Datamatics Global Services posted a 15.3% revenue growth to Rs 1,987.15 crore for FY26, with EBITDA surging 62.1%. The company declared a Rs 5 dividend per share and re-appointed Rahul L. Kanodia as CEO for a five-year term, focusing on its AI-first service strategy.
Datamatics Global Services Reports Strong FY26 Financials
Revenue reached Rs 1,987.15 crore, while EBITDA surged to Rs 371.60 crore.
Reader Takeaway: Robust operational growth and margin expansion driven by AI initiatives, despite a minor dip in net profit.
What just happened
Datamatics Global Services Limited announced its audited financial results for the fiscal year ended March 31, 2026. The company reported a 15.3% year-on-year increase in revenue from operations to Rs 1,987.15 crore. Operational performance was particularly strong, with EBITDA rising 62.1% to Rs 371.60 crore, reflecting an improved EBITDA margin of 18.7%. However, the Profit After Tax (PAT) saw a slight decline of 5.3%, settling at Rs 194.21 crore compared to the previous year.
Why this matters
The jump in EBITDA suggests significant improvements in operational efficiency and a successful pivot toward higher-margin AI-led services. By integrating tools like Google Gemini and launching its TruAI Underwriting suite, Datamatics is positioning itself as a high-value technology partner rather than a traditional project-based service provider.
Strategic Focus
The firm is doubling down on its 'AI-first' strategy. Key focus areas include expanding market presence in the US and Europe and deepening strategic alliances with major hyperscalers including Microsoft, Google, and Salesforce. These moves are designed to transition the company into a model centered on outcome-driven, long-term partnerships.
Corporate Actions and Leadership
The Board has recommended a final dividend of Rs 5 per equity share, subject to approval at the 38th Annual General Meeting scheduled for September 18, 2026. Additionally, the company announced the re-appointment of Rahul L. Kanodia as Vice-Chairman and CEO for a new five-year term starting February 2027, signaling management stability.
What to track next
Investors should closely watch the adoption rates of the company’s enterprise AI suite and its ability to sustain margin growth amidst competitive pressures in international markets.