DIGITIDE / Q1-FY26 / claim-ledger

Audit the questions that mattered.

Digitide Solutions · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ1-FY26 · 2025-07-30Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

1

Consistency

consistent

Question ledger

What was answered, and how?

Sanjay · KSA Security Private Limited

partial

Why did total contract value fall from 568 to 523 cr?

the TCB in quarter 1 is at 523 versus 568. That's a very marginal difference... the momentum continues... we've had two back-to-back quarters where our EN plus NN has been above 500 KES.

Sanjay · KSA Security Private Limited

partial

Why did core digit margin shrink to 11.5% and when will it recover?

we did say that versus the last financial year we should expect 150 to 100 basis points dip... from the second half we will start to claw back... we are committed and confident about that.

Sanjay · KSA Security Private Limited

direct

What are the competitive moats in IT BPM services?

the mode that I had referred to was in our BPM business... majority of our business is platform which gives us stickiness... we are embedding AI... bundling technology with services.

Dil Shiri · Crown Capital

direct

What growth can we expect in FY27 given FY26 is a consolidation year?

In the current financial year I don't believe we'll be flat. We will definitely be in the upper quartile of the industry growth... organic growth should be in the 16 to 17% CAGR.

Dil Shiri · Crown Capital

partial

Will PAT margins improve in H2 due to operating leverage?

we expect our margins to start climbing from the second half of this year... we are both committed and confident of a margin extension in the second half of the year.

Dil Shiri · Crown Capital

direct

What is the macro environment and competitive intensity?

from the India lens perspective the market is still strong... on the international side... we have still clocked both sequential and year-on-year growth... we've been very clearly focused on the industry segments that are growing faster.

Joti Singh · Aryan Capital Markets Limited

direct

How are you derisking vertical concentration in BFSI?

derisking is from three perspectives: geography, platform embedment, and the kind of services... we've got exposure to both India and US... significant part of our business is collections which is platform driven.

Joti Singh · Aryan Capital Markets Limited

partial

Can you share details on the AWS transformation deal?

The deal that we have picked up is a multi-year three-year deal. In that deal, we are actually helping them migrate, modernize, and we will also manage the assets on an ongoing basis.

Garvita · Seven Islands CMS

direct

Are there any one-off costs besides the 9 crore demerger cost?

there are one timers which are primarily related to the listing and the merger per se. But the remaining expenses are increased mostly due to the normal group which we had already guided to which is the independent list entity cost.

Ankit · RN Capital

evasive

What are key drivers for margin expansion and steady-state margins?

the margin expansion in the segments is attributed to the operational rigor... we have given an overall guidance for the long-term... I wouldn't want to give a specific guidance of the number of margin for each of the segment.

Ankit · RN Capital

partial

Will DSO improve by end of FY26 as previously guided?

in this quarter it's an exception... we believe this is a one-time impact because of the contractations from the long-term we are committed to be driving improvement in our DSO so from next quarter you should see the movement already shown.

Zaki · Individual Investor

direct

Are you confident of achieving 12-14% growth guidance for FY26?

by the time we exit the year we will be in the upper quartile of the industry growth early double digits... we are fairly confident that we will be in that cohort of growth.