Hinduja Global Solutions Limited — PPTs, 18-02-2025: Investor Presentation

Hinduja Global Solutions Limited reported a total income of ₹1,234.9 crore for Q3 FY2025, marking a decrease from ₹1,294.9 crore in Q3 FY2024. Operating revenue stood at ₹1,064.1 crore, with an EBITDA of ₹234 crore and margins improving to 19%. The first nine months of FY2025 saw total income of ₹3,661 crore, driven by a healthy operating revenue of ₹3,243.1 crore.

The company continues to capitalize on growth in technology services, securing significant contracts despite delays in decision-making for awards. Key highlights include the completion of a merger involving multiple US subsidiaries and robust demand in the offshoring sector, particularly in the APAC region. A new delivery center in Bengaluru has been inaugurated to bolster core IT and AI platform services, reflecting HGS's commitment to expanding its capabilities. Positive trends in their broadband and digital TV segments are evident, with improvements in ARPUs and customer retention strategies.

Investors should note the ongoing transformation towards managed services and increased focus on AI-driven solutions, which could enhance margins and create non-linear revenue growth opportunities.