment and 11 in the BSS segment during the quarter.
The Integrated Facilities Management (IFM) business recorded a 10% year-on-year revenue growth.
The company is shifting towards a more private sector-driven client mix, which generally offers better margins.
Several strategic contracts were added, strengthening long-term positions with key clients.
The company is pursuing margin-enhancing opportunities in specialized services and integrated contracts.

Negative

Margins and growth were impacted by transitory factors, including upfront employee operational costs for new contracts.
The BSS segment experienced lower margins due to reduced spending by a large global customer.
The global flight handling business saw a temporary slowdown due to flight cancellations and bad weather.
An amount of 280 million is under stress due to lapses in due diligence, leading to conservative provisions of 30 million.
The EBGC business is facing challenges due to significant spending cuts by IT companies and uncertain demand outlook.

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

UPDA.NS - Updater Services Ltd
Q2 2026 Updater Services Ltd Earnings Call
Nov 06, 2025 / 10:00PM 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 the Up Data Services Limited Q2 and H1 FY26 earnings conference call. As a reminder, all 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 touchtone phone.

Please note that this conference is being recorded. I now hand the conference over to Raanana Tangirala.

Thank you and over to you, sir.

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Unidentified_2 [2]
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