SIS LIMITED — Investor Meet, 07-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SIS Limited reported its highest-ever consolidated revenue at INR 3,428 Cr, up 9.3% YoY, driven by strong growth across India Security (INR 1,435 Cr), FM (INR 587 Cr), and International Security (INR 1,424 Cr). EBITDA grew 10.1% YoY to INR 165 Cr (4.8% margin), and operating PAT surged 53% YoY to INR 83 Cr, despite a non-cash goodwill impairment of INR 306 Cr. Net debt reduced sharply to INR 429 Cr with net debt/EBITDA at 0.7x. International segment secured AUD 180 million recurring contracts. Management emphasizes revenue growth, margin expansion, cash flow, and disciplined acquisitions without equity dilution.