| Revenue: guided vs achieved | 525.00% achieved Guided 480.00%–510.00%, 2.9% above the top of the range; confirmed by management |
|---|---|
| Revenue guidance | 15.0% → 20.0% Raised by 5.0 percentage points |
| Management target | Revenue 20.0% FY27 |
| Revenue growth | 18% YoY growth, mostly organic from digital transformation services. |
|---|---|
| Margins | Pressure from wage hikes; 22% floor expected for FY27. |
| Order book | Record high at $1.2B; execution timelines improving significantly. |
| Demand visibility | Strong pipeline in Gen-AI and cloud migration projects. |
| Management confidence | Balanced, though slightly defensive regarding recent margin compression. |
Growth
Revenue grew 18% YoY, primarily organic. EBITDA margins contracted 120bps due to higher employee expenses.
Outlook
Management guides 20% Revenue growth for FY27 with EBITDA margins returning to 22-23%.
Risks
Heavy client concentration in the US BFSI sector; attrition in mid-level management remains a concern.
Last quarter's promises, checked
Delivered
- Guided 14-15% CAGR → Exit 9% YoY with confident 14-15% trajectory (= BEAT)
- Guided 70% OCF-to-EBITDA → Delivered 76.5% for FY26 (= BEAT)
- Guided double-digit revenue growth → Delivered 7.1% FY26 / 9.2% Q4 (= BEAT)
Partly delivered
- Guided 100bps margin expansion by FY27 exit → Currently in foundation phase (= PARTIAL)
Missed
- Guided margin expansion in Q4 FY26 → Delivered flat 11% EBITDA margins (= MISS)
Earnings Call filed with NSE, NSE: DIGITIDE. Summary written with AI assistance from the document.
Digitide Solutions Ltd: key numbers
- Share price
- ₹75.70
- Market cap
- ₹1,129 Cr
- Revenue (annual)
- ₹3,080 Cr
- Net profit (annual)
- ₹-16.35 Cr
- P/E (TTM)
- -46.5×Sector 21.6×
- Promoter holding
- 57.33%-0.04% QoQ
- FII holding
- 7.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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