Whalesbook
Toh bhaiyo, Digitide Solutions ne FY26 mein apna revenue ₹3,080 Cr tak pahuncha diya hai, jo pichle saal ke comparison mein 7.1% zyada hai. Ye growth mainly inke Tech & Digital (T&D) aur international business segments se aayi hai.
Agar Q4 FY26 ki baat karein, toh revenue mein 9.2% ki tezi aayi aur ₹800 Cr tak pahunch gaya. Ismein T&D ne 31.1% aur international business ne 38.1% contribute kiya.
Company ka main focus ab AI-led Tech & Digital platform banne par hai. Inka goal hai FY31 tak $1 billion value create karna. Ye ek bada shift hai, domestic BPM se nikal kar global AI-driven tech player banne ka.
Ab aata hai sabse important point – profit! FY26 mein reported profit after tax (PAT) sirf ₹6 Cr raha. Lekin, adjusted PAT ₹70 Cr tha. Is difference ko samajhna investors ke liye bahut zaroori hai, kyunki ₹6 Cr dikhne ka matlab hai ki kuch special expenses ya adjustments hue honge jinko hata kar company ka asli performance ₹70 Cr adjust PAT mein dikh raha hai.
Full year ka EBITDA ₹343 Cr raha, aur margin 11.1% tha. Q4 mein EBITDA margin 11.0% tha. Company ne FY26 mein ₹2,355 Cr ka TCV booking bhi kiya hai, aur Q4 mein net cash ₹182 Cr hai.
Ye news isliye important hai kyunki company apna business model badal rahi hai. Traditional BPM services se hat kar ab high-margin, AI-driven services par focus karegi.
Aage chalkar, company Digital & AI Engineering aur Data & Analytics jaise high-growth areas par zyada dhyan degi. International markets mein, khaas kar BFSI aur Healthcare sectors mein, company apna reach badhane ki koshish karegi.
Ab risks ki baat karein toh woh ₹6 Cr aur ₹70 Cr wala PAT ka gap ek bada sawaal hai. Investors ko pata karna hoga ki kya ek-waqt ke kharch the ya koi aur issue. Saath hi, global market mein competition bahut zyada hai, toh $1 billion ka target achieve karna mushkil ho sakta hai. Operational changes bhi ek challenge hain.
Competition ki baat karein toh LTIMindtree aur Persistent Systems jaise players bhi digital transformation aur AI par focus kar rahe hain. LTIMindtree ka digital services revenue growth aur Persistent Systems ka digital engineering growth, Digitide ke goals se milta julta hai.
Aage kya dekhna hai? Management se ₹6 Cr vs ₹70 Cr PAT ke reason poochna hoga. Unki '3x3x3' strategy kitni successful ho rahi hai, woh check karna hai. Naye deals, khaas kar AI aur digital mein, kitni mil rahi hain, ye bhi important hai. FY31 ke target ko lekar updates par nazar rakhein.