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SAGILITY - Sagility India

📊 NSE: SAGILITY 🏢 Miscellaneous 📅 Last Updated: 12/14/2025 12:38

📢 Recent Corporate Announcements

Sagility Limited Schedules Investor & Analyst Day for March 25, 2026

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 13 Mar 2026, 07:14 PM

Sagility Limited has announced its Investor & Analyst Day scheduled for March 25, 2026, in Mumbai starting at 1:30 p.m. The event will be held in-person as a group meeting to engage with institutional investors and analysts. The company has confirmed that no unpublished price sensitive information (UPSI) will be shared during the session. This meeting serves as a standard corporate transparency initiative to discuss business operations and industry trends.

Investor & Analyst Day scheduled for March 25, 2026, in Mumbai.
The meeting will commence at 1:30 p.m. in an in-person group format.
Disclosure made under Regulation 30 of SEBI LODR Regulations, 2015.
Company confirms no unpublished price sensitive information will be shared.

💡 Watch for the investor presentation or meeting transcripts following the event to understand management's strategic direction. No immediate trading action is necessary based on this scheduling announcement.

Sagility Limited to Participate in 7th Jefferies Asia Forum on March 18, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 12 Mar 2026, 10:46 AM

Sagility Limited has announced its participation in the 7th Jefferies Asia Forum scheduled for March 18, 2026, in Hong Kong. The company's management will engage with multiple institutional investors to discuss industry trends and company-specific developments. The company clarified that no unpublished price-sensitive information (UPSI) will be shared during these sessions. This engagement is part of the company's regular investor relations activities to maintain transparency and visibility with the global investor community.

Participation in the 7th Jefferies Asia Forum in Hong Kong on March 18, 2026
Nature of the meeting involves interaction with multiple institutional investors
Company confirms no unpublished price-sensitive information (UPSI) will be disclosed
The schedule is subject to change due to exigencies

💡 This is a routine disclosure; investors should monitor the company's website for any investor presentations or transcripts that may be released following the event.

Sagility Limited to Attend IIFL and Kotak Investor Conferences in February 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 19 Feb 2026, 03:38 PM

Sagility Limited has announced its participation in two major investor conferences scheduled for late February 2026 in Mumbai. The company will attend the IIFL 17th Entrepreneurial India Conference on February 25 and the Kotak Chasing Growth 2026 conference on February 26. These sessions will involve both group and one-to-one meetings with institutional investors. The management intends to discuss industry trends and company developments that are already in the public domain.

Scheduled participation in IIFL 17th Entrepreneurial India Conference on February 25, 2026
Attendance at Kotak Chasing Growth 2026 conference on February 26, 2026
Meetings will be conducted in Mumbai through Group and One-to-One formats
Company explicitly stated that no unpublished price-sensitive information (UPSI) will be shared

💡 Investors should monitor the company's website for any investor presentations or transcripts released following these conferences. No immediate trading action is necessary as this is a routine engagement activity.

Sagility Limited Appoints Genpact Veteran Srinivas Mattapalli as Group CFO

🟢 POSITIVE ⭐ 7/10

MANAGEMENT 📅 14 Feb 2026, 08:15 PM

Sagility Limited has appointed Mr. Srinivas Rathnam Mattapalli as its new Group Chief Financial Officer and Key Managerial Personnel, effective February 14, 2026. Mr. Mattapalli is an industry veteran with over 30 years of experience, notably serving as Senior Vice President at Genpact (NYSE: G). His expertise includes managing P&L growth, commercial strategy, and digital transformation for global organizations. This leadership change aims to leverage his extensive background in finance and international business to drive the company's future-ready finance ecosystem.

Mr. Srinivas Rathnam Mattapalli appointed as Group CFO effective February 14, 2026
Brings over 30 years of experience in finance leadership and business transformation
Former Senior Vice President at Genpact, overseeing the Hi-Tech and Manufacturing vertical
Alumnus of IIM Bangalore and a qualified ICWA professional
Previous experience includes leadership roles at Hindustan Coca-Cola and Colgate-Palmolive

💡 Investors should view this as a positive development as the company brings in a highly experienced leader from a global peer like Genpact. No immediate action is required, but the market will watch for any strategic financial shifts once he takes office in 2026.

Sagility Appoints Genpact Veteran Srinivas Rathnam Mattapalli as Group CFO

🟢 POSITIVE ⭐ 7/10

MANAGEMENT 📅 14 Feb 2026, 08:10 PM

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.

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

💡 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.

Sagility Q3 FY26: Revenue Jumps 35.7% YoY to ₹19,712M; EBITDA Margin Hits 26%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 03 Feb 2026, 12:09 PM

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.

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.

💡 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.

Sagility Limited Discloses Recording Link for Q3 FY26 Investor Call

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 29 Jan 2026, 09:08 AM

Sagility Limited has officially released the video recording of its investor and analyst webinar held on January 28, 2026. The session was dedicated to discussing the company's unaudited financial results for the quarter ended December 31, 2025. This disclosure is a standard regulatory requirement under Regulation 30 of the SEBI (LODR) Regulations, 2015. Investors can now access the full management commentary and Q&A session via the company's website.

Investor/analyst webinar was conducted on January 28, 2026, at 7:30 p.m. IST.
The call focused on unaudited financial results for the quarter ended December 31, 2025.
Recording link is hosted on the official Sagility Health investor relations website.
Compliance filing submitted to BSE and NSE on January 29, 2026.

💡 Investors should review the recording to understand management's perspective on the Q3 performance and future growth outlook. No immediate action is required as this is a procedural disclosure.

Sagility Q3 FY26 Revenue Surges 35.7% YoY to ₹19,712 Million; Adj. PAT Up 23%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 07:02 PM

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.

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.

💡 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.

Sagility Q3 FY26 Net Profit Rises 23.4% YoY to ₹2,676.5M; Revenue Up 35.6%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 06:56 PM

Sagility Limited reported a strong performance for the quarter ended December 31, 2025, with consolidated revenue growing 35.6% YoY to ₹19,711.53 million. Net profit for the quarter increased by 23.4% YoY to ₹2,676.56 million, despite an exceptional charge of ₹328.23 million related to the impact of new Labour Codes. The company maintained steady sequential growth with revenue up 18.8% compared to the previous quarter. Operating expenses, particularly employee benefits, rose to ₹12,191.58 million, reflecting the company's expansion and headcount requirements.

Revenue from operations grew 35.6% YoY to ₹19,711.53 million from ₹14,530.69 million.
Consolidated Net Profit increased 23.4% YoY to ₹2,676.56 million compared to ₹2,169.14 million in Q3 FY25.
Reported an exceptional item of ₹328.23 million on account of the impact of new Labour Codes.
Nine-month (9M FY26) revenue reached ₹51,685.94 million, a significant jump from ₹40,014.42 million in 9M FY25.
Basic and Diluted EPS improved to ₹0.57 for the quarter from ₹0.46 in the year-ago period.

💡 The company demonstrates robust top-line growth in the healthcare BPM sector; investors should monitor if margin compression from labor costs stabilizes. The stock remains a growth play in the specialized healthcare services outsourcing market.

Sagility Q3 FY26 Revenue Grows 35.7% YoY to ₹19,712 Mn; Adjusted PAT Up 23%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 06:42 PM

Sagility Limited delivered a robust Q3 FY26 performance with revenue rising 35.7% YoY to ₹19,712 million, supported by 19.9% organic growth. Adjusted EBITDA reached ₹5,125 million at a 26% margin, while 9M FY26 Adjusted PAT saw a significant 44.3% jump to ₹8,236 million. The company added 3 new clients and secured $30.5 million in new business ACV, though DSO increased to 86 days due to higher Q3 volumes. Net debt has been significantly reduced, improving the leverage ratio to 0.37x.

Q3 FY26 Revenue up 35.7% YoY to ₹19,712 million; 9M FY26 Revenue up 29.2% to ₹51,686 million.
Adjusted PAT grew 23% YoY in Q3 to ₹3,229 million and 44.3% in 9M FY26 to ₹8,236 million.
New business and expansions won in Q3 FY26 represent $30.5 million in potential steady-state ACV.
Net Debt to Adjusted EBITDA ratio improved to 0.37x from 0.71x in FY25, with net debt at ₹6,426 million.
Total headcount reached 48,522 with over 4,100 clinicians and technology heads supporting growth.

💡 The strong revenue momentum and margin stability make this a positive update, though investors should watch the working capital cycle given the rise in DSO to 86 days. The significant reduction in net debt and strong PAT growth are key positives for long-term valuation.

Sagility Q3 FY26 Net Profit Grows 23.4% YoY to ₹2,677 Mn; Revenue Surges 35.6%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 06:38 PM

Sagility Limited reported a strong performance for the quarter ended December 31, 2025, with consolidated revenue from operations reaching ₹19,711.53 million, a 35.6% increase year-on-year. Net profit for the period grew by 23.4% YoY to ₹2,676.56 million, despite an exceptional charge of ₹328.23 million related to new Labour Codes. The company's sequential revenue growth was also robust at 18.8% compared to the previous quarter. Earnings per share (EPS) improved to ₹0.57 from ₹0.46 in the corresponding quarter of the previous year.

Consolidated Revenue from Operations grew 35.6% YoY to ₹19,711.53 million in Q3 FY26.
Net Profit attributable to owners increased 23.4% YoY to ₹2,676.56 million.
Nine-month FY26 revenue reached ₹51,685.94 million, nearly matching the full FY25 revenue of ₹55,699.18 million.
Company recorded a one-time exceptional item of ₹328.23 million due to the impact of new Labour Codes.
Basic and Diluted EPS for the quarter stood at ₹0.57, up from ₹0.53 in the previous quarter.

💡 Investors should take note of the strong top-line momentum and healthy profit margins in the healthcare BPM segment. The stock remains attractive for long-term investors given the consistent double-digit growth and operational scalability.

Sagility Limited Receives Credit Rating Upgrade and Subsequent Withdrawal by ICRA

🟢 POSITIVE ⭐ 6/10

REGULATORY 📅 23 Jan 2026, 01:50 PM

Sagility Limited has announced that ICRA Limited upgraded the credit ratings for its long-term and short-term fund-based bank facilities. Following the upgrade, the ratings were withdrawn at the company's request, supported by a No-Objection Certificate (NOC) from the lender. This sequence indicates an improved credit profile prior to the administrative removal of the rating from public tracking. The withdrawal is in accordance with ICRA's established policy and SEBI regulatory requirements.

ICRA Limited upgraded the credit ratings for long-term and short-term fund-based bank facilities.
Ratings were subsequently withdrawn at the company's request following a No-Objection Certificate from the lender.
The disclosure was made under Regulation 30 of SEBI (Listing Obligation and Disclosure Requirements) Regulations, 2015.
The upgrade reflects a strengthening of the company's financial position and creditworthiness.

💡 Investors should view the rating upgrade as a positive sign of financial health. The withdrawal is likely administrative, but shareholders should monitor for any future changes in the company's debt structure or financing costs.

Sagility Limited Schedules Q3 & 9M FY26 Earnings Call for January 28, 2026

🟡 NEUTRAL ⭐ 4/10

EARNINGS 📅 19 Jan 2026, 07:02 PM

Sagility Limited has announced its earnings webinar to discuss the unaudited financial results for the quarter and nine months ended December 31, 2025. The call is scheduled for January 28, 2026, at 7:30 PM IST and will be led by the Managing Director & Group CEO, Ramesh Gopalan. This session is critical for investors to understand the company's performance in the US healthcare services market, where it serves five of the top ten health insurance companies. The management will provide operational highlights followed by an interactive Q&A session.

Earnings webinar for Q3 and 9M FY26 scheduled for January 28, 2026, at 7:30 PM IST.
Management representation includes MD & Group CEO Ramesh Gopalan and Deputy CFO Abhishek Kayan.
The company currently serves 5 of the top 10 health insurance companies in the U.S.
Mandatory pre-registration is required for the Zoom-based interactive session.
Discussion will focus on financial results and business outlook for the period ending December 31, 2025.

💡 Investors should register for the webinar to gain insights into the company's growth trajectory and margin stability in the US healthcare sector. Pay close attention to management commentary regarding client retention and new contract wins.

Sagility Limited Files Routine SEBI Compliance Certificate for Quarter Ended Dec 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 08 Jan 2026, 06:20 PM

Sagility Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The company's Registrar and Transfer Agent, MUFG Intime India Private Limited, confirmed that no dematerialization or rematerialization requests were received for the quarter ended December 31, 2025. This is a standard administrative filing required to maintain transparency in shareholding records. The announcement has no impact on the company's financial performance or business operations.

Submission of compliance certificate for the quarter ending December 31, 2025
Registrar (MUFG Intime India) confirmed zero demat or remat requests during the quarter
Filing ensures adherence to SEBI (Depositories and Participants) Regulations, 2018

💡 This is a routine administrative update with no impact on stock valuation; no action is necessary for investors.

Sagility Limited Assigned CRISIL A/Stable and A1 Ratings for Rs 300 Crore Bank Facilities

🟢 POSITIVE ⭐ 6/10

ROUTINE 📅 05 Jan 2026, 08:45 PM

CRISIL Ratings has assigned investment-grade ratings to Sagility Limited's bank loan facilities totaling Rs 300 crore. The company received a long-term rating of 'CRISIL A/Stable' and a short-term rating of 'CRISIL A1'. These ratings indicate a stable outlook and a strong degree of safety regarding the timely servicing of financial obligations. This formal credit assessment provides a benchmark for the company's creditworthiness in the healthcare services sector.

CRISIL assigned a long-term rating of 'CRISIL A/Stable' for bank facilities.
A short-term rating of 'CRISIL A1' was assigned to the company.
The total bank loan facilities covered under these ratings amount to Rs 300 crore.
The 'Stable' outlook reflects expectations of maintained credit strength over the medium term.

💡 Investors should take this as a positive sign of the company's financial discipline and creditworthiness. No immediate action is required, but the rating provides a baseline for monitoring future financial health.

View All SAGILITY Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

H1 FY26 revenue grew 25.5% YoY in INR terms (21.4% in constant currency); the company serves both Payer and Provider segments, with the Payer segment including 6 of the top 10 US Payers.

Geographic Revenue Split

100% of revenue is derived from the U.S. healthcare industry, making the company entirely dependent on the North American market.

Profitability Margins

Adjusted PAT margin improved to 14.6% in FY25 from 12.4% in FY24; Reported PAT margin increased to 9.7% in FY25 from 4.8% in FY24, driven by higher EBITDA and lower interest costs.

EBITDA Margin

Adjusted EBITDA margin was 26.4% in FY25 (up from 24.1% in FY24); the company has increased its FY26 guidance to close to 25% despite margin dilution from the BroadPath acquisition.

Capital Expenditure

Planned capital expenditure of approximately INR 200 Cr per annum for FY2025 and FY2026 to support technology investments and site expansions.

Credit Rating & Borrowing

Ratings upgraded to [ICRA]BBB (Stable)/[ICRA]A3+; unsecured borrowings reduced to INR 817 Cr in FY25 from INR 1,933.5 Cr in FY24 following debt-to-equity conversion.

⚙️ Operational Drivers

Raw Materials

Specialized Healthcare Labor (44,185 employees) and IT Infrastructure/Software Licenses represent the primary cost components.

Import Sources

Talent is sourced from India (accounting for ~40% of the employee base), Philippines, Colombia, Jamaica, and the USA.

Key Suppliers

Sagility B.V. (Promoter financing) and Global Loan Agency Services Australia Nominees (Security Agent for lenders).

Capacity Expansion

Current headcount of 44,185 employees; added 4,300 people in H1 FY26 and 10 new sites in FY25 to support business growth.

Raw Material Costs

Employee costs are the primary driver; annualized attrition remained steady at 26.3% in H1 FY26, consistent with the previous year.

Manufacturing Efficiency

SLA compliance rate maintained above 95%, reflecting high operational execution and delivery efficiency.

📈 Strategic Growth

Expected Growth Rate

21%

Growth Strategy

Achieving 21% growth through the integration of BroadPath to access the mid-market segment, leveraging GenAI to drive operational efficiencies and maintain ~25% EBITDA margins, and expanding clinical services and pharmacy benefit management.

Products & Services

Healthcare BPM services including claims processing, clinical management, pharmacy benefit management, and member enrollment/acquisition services.

Brand Portfolio

Sagility, BroadPath, DCI (Devlin Consulting Inc), and BirchAI.

New Products/Services

Expansion into tech-led BPaaS (Business Process as a Service) and GenAI-integrated healthcare solutions to enhance client engagement.

Market Expansion

Strategic entry into the mid-market segment through the BroadPath acquisition to broaden the client base beyond large Payers.

Market Share & Ranking

Serves 6 of the Top 10 healthcare Payers in the United States, indicating a strong market position in the consolidated Payer industry.

Strategic Alliances

Capability-led growth through the acquisitions of DCI, BirchAI, and BroadPath to strengthen healthcare domain leadership.

🌍 External Factors

Industry Trends

The US healthcare BPM industry is evolving towards tech-led BPaaS and automation; Sagility is positioning itself as a tech-led provider using GenAI.

Competitive Landscape

Operates in a consolidated Payer market with high barriers to entry; expanding into the mid-market to diversify competition.

Competitive Moat

High entry barriers due to complex US licensing (TPA) and regulatory requirements (HIPAA/HITRUST), combined with high client stickiness (95%+ SLA compliance).