Sagilityindia earnings calls.

Sagility India delivered an exceptional Q3 FY26Current reported value: 26. No comparable prior figure is available in the source record. with consolidated revenues of INR 1,971 croreCurrent reported value: INR 1,971 crore. No comparable prior figure is available in the source record. (up 35.7Current reported value: 35.7. No comparable prior figure is available in the source record.% YoY INR / 29.1% CC), driven by broad-based strength across payer and provider segments and a better-than-expected Medicare Advantage Open Enrollment season. Adjusted EBITDA stood at INR 512.5 croreCurrent reported value: INR 512.5 crore. No comparable prior figure is available in the source record. at a 26% margin (+120bps YoY), while adjusted PAT of INR 322.9 croreCurrent reported value: INR 322.9 crore. No comparable prior figure is available in the source record. grew 23Current reported value: 23. No comparable prior figure is available in the source record.% YoY. Management raised full-year constant currency revenue growth guidance to 22.5% from 21%+ previously, with 25% adjusted EBITDA margin guidance maintained. The top-10 client concentration declined to 84.6%Current 84.6%. Reported change: Down from ~90.5% in FY25. from ~90.5% in FY25, supported by 7 of 12 new logos from mid/small markets. AI-driven use cases expanded to 32 across 10 clients. The Broadpath integration is largely complete on the delivery side, with cross-sell conversations expected to accelerate post-AE season. Key risks include ongoing pricing pressure from payers facing Medicare Advantage rate stagnation for CY27, margin headwinds from higher non-India delivery mix in AE-heavy quarters, and persistent client concentration risk given the 84.6% revenue share from top-10 accounts.