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US political uncertainty impacting client spending
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Datamatics Global Services Limited — Q3 FY26
Datamatics delivered a strong Q3 FY26 with revenue of ₹510.1 crore (+19.9% YoY) and EBITDA of ₹96.2 crore (+76.4% YoY), driving EBITDA margin expansion of 604 bps YoY to 18.9%.
bullish
high
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Datamatics delivered a strong Q3 FY26 with revenue of ₹510.1 crore (+19.9% YoY) and EBITDA of ₹96.2 crore (+76.4% YoY), driving EBITDA margin expansion of 604 bps YoY to 18.9%. Growth was broad-based across segments, led by digital technologies (10.8% QoQ). PAT was impacted by a one-time ₹40.3 crore charge from labor code changes; excluding this, PAT margin would have been ~12.7%. Management guided for high single-digit organic growth in FY27, citing a healthy pipeline and improving client sentiment on AI adoption. The digital experiences segment faces near-term headwinds from two clients transitioning to captives, but new logo wins are expected to drive recovery from Q1 FY27. Key risk: US political uncertainty remains an overhang, though management sees it as the new normal.
डेटामैटिक्स ने Q3 FY26 में मजबूत प्रदर्शन किया। कंपनी की कमाई ₹510.1 करोड़ रही, जो पिछले साल से 19.9% ज्यादा है। कमाई पर खर्च घटाने के बाद बचा मुनाफा (EBITDA) ₹96.2 करोड़ रहा, जो 76.4% बढ़ा। इससे मुनाफा दर 18.9% हो गई। डिजिटल टेक्नोलॉजी सेगमेंट में सबसे ज्यादा बढ़त (10.8%) रही। शुद्ध मुनाफा (PAT) पर ₹40.3 करोड़ का एक बार का असर पड़ा, जो मजदूरी नियमों में बदलाव के कारण हुआ। इसे हटाकर PAT दर 12.7% होती। कंपनी को अगले साल 7-9% की बढ़त की उम्मीद है। दो ग्राहकों के जाने से डिजिटल एक्सपीरियंस सेगमेंट पर दबाव है, लेकिन नए ग्राहकों से Q1 FY27 में सुधार होगा। अमेरिकी राजनीतिक अनिश्चितता जोखिम है, लेकिन कंपनी इसे सामान्य मान रही है।
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Digital Technologies Revenue
₹169.6 Cr
+10.8% QoQ
Digital technologies segment grew 10.8% quarter-on-quarter, sustaining double-digit EBIT margins.
Digital Operations EBIT Margin
18.1%
+improved QoQ
Digital operations EBIT margin improved to 18.1%, driven by AI-led automation and cost optimization.
Client Concentration (Top 5)
29%
stable
Top 5 clients contributed 29% of revenue, indicating healthy diversification.
Net Cash & Investments
₹540.2 Cr
N/A
Strong balance sheet with net cash of ₹540.2 crore as of December 2025.
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Guidance and risk preview
Management guided for high single-digit organic revenue growth in FY27, excluding M&A, citing a healthy pipeline and improving client sentiment.
Management acknowledged that US political overhang continues to create uncertainty, though clients have adapted to it as the new normal.
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