Digitide Solutions Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Digitide Solutions reported Q1 FY27 consolidated revenue of INR775 Cr (up 5.3% YoY, down 3.1% QoQ) and EBITDA of INR76.9 Cr (9.9% margin). Profitability returned at INR2.9 Cr after two quarters, despite a INR10 Cr impact from wage code changes. Tech & Digital revenue grew 20.3% YoY.

New CEO Sameer Ahluwalia outlined a strategic pivot to prioritize quality of revenue and earnings over volume. The company plans to unify operations, modernize its India BPM core with AI, expand in Western markets, and pursue selective, smaller M&As. Management expects Q1 was a margin low point, targeting 200 bps EBITDA margin expansion for FY27. There's an active AI pipeline of INR100-150 Cr, with new AI projects contributing INR15 Cr this quarter. Headcount is expected to decline as tech integration increases. The USD1 billion revenue aspiration remains, with a focus on profitable and sustainable growth. Investors should monitor margin improvement and quality earnings.