Sagility India Limited (NSE: SAGILITY, BSE: 544282), a leading provider of technology-enabled business solutions for the U.S. healthcare industry, has announced strong financial results for the first quarter of fiscal year 2026, ending June 30, 2025.

Financial Highlights

• Revenue reached ₹15,389.00 million ($180.40 million), marking a 25.8% year-over-year growth (23.1% in constant currency terms).
• Organic year-over-year growth stood at 17.9% (15.4% in constant currency terms).
• Adjusted EBITDA was ₹3,687.00 million ($43.20 million), representing 24.0% of revenue and a 26.5% year-over-year increase.
• Adjusted PAT (Profit After Tax) came in at ₹1,997.00 million ($23.40 million), or 13.0% of revenue, showing a 38.0% year-over-year growth.
• Basic Earnings Per Share (EPS) reached ₹0.32, a substantial 530.0% year-over-year increase.
• Adjusted Basic EPS was ₹0.43, up 30.5% year-over-year.

Operational Highlights

• The company's workforce expanded to 39,917 employees by the end of Q1.
• Sagility now operates across 5 countries with 33 delivery centers.
• The company added 4 new clients during the quarter, bringing the total active client groups to 77.
• Sagility won $32.00 million in new business and expansions (potential steady state Annual Contract Value) in Q1 FY26.

Strategic Developments

Ramesh Gopalan, Managing Director and Group CEO, commented on the results: "We've entered FY26 with strong momentum and confidence in our position as a leading provider of solutions and services for U.S. healthcare payers and providers. Despite ongoing regulatory and policy shifts, our business continues to demonstrate resilience and sustained growth. We are deepening engagement with both long-standing and newer clients, while maintaining robust profitability. The integration of BroadPath is progressing smoothly."

Sarvabhouman Srinivasan, Group Chief Financial Officer, added: "We have started FY26 with a healthy revenue momentum and disciplined execution driving balanced financial performance. Margins remain stable, supported by improved delivery efficiency, cost optimization, and early gains from BroadPath integration. Cash generation continues to be robust, enabling us to fund strategic priorities and maintain financial flexibility."

Industry Recognition

Sagility has received notable industry recognition:

• Named a Leader by Avasant in the Healthcare Payer Business Process Transformation 2025 RadarView.
• Named a Leader by Avasant in the Clinical and Care Management Business Process Transformation 2025 RadarView.
• Won the "Most Preferred Workplace FY26" award by Marksmen Daily.

Client Diversification

The company has shown progress in diversifying its client base:

Looking Ahead

With a strong start to FY26, Sagility India Limited appears well-positioned to capitalize on the growing demand for healthcare business process management services. The company's focus on deepening client relationships, operational efficiency, and strategic integrations is likely to drive continued growth and profitability in the coming quarters.

As the healthcare industry continues to evolve, Sagility's investments in automation and AI capabilities are expected to play a crucial role in delivering improved efficiencies and better business outcomes for its clients.

Sagility India has made a significant move in its debt management strategy by repurchasing Non-Convertible Debentures (NCDs) worth ₹124.50 crores from Sagility B.V. This substantial buyback represents a noteworthy financial transaction for the company.

Key Points of the Repurchase

• Repurchase Amount: ₹124.50 crores
• Seller: Sagility B.V.
• Instrument: Non-Convertible Debentures (NCDs)

Implications of the Buyback

This repurchase of NCDs by Sagility India marks a considerable repayment activity, potentially indicating the company's focus on managing its debt obligations. The buyback of these fixed-income securities from Sagility B.V. could have several implications:

1. Debt Reduction: By repurchasing the NCDs, Sagility India is effectively reducing its outstanding debt, which may improve its balance sheet position.

2. Financial Flexibility: The repurchase might provide Sagility India with increased financial flexibility, potentially allowing for better capital allocation in the future.

3. Investor Confidence: Such a significant repayment could be viewed positively by investors and stakeholders, as it demonstrates the company's ability to meet its financial commitments.

4. Inter-company Transaction: Given that the NCDs were repurchased from Sagility B.V., this transaction might be part of a broader corporate restructuring or inter-company financial management strategy.

While this repurchase represents a substantial financial move for Sagility India, investors and analysts will likely be keen to understand the broader context of this transaction and its impact on the company's overall financial health and strategy going forward.