DATAMATICS / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Datamatics Global Services · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

11

Answered directly

73%

Numeric claims

4

Consistency

mixed

Question ledger

What was answered, and how?

Danashi Zada · Research desk

partial

How will the three segmental mix evolve and digital experience decline recovery?

On digital experiences, two customers moving work to captives. Q4 full impact, Q1 next year upswing with new logos. Digital technologies robust, digital operations transitioning on AI side.

Danashi Zada · Research desk

partial

What is the order booking and pipeline growth this quarter?

Pipeline is still fairly strong, seeing a little uptick. Current uncertainties in US have become a state of normal. Velocity is slow but slight upward trend.

Yajut Sha · Research desk

evasive

What is the revenue mix from Google Gemini enterprise solutions?

No, we are implementing Google Gemini across the enterprise internally. Revenues will flow in next few quarters. Once we acquire a few customers in next 3-4 months we will get good visibility.

Yajut Sha · Research desk

direct

Will the labor code impact be just this quarter or continue?

It is just for this quarter, a one-time hit with retrospective effect. From next quarter onwards routine marginal increase in gratuity, maybe 34.5 but still doing math.

Krishma Sha · Nvision Capital

partial

How is TNQ Tech performing and what is organic growth excluding TNQ?

TNQ is doing good, successfully integrating. Sequential quarter-on-quarter growth of 4% includes TNQ. Growth is not coming from acquisition. For Q1-Q3 we got a bump up of 19% from acquisition.

Krishma Sha · Nvision Capital

direct

What is the outlook for FY27 growth?

We are looking at high single-digits growth, not factoring M&A. That would be a decent number to look at.

Piml Parik · Suniti

partial

What was the spend on AI written off in Q3?

Our spend on transformation technologies is roughly 40 to 50 crores a year. We write this off as an expense.

Piml Parik · Suniti

direct

Are companies warming up to give more AI projects?

Customers are testing, some going into mainstream production. Hesitation from a year ago is waning. They are more open to adopting AI in main operations.

Rahel · Safia Capital

direct

Are EBITDA margins sustainable at 19%?

We will be sustaining the margins. We continue to look at cost control. EBITDA will maintain and keep improving.

Rahel · Safia Capital

direct

Why guide only high single-digit growth when YoY growth is 18-20%?

Growth includes acquisition bump. We rather be conservative due to uncertainty. Sequential growth has been 4% for two quarters, healthy organic.

Sanjot · Research desk

direct

Will Q4 be muted due to digital experience impact?

Q4 might be a little soft but Q1 will pick up. We will see a spike in Q4 but not as prominent as past because other businesses are larger and more stable.

Sanjot · Research desk

partial

What is current employee count and wage hike status?

We've not added too much more, augmenting with AI. Wage hike for this year is done. Next cycle next financial year April-May.