Sagility FY26 Net Profit Rises 71.5% to ₹9,248M
Sagility Limited reported a 71.5% YoY rise in FY26 net profit to ₹9,248 million, with revenue growing 29.1% to ₹71,929 million. The Board recommended a final dividend of ₹0.10 per share.
*this image is generated using AI for illustrative purposes only.
Sagility Limited's Board of Directors approved the audited standalone and consolidated financial results for the quarter and year ended March 31, 2026. The statutory auditors issued unmodified audit opinions on both sets of results. The consolidated performance reflects robust growth across revenue, profitability, and cash generation, driven by strong performance in the company's U.S. healthcare-focused verticals. Additionally, the Board approved the 'Sagility Limited – Employee Stock Options and Performance Stock Units Scheme 2026' (ESOS 2026), subject to shareholder approval via postal ballot. The video recording of the investor/analyst webinar held on May 12, 2026, at 7:30 p.m. (IST), to discuss the audited financial results for the quarter and year ended March 31, 2026, is available on the company's website at https://sagility.com/investor-relations/quarterly-results/ . Pursuant to Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, newspaper advertisements for these results were published in Financial Express and Vishwavani News on May 14, 2026.
FY26 Consolidated Financial Performance
For the financial year ended March 31, 2026, Sagility delivered strong top-line and bottom-line growth. Consolidated revenue from operations grew 29.1% year-on-year to ₹71,929 million (US$ 814.0 million), with organic year-on-year growth of 20.1% (15.0% in constant currency terms). Reported net profit rose 71.5% to ₹9,248 million, with a net profit margin of 12.9%. Profit before tax stood at ₹12,389 million, up 63.0% year-on-year, at a margin of 17.2%. On an adjusted basis, Adjusted EBITDA reached ₹18,200 million (US$ 206.0 million) at a margin of 25.3%, and Adjusted PAT grew 39.5% to ₹11,306 million (US$ 127.9 million) at a margin of 15.7%. The company reported operating cash flow of ₹12,030 million and free cash flow of ₹10,108 million.
The following table summarises the full-year consolidated financial performance:
| Metric (Consolidated): | FY26 (₹ million) | FY25 (₹ million) | YoY Growth |
|---|---|---|---|
| Revenue from Operations: | 71,929 | 55,699 | 29.1% |
| Reported EBITDA: | 18,583 | 13,542 | 37.2% |
| Reported EBITDA Margin: | 25.8% | 24.3% | — |
| Adjusted EBITDA: | 18,200 | 14,685 | 23.9% |
| Adjusted EBITDA Margin: | 25.3% | 26.4% | — |
| Profit Before Tax: | 12,389 | 7,602 | 63.0% |
| Profit Before Tax Margin: | 17.2% | 13.6% | — |
| Reported Net Profit: | 9,248 | 5,391 | 71.5% |
| Reported Net Profit Margin: | 12.9% | 9.7% | — |
| Adjusted PAT: | 11,306 | 8,107 | 39.5% |
| Adjusted PAT Margin: | 15.7% | 14.6% | — |
| Basic EPS (₹): | 1.98 | 1.17 | 69.2% |
| Adjusted EPS (₹): | 2.42 | 1.76 | 37.6% |
Q4 FY26 Quarterly Highlights
For the quarter ended March 31, 2026, consolidated revenue from operations was ₹20,243 million (US$ 222.1 million), representing 29.1% year-on-year growth (22.2% in constant currency terms) and 2.7% sequential growth. Organic year-on-year growth stood at 25.8% (19.4% in constant currency terms). Q4 EBITDA came in at ₹4.85 billion versus ₹3.73 billion in the same quarter of the prior year, with an EBITDA margin of 23.94% compared to 24.00% year-on-year. Adjusted EBITDA for the quarter was ₹5,036 million (US$ 55.2 million) at a margin of 24.9%, while Adjusted PAT stood at ₹3,069 million (US$ 33.6 million) at a margin of 15.2%. The reported net profit for Q4 FY26 was ₹2,577 million, up 41.2% year-on-year, at a margin of 12.7%. Operating cash flow for the quarter was ₹5,327 million, with a conversion rate of 104.6%.
The table below presents the quarterly consolidated performance across key metrics:
| Metric (Q4 FY26): | Q4 FY26 | Q3 FY26 | Q4 FY25 | YoY% | QoQ% |
|---|---|---|---|---|---|
| Revenue from Operations (₹M): | 20,243 | 19,712 | 15,685 | 29.1% | 2.7% |
| EBITDA (₹B): | 4.85 | — | 3.73 | — | — |
| EBITDA Margin: | 23.94% | — | 24.00% | — | — |
| Reported EBITDA (₹M): | 5,094 | 5,195 | 3,832 | 33.0% | — |
| Reported EBITDA Margin: | 25.2% | 26.4% | 24.4% | — | — |
| Adjusted EBITDA (₹M): | 5,036 | 5,125 | 4,176 | 20.6% | -1.7% |
| Adjusted EBITDA Margin: | 24.9% | 26.0% | 26.6% | — | — |
| Profit Before Tax (₹M): | 3,632 | 3,385 | 2,390 | 52.0% | — |
| Profit Before Tax Margin: | 17.9% | 17.2% | 15.2% | — | — |
| Reported Net Profit (₹M): | 2,577 | 2,677 | 1,826 | 41.2% | -3.7% |
| Reported Net Profit Margin: | 12.7% | 13.6% | 11.6% | — | — |
| Adjusted PAT (₹M): | 3,069 | 3,229 | 2,398 | 28.0% | -5.0% |
| Adjusted PAT Margin: | 15.2% | 16.4% | 15.3% | — | — |
| Adjusted EPS (₹): | 0.66 | 0.69 | 0.51 | 28.0% | -5.0% |
| Basic EPS (₹): | 0.56 | — | — | 41.2% | — |
| Total Employees: | 46,860 | 48,522 | 39,409 | 18.9% | — |
| Voluntary Attrition Rate: | 38.1% | 22.8% | 32.5% | — | — |
Balance Sheet, Dividend, and Capital Allocation
As of March 31, 2026, Sagility's consolidated total assets stood at ₹126,011 million, up from ₹110,507 million in the prior year. Total equity increased to ₹96,591 million from ₹83,361 million. Current borrowings stood at ₹5,776 million, while non-current borrowings were nil. Cash and cash equivalents were ₹3,579 million, with additional investments of ₹3,359 million and bank balances of ₹2,100 million. The Board has recommended a final dividend of ₹0.10 per equity share of ₹10 each for FY26, subject to shareholder approval at the ensuing Annual General Meeting (AGM). The record date and dividend payment date will be communicated in due course.
| Parameter: | Details |
|---|---|
| Final Dividend per Share: | ₹0.10 |
| Face Value per Share: | ₹10 |
| Approval Required: | Shareholder approval at AGM |
| Estimated Cash Outflow: | ₹468.13 million |
| Record & Payment Date: | To be communicated in due course |
Analyst Views
Following the FY26 results, leading brokerages have maintained a positive outlook on Sagility. Nomura maintains a Buy rating with a target price of ₹58, citing better-than-expected revenue growth and EBITDA margins, confidence in achieving early double-digit growth in FY27, and conservative management guidance with potential upside. Nomura also expects around 12% revenue growth across FY27–28. Jefferies similarly maintains a Buy rating, raising its target price to ₹54. Jefferies highlighted revenue growth beating estimates, driven by strong hunting and mining engines, healthy client additions, double-digit growth in top accounts, and Broadpath cross-sell synergies. However, Jefferies noted margin and profit misses due to a one-time bonus and higher tax provisions, while expecting an 18% EPS CAGR over FY26–29.
The table below summarises the latest analyst ratings:
| Broker: | Rating | Target Price | Key Highlights |
|---|---|---|---|
| Nomura: | Buy | ₹58 | Better-than-expected revenue growth and EBITDA margins; ~12% revenue growth expected in FY27–28 |
| Jefferies: | Buy | ₹54 | Revenue beat estimates; 18% EPS CAGR over FY26–29; margin miss due to one-time bonus and higher tax provisions |
How might the sharp spike in voluntary attrition to 38.1% in Q4 FY26 impact Sagility's ability to sustain its growth trajectory and margin targets in FY27?
Given the U.S. healthcare sector's exposure to potential policy changes under ongoing regulatory reforms, what risks could materially alter Sagility's revenue growth assumptions for FY27–28?
Will the newly approved ESOS 2026 scheme meaningfully help Sagility address its rising attrition challenge, and how might the associated stock-based compensation costs affect future adjusted margins?
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