Persistent Systems (PERSISTENT) investor relations material

Executive summary

• Achieved FY26 revenue of $1.65B, up 17.4% YoY, with Q4 revenue at $436M, up 16.2% YoY and 3.2% QoQ; EBIT margin at 15.6% and PAT margin at 12.6%.

• Board recommended a final dividend of INR 18 per share, total FY26 dividend at INR 40 per share, up from INR 35 in FY25.

• Recognized as the fastest-growing IT services brand globally in 2026 and received multiple awards for brand value, ESG, and leadership.

• Expanded AI capabilities and platforms, with over 120 patents filed, significant client adoption, and new AI-powered solutions launched.

• Audited financial results for FY26 were approved with an unmodified opinion from statutory auditors.

Financial highlights

• FY26 EBIT grew 31.5% YoY to 23,034.7M, and PAT increased 33.2% YoY to 18,651.2M; Q4 EBIT margin at 16.3%, PAT margin at 13.1%.

• Q4 EBIT grew 21.4% QoQ and 30.4% YoY; PAT grew 20.4% QoQ and 33.7% YoY.

• Total contract value (TCV) for Q4 at $600.8M; annual contract value (ACV) for Q4 at $445.1M.

• Cash and investments at INR 27,622.1M as of March 31, 2026.

• EPS for FY26 at INR 119.74, up from INR 91.22 YoY.

Outlook and guidance

• Confident in reaching $2B run-rate by FY27, barring major macro disruptions; margin aspiration remains at 16–17%.

• Continued focus on AI-led, platform-driven strategy and ongoing investments in engineering, data, and global delivery.

• Cautiously optimistic on AI-led market share gains; macro risks like geopolitical tensions monitored.

• Monitoring regulatory changes, especially new Labour Codes, and will adjust accounting as needed.