Sagility posts strong Q4, guides for low double-digit growth in FY27
Strong execution and seasonal tailwinds drove a beat, but FY27 guidance reflects cautious optimism amid AI headwinds.
What management said
- Q4 revenue of ₹20,243M ($222.1M), up 29.1% YoY, beating expectations
- Full-year EBITDA margin of 25.3% exceeded prior guidance of 24-25%
- FY27 guidance: low double-digit CC growth, EBITDA margin 24-25%
The brief
Sagility India reported Q4 revenue of ₹20,243 million ($222.1M), up 29.1% YoY. The adjusted EBITDA margin came in at 24.9%. For the full year, revenue hit ₹71,929 million ($814M), a 29.1% jump, and adjusted EBITDA margin of 25.3% beat the prior guidance of 24-25%. CEO Ramesh Gopalan credited better-than-expected seasonal volumes during open enrollment for the outperformance. Looking ahead, management guided for low double-digit constant currency growth in FY27, with EBITDA margins between 24% and 25% — noting that AI-driven revenue compression may increase to about 2% this year. The company added 17 new clients and signed $30.7 million in steady-state ACV during the quarter. The verdict: Strong momentum, but tempered guidance reflects macro uncertainty and AI headwinds.
In their words
“Our FY26 performance was exceptional... we are carrying the momentum into FY27.”— Ramesh Gopalan — Group CEO
“We are confident of growing in the low double digits in constant currency for FY27.”— Ramesh Gopalan — Group CEO
“We were able to play a large part in the transformation journey through AI and tech led initiatives.”— Ramesh Gopalan — Group CEO
Summarised from the Sagility India Ltd Q4 2026 earnings-call transcript. View transcript.