Datamatics Global Services Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Datamatics reported strong Q2 FY'26 results: revenue surged 4.8% QoQ to Rs. 490.2 Cr, with EBITDA jumping 17% QoQ to Rs. 88.8 Cr (18.1% margin). PAT rose 25.5% QoQ to Rs. 63.2 Cr. Digital Technologies and Operations drove robust growth and margin expansion. While Digital Experiences saw a temporary dip due to client captive transitions, new client wins are poised to scale. Management is confident in sustaining performance, leveraging operational efficiencies and annual Rs. 40-50 Cr investments in AI and emerging tech. The company expects mid-teens overall growth for FY'26, noting Western markets are bottoming out. Net cash stands healthy at Rs. 509.4 Cr.