Datamatics Global Services Limited — PPTs, 28-01-2026: Investor Presentation

**1. Business Performance:** Datamatics reported solid Q3FY26 results with Revenue from Operations at ₹510.1 Cr, up 19.9% YoY and 4.1% QoQ. EBITDA saw impressive growth, jumping 76.4% YoY to ₹96.2 Cr, with EBITDA margins expanding to 18.9%. PAT after non-controlling interest, however, stood at ₹36.4 Cr, a 51% YoY decline, primarily due to a one-time exceptional impact of ₹40.3 Cr from changes in labour codes. Digital Operations led segment revenue at ₹273.8 Cr.

**2. Growth Drivers or Strategy:** The company's strategy emphasizes significant investment in AI, fostering collaboration with hyperscalers like Microsoft and Google, developing proprietary products and platforms, expanding market presence in the US & Europe, and strengthening customer relationships.

**3. Recent Developments:** Datamatics added 5 new clients this quarter and secured key deal wins, including AI-led Finance & Accounting automation for a global automotive maker and a Middle East construction company. They also initiated an AI-powered hyperautomation drive for a Canadian financial firm and partnered for enterprise modernization with a US optical retail giant. Partnerships deepened with a European bank for AI-driven procurement and a global supply chain solution provider for expanded customer management services.

**4. Key Financial Metrics:** Revenue: ₹510.1 Cr (+19.9% YoY, +4.1% QoQ). EBITDA: ₹96.2 Cr (+76.4% YoY). PAT (after NCI): ₹36.4 Cr (-51.0% YoY). Basic & Diluted EPS: ₹6.16. Net Cash & Investments (Net of Debts) stood at ₹540.2 Cr.

**5. Management Commentary / Outlook:** Management's focus remains on leveraging AI and proprietary tech to drive growth, expand geographical footprint, and deepen client engagements, pointing towards continued strategic investments for future performance.