Tipsheet
What matters at India’s listed companies
Earnings · IT - Software · Large cap

Coforge revenue jumps 49% as Encora kicks in

First full quarter post-Encora acquisition delivers $592M revenue, 16% EBIT margin, and a $2.23B order book — up 44% YoY.

5 earlier stories on Coforge Ltd.
Mkt cap₹66,089 cr
P/E42.48×
ROE12.73%
Debt / eq.0.11
Div yld0.80%
$592.2M Q1 FY27 revenue, up 49% YoY in rupee terms

What's new

  • Coforge revenue hit $592.2M, up 49% YoY, with Encora contributing $100.7M over two months.
  • 12-month executable order book rose 44% to $2.23B, providing strong revenue visibility.
  • EBIT margin widened 414 bps to 16.0% on AI-led productivity and scale benefits.

Why this matters

The Encora acquisition is already delivering: $100.7M in two months and a 414 bps EBIT improvement. A 16% EBIT margin with a $2.23B order book puts the company within reach of its FY27 EBITDA target of 20.5%.

What we're watching

  • Whether organic growth accelerates as Encora's AI-native capabilities cross-sell into Coforge's client base.
  • Margins trajectory: can the 20.5% EBITDA target be hit by year-end?
  • Integration costs and attrition rates post-acquisition.

The full read

Coforge's first full quarter with Encora on the books looks strong. Revenue hit $592.2M, up 49% YoY in rupee terms, with Encora alone contributing $100.7M over just two months. That is roughly 17% of total revenue from a deal that closed in April. The 12-month executable order book of $2.23B (up 44% YoY) means the pipeline is fat enough to sustain this pace. More impressive: EBIT margin widened 414 bps to 16.0%, helped by AI-led productivity and scale. That puts Coforge within striking distance of its FY27 EBITDA target of 20.5%. The board also recommended an interim dividend of ₹4 per share. It is working. The Encora integration looks clean so far, and the open question now is whether organic growth can accelerate as cross-selling kicks in.

Questions answered

How much did Encora contribute to Q1 revenue?
Encora contributed $100.7 million over the two months since the April 2026 acquisition close. The deal added roughly $600 million in annualised revenue to Coforge.
What is the margin improvement story?
EBIT margin expanded 414 basis points year-on-year to 16.0%, driven by AI-led productivity and scale benefits from Encora. Coforge has set a FY27 EBITDA margin target of 20.5%.
What does the order book signal?
The 12-month executable order book of $2.23 billion, up 44% year-on-year, provides strong near-term revenue visibility and suggests sustained demand for Coforge's AI-native engineering services.
What is the interim dividend?
The board recommended an interim dividend of ₹4 per share for the quarter.
How does this compare to prior quarters?
This is the first full quarter consolidating Encora, so direct sequential comparisons are less meaningful. Revenue jumped 49% YoY in rupee terms, while trailing PAT growth had been 116.8% (screener basis) before the acquisition.
Mentioned: Encora · $592.2M · $2.23B order book
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Coforge Ltd.

Software Services
₹67,663 cr
P/E 43.49×

Latest quarter · Mar 2026

Sales₹4,450 cr
Net profit₹666 cr
Op. margin+19.7%
EPS₹18.22

Strength & growth

Debt / equity0.11×
Current ratio1.59×
Sales CAGR+27.1%
EPS CAGR+19.0%
  1. 28 Jul 2026 · 1:08 AM IST Coforge revenue jumps 49% as Encora kicks in
  2. today Coforge lifts FCF conversion target to >100%, flags strong Encora payoffs
  3. 1d ago Coforge revenue jumps 49% in first Encora quarter to ₹5,527.7 cr
  4. 1d ago Coforge posts first Encora-inclusive quarter with ₹5,528 cr revenue
  5. 1d ago Coforge reports first Encora-inclusive quarter; revenue jumps 49% to ₹5,527 cr