Sagility India Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sagility India delivered a strong Q1 FY26. Consolidated revenue hit ₹1,538.9 Cr (+25.8% YoY, +15.4% organic constant currency). Adjusted EBITDA jumped 26.5% to ₹368.7 Cr (24% margin), with PAT up 38% to ₹199.7 Cr. The company secured $32 million in new Annual Contract Value from 18 existing and 4 new clients, including a large regional Blues plan. Management anticipates low-to-mid teens organic constant currency growth for FY26, rising to 20%+ including BroadPath, and forecasts 24%+ Adjusted EBITDA margin. Cost pressures are driving clients to outsource more and adopt transformation, a trend Sagility is capitalizing on with its deep healthcare expertise and AI-driven solutions. The outlook remains confident.