SIS LIMITED — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SIS Limited reported a robust Q4 FY26, achieving record revenue of INR 4,489 crore (+31% YoY) and EBITDA of INR 207 crore (+25.6% YoY). Operating PAT reached INR 105.5 crore, with ROCE improving to 16.5% and Day Sales Outstanding (DSO) at 63 days. Management sees Labour Codes as a significant industry inflection point, driving compliance and technology adoption. Strategic priorities include consolidating market share in India and realizing synergies from the APS acquisition. The company targets over 15% growth and 15% ROCE, showcasing confidence in its resilient, multi-engine platform. Cash business IPO is ready, awaiting favorable market conditions.