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📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
153 announcements match the current filters (relevance ≥ 5).
Sagility Appoints Genpact Veteran Srinivas Rathnam Mattapalli as Group CFO
Sagility Limited has appointed Mr. Srinivas Rathnam Mattapalli as Group Chief Financial Officer and Key Managerial Personnel, effective February 14, 2026. With over 30 years of experience, Mattapalli joins from Genpact where he served as Senior Vice President, managing Hi-Tech and Manufacturing verticals. His extensive background includes leadership roles at Hindustan Coca-Cola and Colgate-Palmolive, specializing in P&L growth and digital transformation. This strategic hire is intended to bolster Sagility's financial leadership and operational efficiency.
Key Highlights
Appointment of Srinivas Rathnam Mattapalli as Group CFO effective February 14, 2026
Over 30 years of experience in finance and business transformation at global organizations
Former Senior VP at Genpact (NYSE: G) leading enterprise-wide cost transformation programs
Educational background includes IIM Bangalore (PGDM) and ICWA qualification
👀 What to Watch
Investors should view this as a positive step in strengthening the executive team with global expertise. Monitor upcoming earnings calls to gauge the new CFO's strategic priorities and financial management style.
Amagi Q3 FY26 Revenue up 22.4% to ₹403.8 Cr; Adjusted EBITDA Surges 114.6%
Amagi Media Labs reported a strong Q3 FY26 with revenue growing 22.4% Y/Y to ₹403.8 Cr, driven by broad-based momentum across streaming and monetization segments. Profitability saw a significant jump, with Adjusted EBITDA rising 114.6% to ₹58 Cr and PAT reaching ₹30.9 Cr, reflecting strong operating leverage as opex fell from 62% to 55% of revenue. Key operating metrics like monetized impressions (+60% Y/Y) and cumulative hours processed (+64% Y/Y) indicate a robust business flywheel. The company maintained a healthy gross margin of approximately 70% while expanding its customer base to 499.
Key Highlights
Revenue grew 22.4% Y/Y to ₹403.8 Cr, with 9M FY26 revenue reaching ₹1,109 Cr (+29.9% Y/Y).
Adjusted EBITDA surged 114.6% Y/Y to ₹58 Cr, with margins expanding significantly to 14.3%.
Monetized impressions grew 60% Y/Y to 12.9 billion, signaling strong advertising demand.
Total customer count reached 499, reflecting the addition of 40+ customers over the past 12 months.
Streaming Unification segment contributed ₹226.2 Cr, representing 56% of total quarterly revenue.
👀 What to Watch
Investors should focus on the company's successful transition to profitability and its strong operating leverage. The rapid growth in monetized impressions and AI-led product adoption suggests Amagi is well-positioned to benefit from the ongoing shift to cloud-based streaming.
Amagi Reports Strong Q3 FY26 Performance: Revenue Up 22% and PAT Surges 292% YoY
Amagi Media Labs delivered a robust performance in Q3 FY26, with revenue growing 22% YoY to ₹404 Cr and 9M FY26 revenue rising 30% to ₹1,109 Cr. The company demonstrated significant operating leverage, with Adjusted EBITDA for the quarter jumping 115% to ₹58 Cr and PAT surging 292% to ₹31 Cr. Key operational drivers showed strong momentum, including a 60% increase in monetized impressions and a 64% rise in cumulative content hours. With a healthy cash balance of ₹803.4 Cr and positive free cash flow in Q3, the company is well-positioned for its AI-driven cloud media strategy.
Key Highlights
Q3 FY26 Revenue grew 22% YoY to ₹404 Cr, while 9M FY26 Revenue reached ₹1,109 Cr (+30% YoY)
Adjusted EBITDA margin expanded significantly to 14.3% in Q3 FY26 from 8.2% in the previous year
Net Profit (PAT) for Q3 FY26 stood at ₹31 Cr, representing a 292% YoY growth
Operational metrics showed high momentum with monetized impressions growing 60% YoY to 12.9 billion
Strong liquidity position with total cash and investments of ₹803.4 Cr as of December 31, 2025
👀 What to Watch
Investors should note the strong operating leverage and margin expansion as the company scales its cloud-based media operations. The significant growth in monetized impressions and content hours suggests high platform adoption, making it a strong growth play in the media-tech space.
Amagi Reports 30% Revenue Growth and PAT Turnaround to ₹37 Cr in 9M FY26
Amagi Media Labs reported a strong performance for the nine months ended December 31, 2025, with revenue growing 30% YoY to ₹1,109 crores. The company achieved a significant profitability milestone, turning PAT positive at ₹37 crores compared to previous periods of loss. Adjusted EBITDA saw a massive surge, increasing over 10x to ₹116 crores, driven by operating leverage and cost discipline. With a robust cash balance of ₹803.4 crores, the company is well-positioned to continue its investments in AI-enabled SaaS capabilities.
Key Highlights
9M FY26 revenue grew 30% year-on-year to reach ₹1,109 crores.
Adjusted EBITDA for 9M FY26 increased more than 10x to ₹116 crores.
The company turned PAT positive at ₹37 crores for 9M FY26, with Q3 FY26 contributing ₹31 crores.
Cash and bank balances remained strong at ₹803.4 crores as of December 31, 2025.
Customer base expanded to 499 global clients across more than 40 countries.
👀 What to Watch
The transition to net profitability and exponential EBITDA growth indicates a maturing SaaS business model with high operating leverage. Investors should monitor the sustainability of these margins as the company scales its AI-driven 'Amagi Intelligence' platform.
Amagi Media Labs Reports Q3 FY26 Profit of ₹188.8M; Revenue Grows 29% YoY
Amagi Media Labs has achieved a significant turnaround, reporting a net profit of ₹188.78 million in Q3 FY26 compared to a loss of ₹96.84 million in the same period last year. Revenue from operations grew by 29% YoY to ₹2,619.81 million, driven by strong demand for its media technology services. The company also successfully completed its IPO in January 2026, raising ₹8,160 million in fresh capital. Despite a one-time cost of ₹64.04 million due to new Labour Code compliance, the company maintained positive momentum.
Key Highlights
Revenue from operations rose 29% YoY to ₹2,619.81 million in Q3 FY26.
Turned profitable with a net profit of ₹188.78 million vs a loss of ₹96.84 million in Q3 FY25.
9M FY26 total income reached ₹7,407.07 million, up from ₹5,289.91 million YoY.
Completed IPO in January 2026 with a fresh issue of ₹8,160 million at ₹361 per share.
Board approved the liquidation of subsidiary Argoid Analytics Private Limited.
👀 What to Watch
The shift from losses to profitability and robust revenue growth makes this a positive update for the newly listed company. Investors should watch for the deployment of IPO proceeds and margin sustainability in upcoming quarters.
AGI Infra Submits Investor Presentation for Q3 and 9M Ended December 31, 2025
AGI Infra Limited has filed its Investor Presentation for the third quarter and nine-month period ending December 31, 2025, with the stock exchanges. This regulatory submission under SEBI (LODR) Regulations, 2015, is intended to provide detailed operational and financial insights to shareholders. While the specific financial results were not detailed in the cover letter, the presentation serves as a primary source for evaluating the company's project execution and growth strategy. Investors should look for updates on the company's real estate and infrastructure project pipeline within the full document.
Key Highlights
Submission of Investor Presentation for the quarter and nine months ended December 31, 2025.
Compliance with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
The filing was made to both BSE (Scrip Code: 539042) and NSE (Symbol: AGIIL) on February 10, 2026.
The presentation provides a comprehensive overview of the company's performance for the first three quarters of the fiscal year.
👀 What to Watch
Investors should download the full presentation from the NSE or BSE websites to analyze the company's order book and project delivery timelines. Focus on management's outlook for the Punjab real estate market and any updates on new project launches.
AGI Infra Q3 FY26 Net Profit Rises 37% YoY to ₹26.11 Cr Despite Revenue Dip
AGI Infra Limited reported a strong bottom-line performance for Q3 FY26, with consolidated net profit rising 36.9% YoY to ₹26.11 crore. While revenue from operations saw a marginal decline of 4.3% YoY to ₹87.50 crore, the company achieved significant margin expansion. For the nine-month period ended December 2025, net profit grew by 33.8% to ₹68.17 crore compared to the previous year. The company also successfully implemented a 1:5 stock split during the quarter, with EPS adjusted to ₹2.14.
Key Highlights
Consolidated Net Profit increased 36.9% YoY to ₹2,610.56 Lakhs in Q3 FY26.
Revenue from operations for the quarter stood at ₹8,750.00 Lakhs vs ₹9,140.87 Lakhs YoY.
9M FY26 Net Profit reached ₹6,816.82 Lakhs, up from ₹5,092.88 Lakhs in 9M FY25.
Earnings Per Share (EPS) for Q3 FY26 was ₹2.14, adjusted for the 1:5 stock split.
Profit Before Tax (PBT) for the quarter rose to ₹3,115.97 Lakhs from ₹2,310.18 Lakhs YoY.
👀 What to Watch
Investors should take note of the significant improvement in profitability and cost management despite the slight revenue contraction. The successful stock split and strong 9-month growth trajectory suggest healthy operational efficiency in their real estate and construction business.
Imagicaaworld Reports 2X EBITDA Growth and 28 Lakh Combined Footfalls in Q3 FY26 Update
Imagicaaworld Entertainment Limited (IEL) has demonstrated a strong operational turnaround, reporting a 2X increase in EBITDA and 1.5X revenue growth following the consolidation of seven parks. The company currently operates a portfolio of 8 parks and one 5-star hotel, recording approximately 28 lakh combined annual footfalls. Management has outlined an aggressive expansion strategy to add one new location annually, focusing on Tier I and Tier II cities. Notably, the company's non-ticketing revenue stands at 36%, significantly outperforming the Indian industry average of 25% and moving closer to global standards.
Key Highlights
Consolidation of 7 parks resulted in 2X EBITDA and 1.5X Revenue increase compared to previous periods.
Current portfolio includes 8 parks across 5 locations with ~28 lakh combined footfalls and 150+ rides.
Non-ticketing revenue contribution is 36%, compared to the Indian industry average of 25%.
Expansion plans include new parks in Ahmedabad and a strategy to add one new location every year.
Indian amusement park industry projected to grow at 9-11% CAGR to reach INR 190-200 bn by FY30.
👀 What to Watch
Investors should view the operational consolidation and the backing of the Malpani Group as strong positive catalysts for long-term growth. Monitor the timely execution of the Ahmedabad projects and the company's ability to maintain high non-ticketing margins as key performance indicators.
Imagicaaworld Q3 Revenue Steady at Rs 92.1 Cr; Footfalls Up 6% Amid Expansion Moves
Imagicaaworld reported a flat revenue of Rs 92.1 crore for Q3 FY26, despite a 6% increase in footfalls to 6.74 lakh. The growth in footfalls was primarily driven by the school segment, which led to a 4% dip in Average Revenue Per User (ARPU) due to lower pricing for students. The hotel segment saw a 6% revenue decline due to fewer MICE events, while the company secured environmental clearance for its Sabarmati Riverfront project. Additionally, the company is exploring a JV in Gujarat and launched a new digital playground format to diversify its portfolio and reduce seasonality.
Key Highlights
Consolidated revenue remained steady at Rs 92.1 crore compared to Rs 91.8 crore in the previous year
Total footfalls grew by 6% YoY to 6.74 lakh, despite being impacted by prolonged rains during festive periods
Average Revenue Per User (ARPU) decreased by 4% due to a higher contribution from the lower-margin school segment
Hotel revenue declined by 6% with occupancy dropping 2.5% due to lower corporate (MICE) activity
Received Environmental Clearance for the Sabarmati Riverfront Project and initiated JV talks for Shanku's Water Park in Gujarat
👀 What to Watch
Investors should monitor the execution of the Sabarmati Riverfront project and the potential Gujarat JV as these are key long-term growth drivers. While current earnings are flat, the company's strategy to diversify into indoor entertainment and new geographies may help mitigate seasonal revenue fluctuations.
Imagicaaworld Q3 FY26 Standalone Profit at ₹1.54 Cr; Revenue Flat YoY at ₹91.25 Cr
Imagicaaworld Entertainment reported a standalone net profit of ₹1.54 crore for Q3 FY26, marking a recovery from a ₹30.24 crore loss in the previous quarter, though down 52% from ₹3.22 crore in Q3 FY25. Revenue from operations remained stagnant at ₹91.25 crore compared to ₹91.86 crore in the same period last year. The nine-month (9M) performance shows a significant decline, with net profit falling to ₹14.52 crore from ₹62.75 crore in 9M FY25. The company has utilized ₹215.74 crore from its preferential issue proceeds primarily for debt repayment and subsidiary acquisitions.
Key Highlights
Q3 Standalone Revenue at ₹91.25 Cr, showing a marginal 0.6% decline YoY.
Net Profit for the quarter stood at ₹1.54 Cr, down from ₹3.22 Cr in the previous year's December quarter.
9M FY26 Revenue declined to ₹269.60 Cr from ₹315.82 Cr in 9M FY25.
Finance costs for the nine-month period surged by 128% to ₹14.12 Cr.
Utilized ₹139.17 Cr for loan repayment of its wholly-owned subsidiary, Malpani Parks Indore Private Limited.
👀 What to Watch
While the company achieved a seasonal turnaround from the previous quarter's loss, the sharp year-on-year decline in 9M profitability and rising finance costs warrant caution. Investors should monitor if the recent acquisitions and debt reduction lead to improved margins in the coming quarters.
AGI Greenpac to Expand into Personal Care, Home Care, and Kitchenware Segments
AGI Greenpac Limited is seeking shareholder approval via postal ballot to significantly expand its business scope by altering its Memorandum of Association. The company plans to enter the personal care market with products like fragrances and deodorants, as well as the home care and kitchenware segments including scented candles and glassware. This strategic move indicates a shift towards diversifying its portfolio into consumer-facing and lifestyle categories beyond its traditional packaging business. The e-voting process for this special resolution will conclude on March 6, 2026.
Key Highlights
Proposed addition of sub-clause 7G to the MOA to enable entry into personal care, home care, and kitchenware industries.
New business activities to include manufacturing, wholesaling, retailing, and exporting of perfumes, deodorants, and aromatic products.
Expansion also covers kitchenware and tableware products such as dinnerware, glassware, and household decorative items.
Remote e-voting period is scheduled from February 5, 2026, to March 6, 2026, for all shareholders as of the January 30 cut-off date.
The move aims to leverage the company's existing manufacturing capabilities into higher-margin consumer product categories.
👀 What to Watch
Investors should view this as a long-term growth and diversification strategy; however, they should monitor future CAPEX announcements related to these new business lines. Watch for management commentary on how these new segments will integrate with their existing glass and packaging operations.
AGI Greenpac Q3 FY26: PAT at ₹71 Cr; Capacity Reaches 1,900 TPD Amid Debt Reduction
AGI Greenpac reported a steady 9M FY26 with revenue of ₹1,923 crore, up from ₹1,824 crore YoY, while PAT increased to ₹236 crore. Q3 performance was slightly impacted by seasonal weather affecting beer demand, resulting in a quarterly PAT of ₹71 crore. The company successfully eliminated all ECB borrowings, bringing net bank debt to ₹389 crore. Management maintained an EBITDA margin guidance of 24-25% for the next 12-18 months, supported by premiumization and operational efficiencies.
Key Highlights
9M FY26 Revenue grew to ₹1,923 crore with PAT rising to ₹236 crore despite slight EBITDA compression.
Container glass de-bottlenecking completed ahead of schedule, increasing capacity to 1,900 TPD.
Specialty glass realizations improved significantly by ₹6,800 per ton compared to Q3 FY25.
Company achieved Nil ECB borrowings after full prepayment in December 2025.
Expansion into aluminum beverage cans (1.6 billion capacity) and MP Greenfield plant (500 TPD) remains on track.
👀 What to Watch
Investors should focus on the company's transition toward high-margin specialty glass and the upcoming aluminum can segment as key growth drivers. The reduction in high-cost debt and maintained margin guidance provide a margin of safety despite short-term seasonal volume fluctuations.
Sagility Q3 FY26: Revenue Jumps 35.7% YoY to ₹19,712M; EBITDA Margin Hits 26%
Sagility Limited delivered an exceptional Q3 FY26 with revenue rising 35.7% YoY to ₹19,712 million, supported by a 29.1% constant currency growth. Adjusted EBITDA grew 24.2% to ₹5,125 million, maintaining a strong 26% margin, while 9M FY26 Adjusted PAT saw a significant 44.3% YoY increase to ₹8,236 million. The company is benefiting from the BroadPath acquisition and a strong Medicare Advantage enrollment season, leading to an upward revision in revenue guidance. Management highlighted that exposure to the expiring ACA subsidies is negligible, mitigating regulatory risk.
Key Highlights
Consolidated Q3 revenue reached ₹19,712 million with organic growth at 19.9% in INR terms.
Adjusted PAT for 9M FY26 rose 44.3% YoY to ₹8,236 million due to operational efficiency and lower debt.
Won $30.5 million in ACV during Q3, including a top 10 health insurance company and a regional plan.
Seasonal revenue contribution from Open Enrollment increased to 5.5% for FY26 compared to historical 3%.
Active client base expanded to 81, with 7 of 12 new FY26 logos coming from the mid-market segment.
👀 What to Watch
Sagility's strong organic growth and successful integration of BroadPath make it a compelling play in the US healthcare outsourcing space. Investors should maintain a positive outlook given the guidance upgrade and the company's ability to navigate US regulatory shifts effectively.
AGI Greenpac Q3 FY26: Capacity to Reach 2,100 TPD; Net Debt/EBITDA at 0.22x
AGI Greenpac Limited has released its Q3 FY26 investor presentation, highlighting its leadership in the Indian glass packaging market with a current capacity of 2,060 TPD, expected to reach 2,100 TPD by March 2026. The company is strategically diversifying into the high-growth aluminum can segment and expanding its specialty glass business for cosmetics and perfumery. Financial stability remains a core strength, evidenced by a very low Net Debt to EBITDA ratio of 0.22x and an EBITDA of ₹689 crore in FY25. Value-added products now contribute approximately 23% to the total revenue, reflecting a shift towards higher-margin segments.
Key Highlights
Glass manufacturing capacity currently at 2,060 TPD, with an expansion to 2,100 TPD scheduled by March 2026.
Value-added products, including specialty glass and security closures, now account for ~23% of total revenue.
Strong balance sheet maintained with a Net Debt to EBITDA ratio of 0.22x as of FY25.
Announced a new 500 TPD Greenfield plant to target demand in Northern and Central India.
Strategic foray into the aluminum can market to leverage existing synergies with F&B and alcohol clients.
👀 What to Watch
Investors should view the low leverage and expansion into aluminum cans as positive growth catalysts. Monitor the timely commissioning of the 500 TPD greenfield plant and the margin trajectory as value-added products increase their revenue share.
AGI Greenpac Q3 PAT Falls 21% YoY to ₹71.45 Cr; Announces Retail Diversification
AGI Greenpac reported a consolidated revenue of ₹633.69 crore for Q3 FY26, reflecting a 3.8% decline compared to ₹658.48 crore in the previous year's corresponding quarter. Net profit (PAT) saw a significant drop of 21% YoY to ₹71.45 crore, partially impacted by an exceptional item of ₹5.09 crore due to new labour code provisions. Strategically, the company is diversifying into the retail business segment and has reduced its planned stake in Madoverbuilding AI from 25% to 19.75%. Management also announced key leadership appointments for its CAN and Plastek divisions to strengthen operations.
Key Highlights
Consolidated Revenue for Q3 FY26 stood at ₹633.69 crore, down 3.8% YoY but up 5.3% QoQ.
Net Profit (PAT) declined to ₹71.45 crore from ₹90.51 crore in Q3 FY25, a 21% YoY decrease.
EBITDA for the quarter was ₹153.92 crore, down from ₹184.58 crore in the same period last year.
Exceptional item of ₹5.09 crore recognized due to the financial impact of new Government Labour Codes.
Reduced planned investment in Madoverbuilding AI Private Limited to 19.75% of paid-up capital.
👀 What to Watch
Investors should closely monitor the execution of the new retail diversification strategy and the performance of the newly appointed leadership in the Plastek and CAN divisions. While the YoY profit decline is concerning, the QoQ revenue growth suggests some recovery in demand.
AGI Greenpac Q3 PAT Drops 21% YoY to ₹71.45 Cr; Announces Entry into Retail Segment
AGI Greenpac reported a consolidated revenue of ₹633.69 crore for Q3 FY26, representing a 3.8% decline compared to ₹658.48 crore in the same quarter last year. Net profit saw a significant contraction of 21% YoY to ₹71.45 crore, partly due to a ₹5.09 crore exceptional item related to new labour code provisions. Strategically, the company has approved a diversification into the retail business segment and scaled back its planned acquisition in Madoverbuilding AI Private Limited to 19.75%. New leadership appointments were also confirmed for the CAN and Plastek business divisions.
Key Highlights
Consolidated Revenue from operations decreased to ₹633.69 crore from ₹658.48 crore YoY.
Net Profit (PAT) fell 21% YoY to ₹71.45 crore, down from ₹90.51 crore in Q3 FY25.
EBITDA for the quarter stood at ₹153.92 crore compared to ₹184.58 crore in the previous year.
Company announced strategic diversification into the retail business segment.
Acquisition stake in Madoverbuilding AI Private Limited reduced to 19.75% from the previously planned 25%.
👀 What to Watch
Investors should be cautious as the core packaging business shows signs of revenue and margin contraction. Monitor the progress of the new retail diversification and how it impacts the company's overall capital allocation and debt profile.
AGI Greenpac Q3 PAT Drops 21% to ₹71.45 Cr; Announces Retail Diversification
AGI Greenpac reported a 21% YoY decline in consolidated net profit to ₹71.45 crore for Q3 FY26, down from ₹90.51 crore in the same period last year. Revenue also saw a slight contraction of 3.7% YoY to ₹633.69 crore. In a major strategic shift, the board approved diversifying into the retail business segment and appointed new leadership for its CAN and Plastek divisions. The company also reduced its planned stake acquisition in Madoverbuilding AI Private Limited from 25% to 19.75%.
Key Highlights
Consolidated Revenue for Q3 FY26 stood at ₹633.69 crore, a 3.7% decrease compared to ₹658.48 crore in Q3 FY25.
Net Profit (PAT) fell to ₹71.45 crore, impacted by a ₹5.09 crore exceptional item related to new labor code provisions.
EBITDA for the quarter was ₹153.92 crore, down from ₹184.58 crore in the corresponding quarter of the previous year.
Board approved entry into the retail business segment and will seek shareholder approval for MoA changes.
New leadership appointments: Mr. Dushyant Kumar as COO (CAN Business) and Mr. Chandan Kumar Jha as CEO (Plastek Division).
👀 What to Watch
Investors should monitor the margin pressure reflected in the YoY profit decline and evaluate the long-term growth potential of the newly announced retail diversification. The downward revision of the AI startup investment suggests a more cautious capital allocation approach.
AGI Greenpac Q3 PAT Drops 21% YoY to ₹71.45 Cr; Board Approves Retail Diversification
AGI Greenpac reported a weak set of numbers for Q3 FY26, with consolidated net profit declining 21% YoY to ₹71.45 crore. Revenue from operations saw a slight decline of 3.8% YoY to ₹633.69 crore, while EBITDA margins were pressured, falling to ₹153.92 crore from ₹184.58 crore. In a major strategic shift, the board approved diversifying into the retail business segment and appointed new leadership for its Plastek and CAN divisions. The company also reduced its planned stake acquisition in Madoverbuilding AI to 19.75% from the earlier proposed 25%.
Key Highlights
Consolidated Revenue from operations decreased 3.8% YoY to ₹633.69 crore from ₹658.48 crore.
Net Profit (PAT) fell significantly to ₹71.45 crore compared to ₹90.51 crore in the year-ago quarter.
EBITDA declined to ₹153.92 crore from ₹184.58 crore YoY, reflecting margin contraction.
Recorded an exceptional item of ₹5.09 crore due to the incremental impact of new Labour Codes.
Board approved entry into the retail segment and revised the MOB AI investment stake down to 19.75%.
👀 What to Watch
Investors should be cautious as the core packaging business shows signs of slowing growth and margin pressure. Monitor the management's rationale for diversifying into retail, as this could involve significant capital expenditure and execution risk.
AGI Greenpac Q3 PAT Drops 21% to ₹71.45 Cr; Announces Entry into Retail Business
AGI Greenpac reported a weak set of Q3 FY26 results with consolidated revenue declining 3.8% YoY to ₹633.69 crore and PAT falling 21% YoY to ₹71.45 crore. The bottom line was weighed down by a ₹5.09 crore exceptional item related to new labor codes and lower operational margins compared to the previous year. In a major strategic shift, the board approved diversifying operations into the retail business segment. Additionally, the company scaled back its planned investment in Madoverbuilding AI to a 19.75% stake from the previously announced 25%.
Key Highlights
Consolidated Q3 Revenue fell 3.8% YoY to ₹633.69 crore versus ₹658.48 crore in Q3 FY25.
Net Profit (PAT) for the quarter declined 21% YoY to ₹71.45 crore from ₹90.51 crore.
EBITDA stood at ₹153.92 crore for Q3 FY26, down 16.6% from ₹184.58 crore in the year-ago period.
Board approved diversification into the retail business segment and appointed new leadership for CAN and Plastek divisions.
Exceptional charge of ₹5.09 crore recognized due to the financial impact of newly notified Labour Codes.
👀 What to Watch
Investors should be cautious regarding the short-term margin pressure and the execution risks associated with the new retail diversification. Monitor how the new leadership in the CAN and Plastek divisions impacts operational efficiency in the coming quarters.
Sagility Q3 FY26 Revenue Surges 35.7% YoY to ₹19,712 Million; Adj. PAT Up 23%
Sagility Limited reported a robust Q3 FY26 with consolidated revenue growing 35.7% YoY to ₹19,712 million, supported by a 29.1% growth in constant currency terms. Adjusted EBITDA for the quarter rose 24.2% YoY to ₹5,125 million with a healthy margin of 26.0%. The company's Adjusted PAT for the nine-month period (9M FY26) showed a significant jump of 44.3% YoY, reaching ₹8,236 million. Notably, the company is successfully diversifying its revenue stream, with the top 10 clients' contribution decreasing from 90.5% in FY25 to 84.6% in the current trailing twelve months.
Key Highlights
Q3 Revenue at ₹19,712 million, up 35.7% YoY (29.1% in constant currency).
Adjusted PAT for Q3 grew 23.0% YoY to ₹3,229 million with a 16.4% margin.
9M FY26 Adjusted PAT increased by 44.3% YoY to ₹8,236 million.
Active client groups increased to 81 from 75 in FY25, reducing top-10 client concentration to 84.6%.
Employee headcount reached 48,522 across 35 delivery centers in 5 countries.
👀 What to Watch
Investors should take note of the strong organic growth and successful integration of acquisitions like BroadPath which are driving top-line momentum. The improving client diversification and consistent margins make it a strong play in the U.S. healthcare outsourcing space.
