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AI-driven revenue compression
View Risks →Sagility Ltd — Q4 FY26
Sagility delivered a strong Q4 FY26 with revenue of ₹2,024 crore (up 29.1% YoY), driven by higher seasonal volumes from open enrollment and strong execution.
bullish
high
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2-Minute Summary
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Sagility delivered a strong Q4 FY26 with revenue of ₹2,024 crore (up 29.1% YoY), driven by higher seasonal volumes from open enrollment and strong execution. Adjusted EBITDA margin was 24.9%, with a one-time bonus impact of ~1.7%. Full-year revenue reached ₹7,193 crore (up 29.1% YoY), and adjusted PAT grew 39.5% YoY. Growth was fueled by expanding existing accounts (top-5 grew 11.7% YoY) and adding 17 new clients. Management guided for low double-digit constant currency revenue growth in FY27 and adjusted EBITDA margin of 24-25%. A key risk is that AI-driven productivity gains could compress revenue by ~2% annually, though this is partially offset by market share gains.
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Annual Contract Value (ACV) Signed
$30.7M
+$30.7M QoQ
Potential steady-state ACV signed in Q4 from expansions and new deals across 18 existing clients.
Client Count (Over $20M Revenue)
9
+5 vs FY23
Number of clients contributing over $20M more than doubled from 4 in FY23 to 9 in FY26.
Seasonal Revenue Share
6%
+3pp YoY
Seasonal revenues from open enrollment accounted for 6% of FY26 revenues vs 3% in FY25.
Pipeline TCV
$575M
N/A
Total contract value of proposals submitted to clients, indicating strong future deal pipeline.
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Guidance and risk preview
Management expects organic revenue growth in the low double digits (10-12%) in constant currency for FY27.
AI and automation could reduce revenue by ~2% annually as productivity gains lower billable volumes.
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