Teamlease Services Limited — Investor Meet, 22-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

TeamLease's Q4 FY26 revenues hit INR 2,925 crore (-2% QoQ), with full-year revenue up 6%. Despite NBFC insourcing, Q4 EBITDA rose 8% QoQ (FY +14%) and PAT 22% YoY (FY +33%), reflecting operating discipline. Net free cash stands at INR 600 crore, enabling a Board-approved share buyback.

General staffing showed underlying growth, adjusting for insourcing. Specialised Staffing reached 7,500 associates, boosting PAPM and PBT by 17% and 15% YoY respectively, fueled by high-value skills and GCCs. Management targets over 20% FY27 EBITDA growth, exiting low-margin work and investing in future capabilities, confident in a formalizing job market.