Hinduja Global Solutions Limited — Investor Meet, 04-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HGS posted Q4 revenue of ₹1,297.7 Cr, with EBITDA margins rising to 21.5% from 19%, and a near breakeven PAT loss of ₹1.7 Cr. FY25 revenue declined due to BPM softness, while media grew ~17-18%. Full-year EBITDA margin held steady at 16.4%, with net profit of ₹100.7 Cr. Operating cash flow surged to ₹457 Cr, supporting acquisitions and expansion.

Management emphasized growth in mid-market BPM clients and digital/AI services like Agent X, along with stable media driven by broadband growth and enterprise contracts. New tech centers in Bangalore and Cape Town are scaling well. The focus remains on offshoring BPM delivery, boosting digital revenue, and expanding AI solutions. Cash reserves (~₹7,855 Cr net worth, ₹1,187 Cr debt) are allocated for targeted tech-driven acquisitions over 12-18 months. Leadership transition is complete, with confident outlook on digital transformation and margin expansion.