Zensar Technologies Limited — PPTs, 22-07-2025: Investor Presentation

**1. Financial Highlights:**

Zensar Technologies delivered Q1FY26 revenue of $162.0M, up 4.9% YoY (reported) and 1.9% QoQ (constant currency). Gross Margins improved to 30.5% (+20bps QoQ); EBITDA was 15.2%, PAT 13.1%. New orders hit $172.0M (+11.7% YoY). The company holds $315.7M in cash & investments. Healthcare & Life Sciences led sector growth with 16.5% YoY constant currency.

**2. Strategic Initiatives & Growth Drivers:**

Revenue growth is driven by increasing AI-led deals and solution delivery. Zensar's focus on next-gen tech reskilling ensures high utilization and records its lowest attrition in two years.

**3. Business Developments:**

Key Q1 wins highlight AI integration: a design system migration for a major sports betting group, GenAI-enhanced user experience for a pharma firm, and AI-led automated legal contract generation for Fintech.

**4. Market Position & Competitive Advantage:**

Zensar maintains a strong market position, evidenced by best-in-class customer satisfaction and relevant Experience Engineering offerings. Growth in $10M+ clients (from 14 to 16) signals effective large client engagement.

**5. Investor Implications:**

This quarter suggests positive growth potential, primarily from AI adoption and operational efficiency. Healthy financial reserves provide investment flexibility. Investors should weigh the cautious outlook due to current macro uncertainties.