Persistent Systems has reported robust financial results for the second quarter, alongside ambitious growth targets driven by its AI strategy and expanding client base.

Financial Highlights

• Revenue: ₹35,807.20 crore ($406.20 million), up 17.6% year-over-year
• EBIT: ₹5,837.40 crore, with a margin of 16.3%
• Profit After Tax (PAT): ₹4,714.70 crore, representing a 45.1% year-over-year increase

Key Performance Indicators

Growth Strategy and AI Focus

Persistent Systems has outlined an ambitious growth strategy, targeting a 17% revenue compound annual growth rate (CAGR). This strategy is underpinned by:

1. AI-driven initiatives
2. Expansion of client base
3. Maintenance of a 16% EBIT margin
4. Projected 45% increase in profit after tax

The company's focus on AI-led, platform-driven services is expected to be a key driver of this growth. Persistent is leveraging its SASVA platform for AI infrastructure and iAURA for process and document intelligence across various industries.

Segment Performance

• Banking, Financial Services and Insurance (BFSI): ₹12,455.60 crore
• Healthcare & Life Sciences: ₹9,027.32 crore
• Software, Hi-Tech and Emerging Industries: ₹14,324.28 crore

Client Acquisition and Expansion

Persistent Systems reported significant wins across various sectors:

• Collaboration with a global infrastructure provider to scale AI infrastructure platforms
• Development of R&D for endpoint security products for a global cybersecurity leader
• Transformation of tax and accounting software for a global fintech platform
• Leveraging GenAI to improve customer experience for a leading wealth management company

Management Commentary

Sandeep Kalra, CEO and Executive Director of Persistent Systems, stated, "We are pleased to report our 22nd sequential quarter of revenue growth, up 4.2% Q-o-Q and 17.6% Y-o-Y, with operating margin improving to 16.3%. Our AI strategy builds on a strong platform-led foundation and is powered by deep domain knowledge, differentiated IPs, accelerators and strategic partnerships."

Industry Recognition

The company's performance has been recognized by several industry accolades:

• Received the 'Growth Honor of the Year' at Everest Group Elevate 2025
• Named a Leader in the Everest Group Talent Readiness for Next-generation Cloud Services PEAK Matrix® Assessment 2025
• Won multiple ISG Customer Experience (CX) Star Performer Awards

Conclusion

Persistent Systems' strong Q2 results and ambitious growth targets reflect its strategic focus on AI-driven solutions and expanding client relationships. The company's ability to maintain high growth rates while improving profitability positions it well in the competitive IT services landscape.

As Persistent Systems continues to invest in AI capabilities and expand its service offerings, it appears well-positioned to capitalize on the growing demand for digital transformation and AI-powered solutions across various industries.

Persistent Systems Limited has announced a strategic non-deal roadshow scheduled for October 15-16, 2025. This two-day event aims to engage with several prominent institutional investors, showcasing the company's commitment to maintaining strong relationships with key market players.

Roadshow Details

The company has released a detailed schedule of the roadshow, which includes one-on-one meetings with various mutual funds, insurance companies, and asset management firms. Here's a breakdown of the planned interactions:

*The group meeting includes Baroda BNP Paribas Mutual Fund, UTI Mutual Fund, HSBC Mutual Fund, Ashmore India Advisors, Axis Max Life Insurance, Invesco Mutual Fund, and DSP Investment Managers.

Investor Communication

Persistent Systems has emphasized that the roadshow will focus on reiterating information based on the outcome of their investor/analyst call scheduled for October 14, 2025. This call will cover the financial results for the quarter ended September 30, 2025. The company has assured that no unpublished price-sensitive information will be shared during these sessions.

Regulatory Compliance

In compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Persistent Systems has duly informed the National Stock Exchange of India Limited and BSE Limited about this upcoming non-deal roadshow.

This proactive approach to investor relations demonstrates Persistent Systems' commitment to transparency and open communication with its stakeholders. The roadshow provides an opportunity for institutional investors to gain deeper insights into the company's performance and future outlook, potentially influencing their investment decisions.

As the tech sector continues to evolve rapidly, such engagements allow companies like Persistent Systems to maintain their visibility in the market and reinforce investor confidence. The outcome of this roadshow could be a key factor in shaping the company's market perception in the coming months.