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.
SAGILITY
Other
15 May 2026
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.
✓ Verified against BSE filing
2-Min Summary
✦ AI-Generated from Full Transcript
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.
Key Numbers
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.
Management Guidance
Low double-digit constant currency revenue growth in FY27
Management expects organic revenue growth in the low double digits (10-12%) in constant currency for FY27.
Management guidance revenueAdjusted EBITDA margin guidance of 24-25% for FY27
Adjusted EBITDA margin expected between 24% and 25%, trending toward upper end if current FX rates persist.
Management guidance marginsDebt repayment by end of FY27
Company plans to repay all remaining debt by the end of FY27.
Management guidance otherKey Risks
AI-driven revenue compression
AI and automation could reduce revenue by ~2% annually as productivity gains lower billable volumes.
medium · management_commentaryUnpredictable deal timing for transformational contracts
Larger managed service deals have longer sales cycles, making revenue timing uncertain.
medium · management_commentaryMargin headwinds from onshore mix and wage inflation
Shift toward onshore delivery and annual wage hikes could pressure margins, partially offset by FX benefits.
medium · analyst_questionNotable Quotes
FI26 has been an exceptional year for agility. We delivered high growth and profitability in a very challenging environment.
Our guidance for adjusted AITA margin is between 24 and 25%. And if the FX stays in the current ranges, it's more likely to track towards the upper end of this range.
We are carrying the momentum of a great FI26 into FI27. While deal timings may be a little unpredictable, we are confident of growing in the low double digits in constant currency for FI27.
Frequently Asked Questions
What was Sagility's revenue in Q4 FY26?
Sagility reported revenue of ₹2,024 Cr in Q4 FY26, representing a +29.1% change compared to the same quarter last year.
What guidance did Sagility management give for FY27?
Low double-digit constant currency revenue growth in FY27: Management expects organic revenue growth in the low double digits (10-12%) in constant currency for FY27. Adjusted EBITDA margin guidance of 24-25% for FY27: Adjusted EBITDA margin expected between 24% and 25%, trending toward upper end if current FX rates persist. Debt repayment by end of FY27: Company plans to repay all remaining debt by the end of FY27.
What are the key risks for Sagility in FY27?
Key risks include AI-driven revenue compression — AI and automation could reduce revenue by ~2% annually as productivity gains lower billable volumes.; Unpredictable deal timing for transformational contracts — Larger managed service deals have longer sales cycles, making revenue timing uncertain.; Margin headwinds from onshore mix and wage inflation — Shift toward onshore delivery and annual wage hikes could pressure margins, partially offset by FX benefits..
Did Sagility meet its previous quarter's guidance?
Scorecard data is being built as historical quarters are processed.
Where can I read the full Sagility Q4 FY26 concall transcript?
The full earnings conference call transcript or source release is available on the linked source material. This page provides an AI-generated summary verified against official BSE/NSE filings.