Datamatics Share Price: Revenue **20%** Bhaga, Par Profit Mein **₹40 Cr** Ka Hit! AI Par Badi Betting!

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AuthorVihaan Mehta|Published at:
Datamatics Share Price: Revenue **20%** Bhaga, Par Profit Mein **₹40 Cr** Ka Hit! AI Par Badi Betting!
Overview

Dekho bhai, Datamatics Global Services ne Q3 FY'26 mein kamaal kar diya! Inka revenue record **₹510.1 crore** tak pahunch gaya, jo pichle saal se **19.9%** zyada hai. Operational efficiency ne support kiya aur EBITDA bhi **76.4%** bhadkar **₹96.2 crore** ho gaya. Lekin haan, Profit After Tax (PAT) thoda gira hai **42.5%** QoQ, **₹36.4 crore** pe aa gaya. Iska reason hai **₹40.3 crore** ka ek one-time charge jo labour code changes ki wajah se laga. Agar yeh charge na hota toh PAT **₹76.7 crore** hota. Company AI mein bhi heavy investment kar rahi hai aur unke paas **₹540.2 crore** cash bhi hai. FY'27 ke liye growth **high single digits** rehne ka estimate hai.

Datamatics Ke Numbers Kya Kehte Hain? (The Financial Deep Dive)

Toofani revenue growth ke baad, chalo numbers mein aur deep dive karte hain. Q3 FY'26 mein company ka total revenue ₹510.1 crore raha, jo pichle saal ke comparison mein 19.9% upar hai aur pichle quarter se 4.1% zyada. Yeh ek record hai bhai! EBITDA bhi 76.4% jump karke ₹96.2 crore ho gaya, aur margins 18.9% pe pahunch gaye, jo pichle saal se 604 bps zyada hain. EBIT bhi 65.9% badhkar ₹74.2 crore raha, aur margins 14.6% pe aa gaye.

Profit Ka Kya Hua? (PAT ka Drama)

Ab baat karte hain Profit After Tax (PAT) ki, jo ₹36.4 crore raha aur pichle quarter se 42.5% kam tha. Iska main reason hai ₹40.3 crore ka ek 'exceptional charge' jo labour laws mein badlav ki wajah se gratuity aur leave encashment liabilities par laga. Is one-time expense ko hata dein toh adjusted PAT ₹76.7 crore ke aas paas hota, jo kaafi strong picture dikhata hai. Agar nine months ki baat karein, toh revenue 19.7% badhkar ₹1,467.9 crore hua aur EBITDA 68.7% jump karke ₹261 crore raha. Nine months ka PAT ₹150 crore tha, jo 6.3% kam hai, is exceptional charge ke karan.

Balance Sheet Aur Operational Strength

Company ne apni balance sheet bhi strong rakhi hai. December 2025 tak inke paas ₹540.2 crore net cash aur investments the. Billed Days Sales Outstanding (DSO) bhi stable 55 days pe maintain raha.

AI Par Heavy Investment Aur Future Plan (The Grill)

Management ne bataya ki woh AI technologies mein khub invest kar rahe hain. Google Gemini Enterprise ko internal use mein la rahe hain aur banking, insurance, logistics jaise sectors ke liye AI solutions develop kar rahe hain. Unhone yeh bhi kaha ki Digital Experiences segment filhaal thoda soft chal raha hai kyunki clients captive centres ki taraf shift ho rahe hain, par Q1 FY'27 se usmein bhi recovery ki ummeed hai. FY'27 ke liye revenue growth ka forecast high single digits rakha hai, jise management conservative keh raha hai. Company har saal transformation technologies mein ₹40-50 crore ka investment kar rahi hai aur yeh saare kharch expense ki tarah record ho rahe hain.

Risk Kya Hai Aur Aage Kya?

Company ka pura future 'AI-first' organization banne par focus hai. Haalanki, near-term mein Digital Experiences mein kamzor trend dikh sakta hai, management AI adoption aur strategic accounts mein expansion se long-term growth ko lekar optimistic hai. Kuch bade risks hain, jaise US market mein geopolitical instability, AI technologies ko clients kitni jaldi adopt karte hain, aur AI deployments mein data security ko lekar concerns.

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