Sagility (SAGILITY) Q2 25/26 earnings summary

Executive summary

• Q2 FY26 revenue grew 25.2% YoY to INR 16,585 million, with organic growth of 16.0%, driven by strong momentum in payer and provider segments and deep client relationships.

• Onboarded 5 new clients in Q2 (9 in H1), with $34 million in annual contract value from new business and expansions; 82 active clients as of September 30, 2025.

• Recognized as a Great Place to Work in India and won Asia CEO Award for Service Excellence in the Philippines; 44,185 employees across five countries.

• Consulting-led, GenAI-driven approach is modernizing delivery frameworks and driving large-scale efficiency.

Financial highlights

• Q2 FY26 consolidated revenue: INR 16,585 million ($189.4 million), up 25.2% YoY; H1 FY26 revenue: INR 31,974 million ($369.9 million), up 25.5% YoY.

• Organic revenue growth: 16% YoY in Q2, 16.9% in H1.

• Adjusted EBITDA for Q2: INR 4,352 million (26.2% margin), up 25.6% YoY; H1: INR 8,039 million (25.1% margin), up 26% YoY.

• Adjusted PAT for Q2: INR 3,010 million (18.1% margin), up 84% YoY; H1: INR 5,007 million (15.7% margin), up 62.4% YoY.

• Interim dividend of INR 0.05 ($0.05/5 pesos) per share declared for Q3.

Outlook and guidance

• FY26 revenue guidance in constant currency raised to 21%+; adjusted EBITDA guidance increased to close to 25%.

• H2 expected to outperform H1 due to seasonality, with new client wins and expanded engagements strengthening growth momentum.

• Focus on cost management, operational efficiencies, and investment in technology and AI capabilities.