Hinduja Global Solutions Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HGS reported Q1 FY26 operating revenue of Rs 1,056.2 Cr. EBITDA margin expanded 169 bps YoY to 13.5%, reflecting a focus on margin growth. Total PAT was Rs 11.2 Cr, aided by a gain from discontinued operations. Net cash stands at Rs 5,140 Cr.

The company is transforming into an "Intelligent Experiences Company" with a 5-year AI-focused plan. Its Agent X AI platform is active with 20 clients, delivering significant productivity and cost benefits. The digital services pipeline is robust. While the media segment faced Q1 losses, the growing broadband business, especially CelerityX, is targeted to offset these headwinds. Management plans to deploy the significant cash balance towards strategic AI-focused acquisitions for future value and growth. Management expresses confidence in the strategic shift.