CRISIL Limited — Investor Meet, 24-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Crisil delivered robust financial results: FY25 revenues grew 11.9% and Q1 FY26 saw a 30.1% jump, with PAT up 45.9%. Q1 benefitted from a 14.4 crore foreign exchange gain and approximately USD 4.5 million (~37.35 crore) from accelerated global renewals, expected to normalize. An INR 9/share interim dividend was announced.

Management is confident in growth, leveraging Gen-AI across operations as an opportunity for efficiency and new revenue streams, rather than a risk. Domestic ratings surged 20.2% in Q1 FY26 on surveillance fees and new mandates. The Research Analytics & Solutions segment grew 34.9% with margin expansion. Crisil is expanding into wealth management and regional banks, diversifying client portfolio to mitigate macro uncertainties and maintain growth.