XTGlobal Infotech Limited has released its comprehensive investor presentation covering financial results for the quarter and nine months ended December 31, 2025, following the Board's earlier approval on February 14, 2026. The presentation provides detailed insights into the company's performance, strategic initiatives, and growth outlook.

Q3FY26 Standalone Performance Highlights

The company demonstrated robust standalone performance during Q3FY26 with significant margin improvements. Revenue from operations reached ₹17.8 crores compared to ₹17.4 crores in Q3FY25, representing a growth of 2.7% year-on-year. The company achieved remarkable profitability enhancement with EBITDA rising 46.0% to ₹4.3 crores and margins expanding 716 basis points to 24.2%.

Consolidated Financial Performance

Consolidated performance showed substantial scale with revenue reaching ₹92.5 crores in Q3FY26. The consolidated results reflect the full integration impact of Network Objects Inc, which became a subsidiary from January 2025. For the nine-month period, consolidated revenue stood at ₹279.2 crores with PAT of ₹10.9 crores.

Key Business Developments

The company reported several strategic developments during the quarter. XTGlobal added 7 new client engagements, comprising 5 in Finance & Accounting Services and 2 in IT Services, supporting future revenue growth. The company received approval from Andhra Pradesh Industrial Infrastructure Corporation for name change from Xenosoft to XTGlobal at its Madhurawada unit, completing the SEZ exit process.

ESOP Implementation and Corporate Actions

The Board approved allotment of 5,61,500 equity shares under the Employee Stock Benefit Scheme, comprising 3,24,000 ESOP shares at ₹20 per share and 2,37,500 RSU shares at ₹1 per share. This increased the paid-up equity share capital from ₹13,35,62,205 to ₹13,41,23,705.

Strategic Vision and Growth Drivers

According to CEO Ramarao Mullapudi, the company is witnessing increasing traction in Global Capability Centre engagements as enterprises expand India-based delivery capabilities. The presentation highlights five key growth drivers including rising demand for AP automation, growing IT demand, cloud adoption acceleration, enterprise RPA, and offshore HR and finance services boom. The company maintains strong partnerships with technology leaders including Microsoft, Oracle, AWS, and UiPath while holding multiple certifications including ISO 27001 and CMMI Level 3.

Financial Outlook

The company's strategic focus remains on strengthening client partnerships, expanding market reach in high-growth sectors like BFSI and healthcare, and scaling digital cloud capabilities. With proven IT expertise and robust long-term client contracts, XTGlobal positions itself as a strong player in the digital transformation space with sustainable growth prospects.

Xtglobal Infotech Limited has formally disclosed the signing of a term sheet for a proposed acquisition in the IT/ITES sector through a regulatory filing dated January 16, 2026. The disclosure, made under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, provides comprehensive details about the strategic acquisition.

Regulatory Compliance and Disclosure

The company has submitted the disclosure to both BSE (Scrip Code: 531225) and NSE (Symbol: XTGLOBAL), ensuring full compliance with regulatory requirements. Company Secretary and Compliance Officer Sridhar Pentela signed the disclosure, emphasizing the company's commitment to transparent corporate governance.

Acquisition Structure and Timeline

The target entity operates primarily in the United States IT/ITES sector and is described as being of moderate scale. The acquisition is structured to support strategic growth, business expansion, and operational synergies, strengthening the company's overall business profile.

Strategic Implications

The proposed acquisition does not constitute a related party transaction, with promoters and group companies having no interest in the target entity. The transaction is being conducted at arm's length, ensuring fair valuation and transparent dealings.

Certain commercial details, including the target entity's size, turnover, and financial performance for the past three years, remain confidential due to commercial sensitivity and confidentiality obligations under the term sheet. The company has committed to making further disclosures upon execution of definitive agreements and transaction completion.

Next Steps

The acquisition remains subject to completion of due diligence, execution of definitive agreements, and receipt of necessary statutory, regulatory, and governmental approvals. The company will provide updated disclosures as the transaction progresses through these critical phases.