)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Persistent Systems (PERSISTENT) investor relations material
Persistent Systems Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary14 Oct, 2025
Executive summary
Achieved revenue of $406.2 million (₹35,807.20 million) in Q2 FY26, up 4.2% QoQ and 17.6% YoY, marking the 22nd consecutive quarter of growth.
EBIT margin reached 16.3%, a 230 bps YoY improvement, with PAT margin at 13.2% and EPS up 43% YoY.
AI-led platform strategy and workforce transformation initiatives advanced, with significant internal and client-facing AI deployments.
Recognized for growth, talent excellence, and AI leadership by Everest Group, ISG, and Gartner.
Audited financial results for the quarter and half year ended September 30, 2025, were approved, with an unmodified audit opinion.
Financial highlights
Revenue grew 17.6% YoY in USD and 23.6% YoY in INR; EBIT margin improved by 230 bps YoY to 16.3%.
PAT was ₹4,714.70 million, up 45.1% YoY; EPS at ₹30.31, up from ₹21.19 in Q2 FY25.
Operating cash flow to PAT stood at 114.3%; total cash and investments at ₹24,957 million as of September 30, 2025.
Billed DSO improved to 54 days; unbilled DSO at 21 days.
Interim and final dividends totaling ₹35 per share were declared.
Outlook and guidance
Management remains confident in achieving the $2 billion revenue target by FY27, citing a strong pipeline and broad-based growth.
Margin expansion of 200–300 bps over two to three years remains on track, with 100 bps improvement expected in FY26 and another 100 bps in FY27.
Wage hikes effective October 2025 expected to impact margins by 180 bps next quarter, partially offset by other levers.
Continued focus on operational efficiency, strategic restructuring, and AI-led transformation.
Quantify Aepona restructuring efficiency gains.
What drove H1 financial instrument cash flows?
Detail standalone reserve changes from mergers.
What is Persistent's AI competitive edge?
Margin focus shift to growth/AI investment?
Healthcare vertical: navigating "Big Beautiful Bill"?
New TCV growth and FY27 $2B target?
Margin strategy: growth investment vs. optimization?
AI's commercial impact on pricing and renewals?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Persistent Systems earnings date
Q3 25/2621 Jan, 2026
Next Persistent Systems earnings date
Q3 25/2621 Jan, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Persistent Systems Limited provides software products and services to enterprises throughout the world, helping them to transform their businesses and industries through innovative technologies. With a focus on Cloud First, Mobility First, and Digital Transformation, the company create customer-centric solutions that aim to give organisations a competitive advantage. The company partner with their customers to drive change in their businesses utilizing the latest technology trends. Persistent Systems Limited work with customers across industries, geographies and verticals through 3 Service lines: Digital Transformation, Product Engineering Services and Mobility Solutions.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage