Hinduja Global Solutions Limited held its Q3 and nine months FY2026 earnings conference call on February 13, 2026, outlining the company's financial performance and strategic initiatives focused on AI-led digital transformation. The company emphasized its current transformation phase, prioritizing profitability and delivery excellence while investing in capabilities for enhanced growth and organizational agility.

Financial Performance Overview

The company's Q3 FY2026 financial results reflect a focus on margin improvement amid challenging market conditions:

Revenue for Q3 FY2026 declined 1.4% sequentially but increased 1.1% year-on-year. The company recorded a one-time impact of Rs. 4.5 crores during the quarter from India's new labour codes implementation. Total PAT for the quarter, including continuing and discontinued operations, stood at Rs. 34.4 crores.

AI-Driven Growth Strategy and New Client Acquisitions

Hinduja Global Solutions added 21 new logos in Digital Operations and Technology Services during Q3 FY2026, representing one of its strongest quarters for new signings. These wins are expected to support growth in the next fiscal year as they scale from early stages to full delivery. The company's sales pipeline remains robust, led by Digital Operations and Technology Services, with growing client appetite for AI-infused solutions across customer experience in BFSI, healthcare operations, and back-office transformation.

The company is positioning HGS Agent X as its default delivery platform for every new customer experience opportunity. The platform now features a 15-module framework with 21 AI assistants supporting 4.5 million minutes of voice interactions and close to 3 million minutes of digital interactions.

HGS Agent X Solutions Portfolio

Hinduja Global Solutions has developed eight new solutions across BFSI, healthcare, retail, and consumer products, including:

• AMLens: Anti-money laundering solution delivering 75% reduction in case analysis time and 60% fewer false positives
• Interaction Intelligence: AI-powered customer engagement solution providing 80+ actionable insights
• Healthcare Caseworker: Specialized healthcare operations solution

HGS Interaction Intelligence addresses operational challenges through real-time QA powered by machine learning and large language models. One client using the solution moved from reviewing 1% of calls to 25% for the same cost, with review cycles reduced from one month to under one day.

Digital Media Business Performance

The digital media business under NXTDIGITAL continues expanding its broadband operations through Mission Bharat initiative. Key achievements include:

The broadband business shows positive customer migration trends, with the 101-200 Mbps segment increasing from 6% to 9% of the customer base, while the 10-30 Mbps segment decreased from 28% to 21%. Monthly churn in linear television remains below 2%, with ARPU maintained at Rs. 122 year-on-year.

Operational Improvements and Market Position

Hinduja Global Solutions reported measurable productivity improvements from AI-infused delivery, with margin improvements of 15% to 20% in onshore locations (US, Canada, UK) and around 10% for offshore delivery. The company has reduced operational cycle times by 30% to 40% from hiring to achieving full productivity in contact center operations.

Revenue composition shows CX operations contributing 55% of total revenue, while Digital and Media services account for 45%. From a vertical perspective, Technology, Media, and Telecom remains the largest segment at 50%, followed by BFSI at 18% and Consumer and Retail at 16%. The company maintains strong client diversification with the top client accounting for 6.4% of revenue and top five clients representing 18.8%.

Hinduja Global Solutions Limited has made the audio recording of its Q3 FY2026 earnings conference call available to stakeholders, following regulatory compliance requirements under SEBI listing obligations.

Regulatory Compliance Update

The company informed BSE Limited and National Stock Exchange of India about the availability of the Q3 FY2026 earnings conference call audio recording held on February 13, 2026. This disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligation and Disclosure Requirement) Regulations 2015.

Audio Access Information

The audio recording is accessible through multiple channels for investor convenience. The primary link provides direct access to the MP3 file, while an alternative route is available through the company's dedicated investor relations portal.

Previous Q3 FY2026 Performance Highlights

The earnings call covered the company's Q3 FY2026 financial performance, which showed total income of ₹1,192.20 crore with operating revenue of ₹1,075.40 crore. The quarter demonstrated EBITDA of ₹133.70 crore with margins of 11.20%.

Corporate Communication

The notification was signed by Company Secretary Narendra Singh and communicated to both major stock exchanges. The company maintains its commitment to transparent investor communication through regular disclosures and accessible earnings materials.

The transcript of the earnings conference call will be made available to stakeholders in due course, providing detailed insights into the company's quarterly performance and strategic initiatives discussed during the call.