Persistent Systems Q3: Revenue Badha, Par Margin Pe Dabav Badhne Ki Sambhavna

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AuthorRiya Kapoor|Published at:
Persistent Systems Q3: Revenue Badha, Par Margin Pe Dabav Badhne Ki Sambhavna
Overview

Persistent Systems Q3 FY26 results January 20 ko aa rahe hain. Analysts ko BFSI aur healthcare sectors se revenue growth ki ummeed hai, lekin wage hikes ki wajah se margins kam ho sakte hain, aur net profit bhi gir sakta hai. Investors cautious spending ke beech deal wins par updates ka intezaar kar rahe hain.

Persistent Systems apna Q3 FY26 results January 20, Tuesday ko announce karne wala hai. Jabki analysts ko sequential revenue growth ki ummeed hai, jo BFSI aur healthcare sectors mein strength se chalegi, profit margins soft hone ki sambhavna hai. Company ko lagbhag 180 basis points ka impact recent wage hikes se face karna padega.

Street forecasts ke mutabik dollar revenue $421 million (quarter-on-quarter 3.6% growth) rahega, aur rupee revenue ₹3,751 crore (4.8% increase) hone ka anuman hai. Operating profit, yaani EBIT, ₹583 crore par flat rehne ki ummeed hai. Lekin, EBIT margin pichhle quarter ke 16.3% se kam hokar 15.5% tak jaane ka anuman hai. Net profit sequential base par lagbhag 3.5% girkar ₹454 crore tak pahunchne ka anuman hai. Constant currency revenue growth lagbhag 3.7% rehne ki ummeed hai.

BFSI aur healthcare verticals se strong performance ki ummeed hai. Dusri taraf, hi-tech segment kamzor reh sakta hai kyunki discretionary spending abhi bhi cautious hai. Investors ka main focus deal momentum par rahega, jo Q2 FY26 mein $609.2 million total contract value (TCV) aur $350.8 million net new TCV ke baad aaya hai. Sawal yeh hai ki prevailing macroeconomic headwinds ke beech deal wins ki sustainability kya hogi.

Kotak Institutional Equities ke analysts investors ke liye kai important areas highlight karte hain. Inmein deal pipeline ki strength, sectors mein discretionary spending trends, acquisitions ke through company ke $5 billion revenue ambition ki taraf progress, aur healthcare payer segment mein demand dynamics shamil hain. Persistent Systems ki in challenges ko navigate karne ki ability ko closely watch kiya jayega.

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