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Latest filing: 2026-07-28 10:46
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37 announcements match the current filters (relevance ≥ 5).
Sagility Q1 FY27: 27.6% Revenue Growth to ₹1,963.5 Cr; $35.3M New ACV Signed
Sagility reported a strong start to FY27 with Q1 revenue reaching ₹1,963.5 crore, a 27.6% YoY increase. Adjusted PAT grew 35.1% YoY to ₹269.7 crore, maintaining a healthy 24% EBITDA margin despite absorbing statutory wage hikes in Karnataka and Telangana. The company signed $35.3 million in new steady-state Annual Contract Value (ACV) and successfully integrated the CareSeed acquisition, adding 26 mid-market clients. Management is pivoting towards outcome-driven managed service deals and leveraging its 'Sagility Synchrony' AI platform to drive operational efficiencies.
Confidence: HIGH
What changedThe company has successfully integrated CareSeed to expand into the mid-market segment and is transitioning from fragmented process-led models to integrated, AI-led outcome-driven frameworks.
Why it mattersThe ability to maintain 24% EBITDA margins while absorbing significant statutory wage hikes demonstrates strong operating leverage and pricing power in the specialized US healthcare BPM market.
Q1 Revenue: ₹1,963.5 CrYoY Revenue Growth: 27.6%New ACV Signed: $35.3 MillionNew ACV vs TTM Revenue: ~4.1%Adjusted EBITDA Margin: 24%Total Headcount: 47,307
📅 Short termThe stock may see positive sentiment following strong YoY growth and margin resilience despite seasonal sequential declines and wage pressures.
📈 Long termStructural shift towards AI-led BPaaS and mid-market expansion via acquisitions could help diversify the high client concentration (Top 10 clients > 90% revenue).
⚠ Risk flags
- High client concentration (Top 10 clients contribute >90% revenue)
- US regulatory shifts impacting geographic concentration
- Potential margin dilution from the new 3% ESOP pool
Key Highlights
Revenue grew 27.6% YoY to ₹1,963.5 crore ($207.8 million), with organic constant currency growth at 14.9%.
Signed $35.3 million in steady-state ACV during the quarter across 18 existing clients and 1 new logo.
Adjusted PAT increased 35.1% YoY to ₹269.7 crore, representing a 13.7% net margin.
Voluntary attrition improved significantly to 28.6% from 38.1% in the preceding quarter (Q4 FY26).
CareSeed acquisition (closed June 2026) added 26 new clients and specialized capabilities in Medicare Advantage quality reporting.
👀 What to Watch
Monitor the execution of the $35.3M new ACV and the impact of the proposed 3% ESOP pool on future employee costs. Watch for seasonal revenue spikes in Q3 and Q4, which typically align with the US healthcare open enrollment period.
27.6% Revenue Growth in Q1 FY27; Sagility Acquires CareSeed to Expand Client Base to 109
Sagility reported a strong start to FY27 with Q1 revenue reaching ₹1,963.5 Cr, a 27.6% YoY increase (15.2% in constant currency). Adjusted PAT grew 35.1% YoY to ₹269.7 Cr, supported by resilient Adjusted EBITDA margins of 24.0%. A key strategic highlight was the acquisition of CareSeed, which added 26 new client groups and helped reduce top-10 client concentration from 90.5% in FY25 to 84.1%. The company also secured $35.3 million in steady-state Annual Contract Value (ACV) during the quarter.
Confidence: HIGH
What changedSagility has successfully integrated the CareSeed acquisition and demonstrated strong organic growth while beginning to diversify its highly concentrated client base.
Why it mattersThe reduction in top-10 client concentration from 90.5% to 84.1% is a critical de-risking step for a company where the top 3 clients still contribute 60.1% of revenue. Maintaining 24% EBITDA margins despite growth investments indicates strong operational efficiency.
Q1 Revenue: ₹1,963.5 CrYoY Revenue Growth: 27.6%Adjusted EBITDA Margin: 24.0%Total Client Groups: 109New ACV Secured: $35.3 millionTop 10 Client Concentration: 84.1%
📅 Short termThe stock may see positive sentiment due to strong YoY earnings growth and the successful addition of 27 new clients in a single quarter.
📈 Long termStructural improvements in client diversification and expansion into Medicare Advantage analytics via CareSeed position the company for sustainable growth in the U.S. healthcare BPM market.
⚠ Risk flags
- High client concentration (Top 3 clients still contribute 60.1% of revenue)
- 100% geographic concentration in the U.S. healthcare market
- High voluntary attrition rate of 28.6%
Key Highlights
Revenue grew 27.6% YoY to ₹1,963.5 Cr, representing approximately 27% of the TTM revenue of ₹7,193 Cr.
Adjusted PAT increased 35.1% YoY to ₹269.7 Cr, with Basic EPS rising 45.9% to ₹0.46.
Acquired CareSeed during the quarter, expanding the total client base to 109 from 82 at the end of FY26.
Top 10 client concentration improved to 84.1% compared to 90.5% in FY25, reducing dependency risks.
Secured $35.3 million in steady-state Annual Contract Value (ACV) through existing client expansion and new wins.
👀 What to Watch
Monitor the integration of CareSeed and its impact on mid-market segment margins. Watch for the return of seasonal revenues in Q3 and Q4 FY27, which typically drive higher volumes in the U.S. healthcare payer market.
Sagility Q1 FY27: PAT Jumps 45.9% YoY to ₹216.8 Cr; Revenue Up 27.6%
Sagility Limited reported a strong start to FY27 with revenue from operations growing 27.6% YoY to ₹1,963.5 cr. Net profit (PAT) surged 45.9% YoY to ₹216.8 cr, driven by volume growth and the integration of the CareSeed acquisition. While EBITDA margins remained stable at 23.0%, the company successfully reduced its Top 3 client concentration to 60.1% from 66.2% in FY25. The total headcount expanded to 47,307, reflecting an 18.5% increase in delivery capacity to support business momentum.
Confidence: HIGH
What changedThe company has delivered strong double-digit growth in both revenue and profit while successfully diversifying its client base through acquisitions.
Why it mattersThe results validate Sagility's ability to scale its specialized healthcare BPM model and reduce dependency on its largest clients, which was previously a significant risk factor.
Revenue (Q1 FY27): ₹1,963.5 crRevenue vs TTM Revenue: ~27.3%PAT (Q1 FY27): ₹216.8 crYoY PAT Growth: 45.9%Top 3 Client Concentration: 60.1%Total Headcount: 47,307
📅 Short termThe stock is likely to react positively to the strong YoY growth in PAT and the successful reduction in client concentration.
📈 Long termStructural improvements in client diversification and expansion into mid-market segments via M&A suggest a sustainable growth trajectory in the US healthcare market.
⚠ Risk flags
- High geographic concentration (100% US-linked revenue)
- High client concentration (Top 10 at 84.1%)
- Voluntary attrition rate remains high at 28.6%
Key Highlights
Revenue from operations increased 27.6% YoY to ₹1,963.5 cr, representing ~27.3% of TTM revenue.
Profit After Tax (PAT) surged 45.9% YoY to ₹216.8 cr, compared to ₹148.6 cr in Q1 FY26.
Top 3 client revenue concentration improved to 60.1% from 66.2% in the previous fiscal year.
Total employee headcount grew to 47,307, an addition of 7,390 employees over the last 12 months.
Added 27 new client groups during the quarter, primarily through the CareSeed acquisition effective June 11, 2026.
👀 What to Watch
Monitor the integration of CareSeed and the company's ability to maintain EBITDA margins near its 25% target. Watch for seasonal revenue peaks in Q3 and Q4 which typically drive higher profitability in the healthcare payer segment.
27.6% Revenue Growth in Q1 FY27; Sagility Acquires CareSeed for Healthcare Analytics
Sagility reported a strong start to FY27 with Q1 revenue reaching ₹1,963.5 Cr, a 27.6% YoY increase. Adjusted PAT grew 35.1% YoY to ₹269.7 Cr, supported by $35.3M in new steady-state ACV wins. The company strategically acquired CareSeed, a US-based healthcare analytics firm, adding 26 new client groups and strengthening its Medicare Advantage capabilities. Management also committed to fully repaying its outstanding debt of ₹567 Cr within the current financial year.
Confidence: HIGH
What changedSagility reported strong Q1 FY27 earnings and announced the acquisition of CareSeed to bolster its tech-led BPaaS offerings.
Why it mattersThe results confirm strong organic growth momentum (27.3% organic) and a clear path to becoming debt-free by the end of FY27, while reducing reliance on its top 10 clients.
Q1 FY27 Revenue: ₹1,963.5 CrAdjusted PAT Growth (YoY): 35.1%New ACV Won: $35.3MDebt Repayment Plan (FY27): ₹567 CrQ1 Revenue vs TTM Revenue: ~27.3%
📅 Short termThe stock may react positively to the strong double-digit growth in PAT and the clear debt repayment schedule.
📈 Long termThe shift toward AI-led integrated quality operations and expansion into the mid-market via acquisitions like CareSeed and BroadPath supports long-term margin stability.
⚠ Risk flags
- High client concentration (Top 10 at 84.1%)
- 100% geographic concentration in the US healthcare market
- Impact of statutory minimum wage hikes on operating margins
Key Highlights
Revenue from operations grew 27.6% YoY to ₹1,963.5 Cr in Q1 FY27.
Won $35.3M of steady-state Annual Contract Value (ACV) across 18 existing and 1 new client.
Acquired CareSeed (CY25 Revenue: $5.1M) to enhance HEDIS reporting and AI-led quality operations.
Top 10 client concentration improved to 84.1% from 90.5% in FY25, showing diversification.
Company plans to repay the entire ₹567 Cr debt principal in FY27.
👀 What to Watch
Monitor the integration of CareSeed and its impact on cross-selling to mid-market payers. Watch for the margin impact of statutory minimum wage hikes in Karnataka and Telangana, estimated at 1.2% for FY27.
Sagility Q1 FY27 PAT Surges 45.9% YoY to ₹216.8 Cr; Revenue Up 27.6%
Sagility Limited reported a strong start to FY27 with Q1 revenue from operations growing 27.6% YoY to ₹1,963.5 Cr. Net profit (PAT) saw a significant jump of 45.9% YoY to ₹216.8 Cr, supported by a 29.3% growth in the Payer vertical. The company successfully reduced its Top 3 client concentration to 60.1% (from 66.2% in FY25) and added 27 new client groups, largely through the CareSeed acquisition. EBITDA margins remained healthy at 23.0% (Reported) and 24.0% (Adjusted).
Confidence: HIGH
What changedSagility reported its first-quarter results for FY27, showing robust double-digit growth in both revenue and profitability while re-appointing PwC as internal auditors.
Why it mattersThe results demonstrate strong execution in the US healthcare Payer market and successful integration of recent acquisitions, which is critical given the company's high geographic and client concentration.
Q1 FY27 Revenue: ₹1,963.5 CrYoY Revenue Growth: 27.6%Q1 FY27 PAT: ₹216.8 CrAdjusted EBITDA Margin: 24.0%Top 3 Client Concentration: 60.1%Revenue vs TTM Revenue: ~27.3%
📅 Short termThe stock is likely to react positively to the strong YoY profit growth and the successful reduction in client concentration risks.
📈 Long termThe company's strategy of diversifying its client base and expanding into the mid-market via acquisitions like CareSeed and BroadPath appears to be yielding results, supporting its long-term growth guidance of 21%.
⚠ Risk flags
- High geographic concentration (100% US revenue)
- Top 10 clients still contribute 84.1% of total revenue
- Voluntary attrition remains high at 28.6%
Key Highlights
Revenue from operations increased 27.6% YoY to ₹1,963.5 Cr for Q1 FY27.
Profit After Tax (PAT) grew 45.9% YoY to ₹216.8 Cr compared to ₹148.6 Cr in Q1 FY26.
Added 27 new client groups in the quarter, including 30 clients via the CareSeed acquisition.
Top 3 client revenue concentration improved to 60.1% from 66.2% in the previous fiscal year.
Total headcount increased to 47,307 employees, up 18.5% YoY.
👀 What to Watch
Watch for the continued diversification of the client base and the impact of the CareSeed acquisition on mid-market penetration. Investors should also monitor if the company can sustain its ~25% Adjusted EBITDA margin target amidst rising employee costs.
₹0.10 Final Dividend: Sagility Limited Sets Record Date and TDS Guidelines for FY2025-26
Sagility Limited has announced a final dividend of ₹0.10 per equity share for the financial year 2025-26. The record date to determine shareholder eligibility is fixed for August 7, 2026, with the payout subject to approval at the AGM on August 20, 2026. The company has detailed Tax Deduction at Source (TDS) procedures, including a 10% rate for resident shareholders with valid PAN and a ₹10,000 exemption threshold for individuals. Shareholders must submit tax-related documents by August 14, 2026, to avail of lower or nil withholding rates.
Confidence: HIGH
What changedThe company has established the specific timeline and tax compliance requirements for its previously recommended final dividend for FY26.
Why it mattersThis is a routine administrative update that clarifies the net payout shareholders will receive after tax and the deadlines for submitting exemption forms.
Dividend per share: ₹0.10Record Date: August 7, 2026AGM Date: August 20, 2026TDS Rate (Resident with PAN): 10%Dividend Yield (at ₹41.2): 0.24%
📅 Short termThe stock may see minor price adjustments around the ex-dividend date; however, the small dividend amount (0.24% yield) is unlikely to cause significant volatility.
📈 Long termLimited structural significance as this is a routine distribution of profits representing a small portion of TTM PAT.
Key Highlights
Final dividend recommended at ₹0.10 per equity share of face value ₹10
Record date for dividend eligibility is Friday, August 7, 2026
Annual General Meeting (AGM) to be held on August 20, 2026
TDS of 10% applicable for resident shareholders with valid PAN; 20% if PAN is missing or inoperative
No TDS for resident individuals if the total dividend for FY2026-27 does not exceed ₹10,000
👀 What to Watch
Shareholders should ensure their PAN and Aadhaar are linked and bank account details are updated with their Depository Participant before the August 7 record date.
₹149.50 Cr Partial Redemption of Unlisted NCDs to Sagility B.V.
Sagility Limited has completed a partial redemption of 1,495 unsecured, unlisted Non-Convertible Debentures (NCDs) on July 03, 2026. The total principal amount paid was ₹149.50 Cr to the debenture holder, Sagility B.V., based on a 2021 trust deed. Additionally, the company paid ₹2.88 Cr in interest for the period April-July 2026 at an 8% annual rate. This redemption represents approximately 19% of the company's total reported debt of ₹787 Cr.
Confidence: HIGH
What changedThe company has partially repaid its unsecured, unlisted debt, reducing its total debt obligations by ₹149.50 Cr.
Why it mattersThis move reduces the company's interest burden and further strengthens an already healthy balance sheet (D/E ratio was 0.08). It demonstrates the company's ability to utilize cash flows for de-leveraging.
Redemption Amount: ₹149.50 CrInterest Paid: ₹2.88 CrInterest Rate: 8% p.a.Redemption vs Total Debt: ~19%Redemption vs Net Worth: ~1.4%
📅 Short termThe announcement is likely to be viewed neutrally to slightly positively by the market as it confirms scheduled debt servicing and reduction.
📈 Long termConsistent debt reduction improves financial flexibility for Sagility's stated strategy of M&A and expansion into the US healthcare mid-market.
⚠ Risk flags
- Related-party transaction (payment to Sagility B.V.)
Key Highlights
Redemption of 1,495 NCDs with a face value of ₹10,00,000 each, totaling ₹149.50 Cr
Interest payment of ₹2.88 Cr made for the period April 01, 2026, to July 02, 2026
The NCDs carried an interest rate of 8% per annum
Redemption amount accounts for ~19% of the company's total debt of ₹787 Cr
Payment made to Sagility B.V. following shareholder approval obtained on March 21, 2025
👀 What to Watch
Investors should monitor the reduction in interest costs in the next quarterly P&L and track if further redemptions are planned for the remaining unlisted debt.
Sagility Clarifies ESOP/PSU Scheme 2026; 70% Performance Linked to Financial Metrics
Sagility Limited has issued a clarification regarding its proposed Employee Stock Options and Performance Stock Units Scheme 2026. The company emphasized that at least 70% of performance criteria for senior management will be tied to core financial parameters like revenue and margins, while the remaining 30% will focus on operational metrics. It further clarified that the 1% maximum grant per employee is a regulatory ceiling, not an intended allocation, and that CEO remuneration remains capped at 5% of net profits. The scheme follows a 'pay-at-risk' structure with a vesting period of 1-3 years and an exercise period of up to 2 years.
Key Highlights
At least 70% of performance-linked criteria for senior management will be based on core financial parameters like revenue, margin, and return ratios.
The 1% maximum grant per employee is a regulatory ceiling and not the intended allocation for any individual.
CEO remuneration is strictly restricted to 5% of net profits as per the provisions of the Companies Act.
The exercise period for vested options/PSUs is set at up to 2 years from the date of vesting.
Vesting of Performance Stock Units (PSUs) is contingent upon achieving mandatory, pre-defined performance criteria over 1-3 years.
👀 What to Watch
Investors should note the company's commitment to performance-linked dilution and governance controls. This clarification reduces concerns regarding excessive management payouts and aligns employee incentives with long-term shareholder value.
Sagility Clarifies ESOP & PSU Scheme 2026; Sets 3-Year Max Vesting Period
Sagility Limited has issued additional clarifications regarding its 'Employee Stock Options and Performance Stock Units Scheme 2026'. The scheme features a maximum vesting period of 3 years and links PSU vesting to mandatory performance criteria, including consolidated revenue and EBITDA margins. The company emphasized a 'pay-at-risk' incentive model to align employee rewards with shareholder interests. Costs for grants to subsidiary employees will be borne by the respective subsidiary entities, ensuring no undue burden on the parent company.
Key Highlights
Maximum vesting period for the ESOS 2026 scheme is fixed at 3 years from the date of grant.
PSU vesting is contingent on achieving pre-defined targets for Consolidated Revenue and EBITDA/Adjusted EBITDA margins.
The scheme extends to subsidiary employees, with costs specifically borne by those respective subsidiary entities.
Company commits to annual disclosures of aggregate grant data, weighted-average exercise prices, and realized vesting outcomes.
The scheme will be administered through the 'Sagility ESOP Trust' in compliance with Section 67 of the Companies Act, 2013.
👀 What to Watch
Investors should view the performance-linked nature of the PSUs as a positive governance measure that protects against dilution without merit. Monitor future annual reports for the actual dilution impact and the specific performance targets achieved.
Sagility Acquires CareSeed to Boost AI-led Healthcare Quality Ops; Target CY25 Revenue at $5.1M
Sagility Limited has completed the 100% acquisition of CareSeed, a U.S.-based healthcare analytics firm specializing in HEDIS quality reporting and Medicare Advantage. CareSeed reported CY25 revenues of $5.1 million with a robust EBITDA margin of 31.4% ($1.6 million). The acquisition is expected to be immediately EPS accretive and adds 28 new health plan clients to Sagility's portfolio. This strategic move integrates CareSeed's cloud-native platforms, Forecast and Harvest, to accelerate Sagility's AI-led quality orchestration capabilities.
Key Highlights
100% acquisition of CareSeed to strengthen position in the U.S. Medicare Advantage market.
CareSeed delivered $5.1 million in revenue and $1.6 million in EBITDA (31.4% margin) in CY25.
Adds 28 new small and mid-sized U.S. payer clients, creating immediate cross-sell opportunities.
The transaction is EPS accretive and closed on June 11, 2026.
Integrates NCQA-certified platforms Forecast and Harvest for AI-led healthcare quality operations.
👀 What to Watch
Investors should view this acquisition positively as it adds high-margin, recurring revenue and expands Sagility's footprint in the lucrative U.S. healthcare analytics space. Monitor the company's ability to cross-sell its broader clinical services to CareSeed's existing client base.
Sagility Limited to acquire US-based CareSeed LLC for up to US$ 30 Million
Sagility Limited, through its step-down subsidiary Sagility LLC, has entered into a definitive agreement to acquire 100% of CareSeed LLC, a US-based healthcare analytics firm. The total consideration is valued at up to US$ 30 million, comprising an upfront cash payment of US$ 17.5 million and performance-linked earn-outs of up to US$ 12.5 million. CareSeed reported a turnover of US$ 5.1 million in CY2025 and provides specialized NCQA-certified HEDIS reporting and risk adjustment solutions. This acquisition is intended to strengthen Sagility's technology-led healthcare offerings and expand its footprint in the US payer ecosystem.
Key Highlights
Acquisition of 100% stake in CareSeed LLC for a total consideration of up to US$ 30 million.
Deal structure includes US$ 17.5 million upfront and up to US$ 12.5 million in contingent payments based on revenue growth synergies.
CareSeed's revenue has grown consistently from US$ 3.6 million in CY2023 to US$ 5.1 million in CY2025.
Strategic expansion into NCQA-certified HEDIS reporting and STAR performance management for mid-sized U.S. health plans.
The acquisition was completed on June 11, 2026, through a cash consideration.
👀 What to Watch
Investors should view this as a positive strategic expansion that enhances Sagility's high-margin technology capabilities in the US healthcare market. Monitor the successful integration of CareSeed's platform and the achievement of the projected revenue synergies.
Sagility Limited Proposes ESOP & PSU Scheme 2026 for 15.45 Crore Equity Shares
Sagility Limited has issued a postal ballot notice to seek shareholder approval for its new 'Employee Stock Options and Performance Stock Units Scheme 2026'. The scheme involves granting up to 3.09 crore options and 12.36 crore performance stock units (PSUs), totaling 15.45 crore equity shares. The initiative aims to incentivize employees across the company and its subsidiaries through a dedicated Sagility ESOP Trust. E-voting for these resolutions is scheduled to take place from May 30 to June 28, 2026.
Key Highlights
Proposed ESOS 2026 includes 3,09,10,845 options and 12,36,43,222 performance stock units (PSUs).
Total shares exercisable under the scheme amount to 15,45,54,067 equity shares of face value Rs. 10 each.
The scheme will be implemented through the 'Sagility ESOP Trust' which may involve secondary market purchases.
E-voting period is set for May 30, 2026, to June 28, 2026, with results expected by June 30, 2026.
👀 What to Watch
Investors should monitor the potential equity dilution that may arise from the exercise of 15.45 crore shares. Evaluate whether the performance-linked nature of the PSUs sufficiently aligns management incentives with long-term shareholder value.
Sagility Limited Tax Demand Reduced to Rs 56.68 Crore via Rectification Order
Sagility Limited has received a rectification order from the Income Tax Department for Assessment Year 2023-24, which significantly reduces a previously issued tax demand. The total demand, including interest, has been revised downward from Rs 100.00 crore to Rs 56.68 crore. This demand is primarily based on transfer pricing adjustments amounting to Rs 189.50 crore. The company has already filed an appeal against this order and maintains that the demand is not maintainable.
Key Highlights
Income tax demand revised from Rs 100.00 crore to Rs 56.68 crore including interest
Demand pertains to Assessment Year 2023-24 following transfer pricing adjustments of Rs 189.50 crore
Company filed an appeal before the Commissioner of Income Tax (Appeals) on May 12, 2026
Management states the rectified order has no material impact on current financials or operations
👀 What to Watch
Investors should monitor the progress of the tax appeal as the demand represents a significant potential liability, although the reduction provides some relief.
Sagility Ltd Reports Strong FY26 Performance with 29.1% Revenue Growth and 39.5% PAT Surge
Sagility Limited delivered a robust FY26 performance, with annual revenue reaching ₹71,929 million, a 29.1% year-on-year increase. The company's adjusted PAT grew significantly by 39.5% to ₹11,306 million, supported by strong execution and the BroadPath acquisition. Management highlighted a reduction in top-client concentration, with the top 3 clients now accounting for less than 60% of revenue. A final dividend of ₹0.10 per share has been recommended, reflecting healthy cash flow conversion of 104.6%.
Key Highlights
FY26 Revenue grew 29.1% YoY to ₹71,929 million, with organic constant currency growth at 15%
Adjusted PAT for the full year surged 39.5% to ₹11,306 million with a margin of 15.7%
Client diversification improved as the number of $20M+ accounts increased from 4 in FY23 to 9 in FY26
The board recommended a final dividend of ₹0.10 per share following strong operating cash flow
Q4 adjusted EBITDA margin stood at 24.9%, despite the full-year impact of the BroadPath acquisition
👀 What to Watch
Investors should note the strong organic growth and successful integration of BroadPath as indicators of scalability. The improving client concentration and favorable Medicare Advantage rate updates suggest a stable outlook for FY27.
Sagility Limited Recommends Final Dividend of Rs. 0.10 Per Share for FY 2025-26
The Board of Directors of Sagility Limited has recommended a final dividend of Rs. 0.10 per equity share for the financial year ended March 31, 2026. This dividend is calculated on a face value of Rs. 10 per share, representing a 1% payout on the nominal value. The proposal is currently subject to the approval of shareholders at the upcoming Annual General Meeting (AGM). The company will announce the specific record date and payment schedule at a later date.
Key Highlights
Recommended final dividend of Rs. 0.10 per equity share for FY 2025-26
Dividend rate is 1% based on the face value of Rs. 10 per share
Approval pending from shareholders at the ensuing Annual General Meeting
Record date and payment date to be notified in due course
👀 What to Watch
Investors should track the upcoming AGM and record date announcements to ensure eligibility for the dividend payout. The modest dividend reflects a start to shareholder returns following the fiscal year-end.
Sagility Board Approves ESOS 2026 Covering 15.45 Crore Shares (3.3% Equity)
Sagility Limited's Board has approved the 'Employee Stock Options and Performance Stock Units Scheme 2026', which is now subject to shareholder approval via postal ballot. The scheme creates a pool of 15.45 crore equity shares, representing approximately 3.30% of the company's current paid-up capital. The pool is divided into 3.09 crore stock options and 12.36 crore Performance Stock Units (PSUs). While options will be priced at or above market price, PSUs will be issued at the face value of Rs. 10 per share, aimed at retaining key talent.
Key Highlights
Total pool of 15,45,54,067 equity shares representing 3.30% of current paid-up capital.
Scheme includes 3,09,10,845 Options and 12,36,43,222 Performance Stock Units (PSUs).
Exercise price for PSUs set at the face value of Rs. 10 per share.
Exercise price for Options will be at or above the market price on the grant date.
Maximum exercise period of 2 years from the date of each vesting.
👀 What to Watch
Investors should account for a potential 3.3% equity dilution in their long-term valuation models. Monitor the specific performance hurdles for PSUs when disclosed to ensure management incentives align with shareholder returns.
Sagility Ltd Recommends ₹0.10 Dividend and Approves New ESOS Scheme for FY26
Sagility Limited has announced its audited financial results for the fiscal year ended March 31, 2026, alongside a dividend recommendation. The Board proposed a final dividend of ₹0.10 per equity share (1% of face value) and approved a new Employee Stock Option Scheme (ESOS 2026). The auditors provided a clean, unmodified opinion on the consolidated financial statements, ensuring reporting reliability. Shareholders will need to approve both the dividend and the ESOS through the upcoming AGM and postal ballot.
Key Highlights
Recommended a final dividend of ₹0.10 per equity share of ₹10 each for FY26.
Approved 'ESOS 2026' for granting stock options and performance units to employees and directors.
Statutory auditors B S R & Co. LLP issued an unmodified audit report for the consolidated results.
The Board meeting concluded on May 12, 2026, after approving standalone and consolidated results.
👀 What to Watch
Investors should review the detailed profit and loss figures in the full report to assess growth trajectory. The nominal dividend suggests a focus on capital reinvestment or conservative payouts.
Sagility FY26 Revenue Jumps 29.1% to ₹71,929M; Adjusted PAT Surges 39.5%
Sagility Limited reported a robust financial performance for FY26, with consolidated revenue growing 29.1% YoY to ₹71,929 million. Adjusted PAT witnessed a significant surge of 39.5% to ₹11,306 million, while Adjusted EBITDA margins remained stable at 25.1%. The company demonstrated successful client diversification, reducing the revenue contribution of its top 5 clients from 77.9% to 70.4%. A final dividend of ₹0.10 per share was also announced, reflecting a strong cash position.
Key Highlights
FY26 Revenue reached ₹71,929 million, up 29.1% YoY (23.6% in constant currency terms).
Adjusted PAT for the full year rose 39.5% YoY to ₹11,306 million with a 15.7% margin.
Added 17 new clients in FY26, expanding the total active client groups to 82.
Revenue concentration from top 10 clients improved significantly to 83.9% from 90.5% in FY25.
Board recommended a final dividend of ₹0.10 per share for the fiscal year ended March 31, 2026.
👀 What to Watch
The strong double-digit growth and improving client diversification profile strengthen the long-term investment case for Sagility. Investors should monitor the impact of AI integration on margins and keep an eye on voluntary attrition which rose to 29.4%.
Sagility Reports Strong FY26: Revenue Up 29.1% to ₹71,929M, PAT Surges 39.5%
Sagility Limited delivered a robust performance for FY26, with revenue growing 29.1% YoY to ₹71,929 million, driven by expansion in the healthcare payer segment and new client wins. Adjusted PAT saw a significant jump of 39.5% to ₹11,306 million, supported by declining finance costs and improved operational efficiency. The company successfully reduced its net debt-to-EBITDA ratio to a negligible 0.09x while maintaining a high Adjusted ROCE of 57.4%. A final dividend of ₹0.1 per share has been recommended, reflecting strong cash flow generation.
Key Highlights
FY26 Revenue grew 29.1% YoY to ₹71,929 million, with organic growth at 20.1% excluding Broadpath.
Adjusted PAT increased by 39.5% YoY to ₹11,306 million, with Adjusted EPS rising to ₹2.42 from ₹1.76.
Net debt significantly reduced from ₹10,433 million to ₹1,962 million, bringing the Net Debt/EBITDA ratio to 0.09x.
Onboarded 17 new clients in FY26, with the top 5 client concentration reducing from 77.9% to 70.4%.
Adjusted EBITDA margin remained resilient at 25.3% for the full year despite seasonality and labor code impacts.
👀 What to Watch
Investors should view the strong deleveraging and double-digit organic growth as positive indicators of long-term stability. The focus on AI-led operations and healthcare domain expertise positions the company well for future margin expansion.
Sagility Ltd FY26 Results: Total Assets Up 14%, Non-Current Debt Reduced to Zero
Sagility Limited reported a strong balance sheet for the fiscal year ended March 31, 2026, with total assets growing 14% to ₹126,010.78 million. A significant highlight is the complete repayment of non-current borrowings, which fell from ₹5,670.42 million to nil. Total equity also saw a healthy increase to ₹96,590.97 million from ₹83,360.54 million. However, trade receivables spiked by 45% to ₹18,390.31 million, which may indicate a longer collection cycle that investors should monitor.
Key Highlights
Total assets increased by 14% year-on-year to reach ₹126,010.78 million.
Non-current borrowings were fully liquidated, down from ₹5,670.42 million in March 2025.
Trade receivables rose significantly to ₹18,390.31 million from ₹12,667.61 million.
Cash, bank balances, and current investments combined exceeded ₹9,000 million.
Goodwill remains a substantial portion of the balance sheet at ₹64,051.49 million following recent acquisitions.
👀 What to Watch
Investors should take confidence in the company's transition to a debt-free status on a non-current basis. However, keep a close watch on the rising trade receivables and the high goodwill-to-assets ratio for potential future impairment risks.
