Teamlease Services Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TeamLease Q3 FY26 saw flat revenue QoQ, up 8% YoY, with EBITDA growing 11% QoQ and 22% YoY, driven by digitization and cost optimization. PBT surged 69% QoQ, mainly due to tax refunds. Headcount dropped by ~27,000 largely from regulatory-driven client insourcing in BFSI and agri sectors, an impact now fully absorbed. Management projects positive headcount growth in Q4, citing strong demand pipelines for general and specialized staffing. Specialized staffing shows continued growth, fueled by GCCs and niche tech skills (AI, data). The board will discuss capital allocation for a potential share buyback in Q4. Outlook remains confident.