Q4 2025 Zensar Technologies Ltd Earnings Call Transcript
Key Points
- Zensar Technologies Ltd (BOM:504067) reported a year-over-year revenue growth of 5.1% in constant currency terms for FY25.
- The company achieved a gross margin of 30.3% in Q4 FY25, with a sequential growth of 20 basis points.
- Order book stood at $213.5 million, marking a year-over-year growth of 17.6%, and this is the third consecutive quarter with an order book exceeding $200 million.
- Voluntary attrition reduced to 9.9% in Q4, the lowest in recent years, indicating improved employee retention.
- The Board of Directors recommended a final dividend of INR11 per share for FY25, reflecting a significant increase in the dividend payout ratio to 40%-50% of consolidated profits.
- Revenue growth in healthcare, manufacturing, and consumer services sectors witnessed declines of 1.4% and 2.6%, respectively, in constant currency terms.
- The company is facing geopolitical uncertainties and cautious client sentiment, which could impact future growth.
- There is a noted rightward shift in demand, indicating potential delays in client decision-making and project commencements.
- The macroeconomic environment remains uncertain, with potential impacts from tariffs and other geopolitical factors.
- Despite strong order bookings, the company acknowledges that the competitive intensity may increase if demand compresses further.
Ladies and gentlemen, good day and welcome to Zensar Q4 FY25 conference call hosted by HDFC Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Amit Chandra from HDFC Securities. Thank you and over to you, Mr. Chandra.
Yeah. Thank you, operator. Good evening, everyone. On behalf of HDFC Securities, I welcome you all to the Zensar Technologies quarter four FY25 earnings call. We have with us Mr. Manish Tandon, CEO and Managing Director; Mr. Pulkit Bhandari, Chief Financial Officer; and few other members of the senior management team.
Before I hand over the call to Manish, I would like to highlight that the safe harbor statement on the second slide of the earnings presentation is assumed to be read and understood. Thank you, and over to you, Manish.
Thank you, Amit. Hello, good morning
| 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
