Q3 FY26 mein Sagility ka revenue constant currency mein 29.1% saal-dar-saal badha hai, jo Motilal Oswal ke 21% ke estimate se kaafi upar hai. Company ka adjusted profit after tax (PAT) ₹320 Crore raha, jo ₹280 Crore ke estimate se zyada hai. EBIT margin bhi 19.7% par tha. Ek-taim ₹32.8 Crore ka charge laga tha India mein labor laws change hone ki wajah se, phir bhi numbers solid hain.
9MFY26 (9 mahine FY26 ke) mein bhi company ne acchi performance dikhayi hai, jahan revenue, EBIT, aur adjusted PAT mein saal-dar-saal kaafi achhi growth hui hai. Employee count bhi 22.5% badha hai.
Is performance ko dekh kar, Motilal Oswal ne apna 'BUY' rating aur ₹66 ka price target maintain kiya hai. Unka kehna hai ki company IT-enabled services sector mein aage bhi acchi growth dikhayegi, aur target 22 guna FY28 ke estimated EPS par based hai.
Results ke baad stock mein thodi girawat dekhi gayi, intraday mein 5% se zyada gir kar ₹49.1 tak pahunch gaya tha. Abhi ₹49.93 ke aas-paas trade ho raha hai, jo iske 52-week high ₹57.89 se thoda neeche hai.
Sagility India ke IT-enabled services sector mein kaam karti hai, jahan global clients cost control aur digital transformation par focus kar rahe hain. Is sector mein growth ki kaafi ummeed hai. Sector mein L&T Technology Services, Infosys jaise bade players bhi hain, aur Sagility US healthcare par focus karke apni jagah bana raha hai.
Haan, thodi news yeh bhi hai ki India mein new labor codes ki wajah se ₹328 million ka ek-taim impact pada tha. Aur haan, ICRA ne company ki bank facilities ki credit ratings withdraw kar li hain company ke hi request par.
Aage ke liye, Sagility Q4 FY26 mein revenue growth 37.6% aur 62.0% ke beech expect kar raha hai. Poore FY26 ke liye revenue growth guidance ko badha kar 22.5% CC kar diya gaya hai, aur EBITDA margin 25% par maintain kiya hai. Motilal Oswal ko lagta hai ki FY25 se FY28 tak revenue CAGR 21% rahega aur isi wajah se woh stock ko ₹66 target price de rahe hain.