Datamatics Global Services Ltd (DATAMATICS)
🎯 Key Takeaways
- Datamatics Global Services Ltd is in a mature phase with stable financials and consistent governance practices, showing no aggressive growth signals but maintaining operational efficiency and shareholder-friendly policies. The company operates in the IT software sector with a focus on digital services and ESG integration, though its revenue trajectory remains flat over the past year.
- Revenue declined 1% QoQ to ₹514 in Q1FY27.
- ⚠️ Revenue stagnation over the past year despite operational scale, with no clear growth catalyst disclosed.
- Market Cap
- ₹4,847
- P/E Ratio
- 22.4
- P/B Ratio
- 3.14
- ROE
- 14.0%
- ROCE
- 17.4%
- Debt/Equity
- 0.14
- Div Yield
- 0.61%
- Promoter
- 66.3%
📖 The Story
Datamatics Global Services Ltd is in a mature phase with stable financials and consistent governance practices, showing no aggressive growth signals but maintaining operational efficiency and shareholder-friendly policies. The company operates in the IT software sector with a focus on digital services and ESG integration, though its revenue trajectory remains flat over the past year.
📰 What's Happening
The company recently conducted its 38th Annual General Meeting on September 18, 2026, where it approved the audited financial results for FY2025-26 and declared a final dividend of Rs 5 per share. CEO Rahul L. Kanodia was re-appointed for a five-year term starting February 22, 2027, with remuneration terms under shareholder approval. Additionally, Datamatics filed its Business Responsibility and Sustainability Report (BRSR) for FY2025-26 on August 26, 2026, reaffirming its commitment to ESG frameworks, including plans to validate Science-Based Targets for Scope 3 emissions by FY2026-27. Shareholders were directed to update contact details to receive future communications electronically.
Source: Stock Announcements
📊 Quarterly Results (₹ Cr)
| Metric | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| Revenue | 490 | 510 | 519 | 514 |
| Operating Profit | 69 | 74 | 88 | 78 |
| OPM % | 14.1% | 14.6% | 16.9% | 15.3% |
| Net Profit | 63 | 36 | 45 | 72 |
| EPS | ₹10.70 | ₹6.16 | ₹7.48 | ₹12.24 |
Quarterly revenue has shown marginal improvement from ₹490 crore in September 2025 to ₹514 crore in June 2026, indicating stabilization after a period of slight contraction. However, operating profit margins have fluctuated between 14.1% and 16.9%, with the most recent quarter (June 2026) reporting ₹78 crore in operating profit on ₹514 crore revenue. Net profit declined sharply from ₹63 crore in September 2025 to ₹45 crore in March 2026 before recovering to ₹72 crore in June 2026, suggesting variability in bottom-line performance despite revenue resilience.
🔮 Management Outlook & What's Next
Management has not provided explicit forward guidance on revenue or margins in the latest filings, but emphasized continuity in leadership through the CEO's re-appointment until 2032 and ongoing ESG advancement, particularly the validation of Science-Based Targets for Scope 3 emissions during FY2026-27. The company also highlighted enhancements to its ESG governance model via the ESG Committee led by the Vice Chairman. No specific financial targets or growth projections were disclosed in the recent filings.
Extracted from official company announcements. Not StockFin.ai's opinion.
🏦 Balance Sheet (₹ Cr)
| Item | Mar 2025 | Mar 2025 | Mar 2026 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 30 | 30 | 30 | 30 |
| Reserves | 1,335 | 1,261 | 1,514 | 1,425 |
| Borrowings | 158 | 37 | 221 | 186 |
| Total Liabilities | 2,056 | 1,600 | 2,355 | 2,154 |
| Fixed Assets | 839 | 123 | 184 | 137 |
| Investments | 355 | 505 | 639 | 539 |
| Total Assets | 2,056 | 1,600 | 2,355 | 2,154 |
The balance sheet shows a stable capital structure with total assets growing from ₹2,056 crore in March 2025 to ₹2,355 crore in March 2026, driven by increases in reserves and retained earnings. Borrowings rose modestly from ₹158 crore to ₹221 crore over the same period, while equity remained flat at ₹30 crore, indicating that asset growth is primarily funded through retained profits and reserves rather than debt or equity issuance. This suggests conservative capital allocation and organic growth financing.
💰 Cash Flow Statement (₹ Cr)
| Item | Mar 2025 |
|---|---|
| Operating | +224 |
| Investing | -249 |
| Financing | +119 |
| Net Cash Flow | +93 |
👥 Shareholding Pattern
| Category | Q2FY26 | Q3FY26 | Q4FY26 | Q1FY27 |
|---|---|---|---|---|
| Promoters | 66.3% | 66.3% | 66.3% | 66.3% |
| FII | 0.8% | 0.5% | 0.5% | 0.5% |
| DII | 0.3% | 0.1% | 0.1% | 0.1% |
| Public | 20.8% | 20.9% | 21.1% | 20.9% |
| # Shareholders | 49,202 | 48,604 | 48,119 | 48,772 |
Institutional investor holding (FII and DII) has shown a gradual decline in shareholding percentage from 0.79% (FII) and 0.25% (DII) in Q2FY26 to 0.51% (FII) and 0.1% (DII) in Q1FY27, while promoter holding remains unchanged at 66.33%. The number of public shareholders has slightly decreased, but the total count remains high at over 48,000. There are no signs of large-scale exits, but the downward trend in institutional interest may signal reduced confidence or portfolio rebalancing.
⚖️ Peer Comparison — IT - Software
| Company | MCap (₹ Cr) | P/E | ROCE | ROE | D/E |
|---|---|---|---|---|---|
| TCS | 7.37 L Cr | 14.8 | 63.2% | — | 0.00 |
| INFY | 4.08 L Cr | 13.6 | 44.9% | — | 0.00 |
| HCLTECH | 3.32 L Cr | 19.0 | 31.6% | — | 0.00 |
| WIPRO | 1.55 L Cr | 12.4 | 18.1% | — | 0.19 |
| TECHM | 1.49 L Cr | 26.2 | 24.8% | — | 0.00 |
| LTM | 1.19 L Cr | 22.7 | 30.5% | — | 0.00 |
| OFSS | 90,555 | 26.5 | 60.3% | — | 0.00 |
| PERSISTENT | 82,117 | 42.3 | 32.7% | — | 0.00 |
| COFORGE | 76,187 | 35.0 | 25.6% | — | 0.04 |
| MPHASIS | 41,765 | 21.8 | 22.3% | — | 0.17 |
🔗 Peer Stock Analyses
⚠️ Risk Factors
1. Revenue stagnation over the past year despite operational scale, with no clear growth catalyst disclosed. 2. Volatility in net profit margins despite stable operating profit trends, suggesting sensitivity to cost or tax structure. 3. Lack of independent assurance on BRSR disclosures raises credibility concerns around ESG claims. 4. Overreliance on a single executive (CEO Rahul Kanodia) with long-term tenure, creating succession and governance concentration risk.
📋 Recent Filings
- Announcement2026-09-29Datamatics announced that Prometric has selected it to support global remote examination operations, leveraging its 24/7 multilingual delivery network…
- 🔴 Announcement2026-09-21Datamatics Global Services announced that Independent Director Kanika Mittal will complete her two-year term on September 21, 2026, ending her tenure …
- 🟡 voting results2026-09-18Datamatics shareholders approved all four AGM resolutions on September 18, 2026, including adoption of audited financials, final dividend of Rs. 5 per…
- 🟡 Board Meeting2026-09-18Datamatics held its 38th AGM on September 18, 2026 via video conference, adopting audited financials for FY2025-26 and declaring a final dividend of R…
- 🔴 Announcement2026-09-16Datamatics Global Services Ltd announced an investor meeting scheduled for September 1, 2026, from 10:00 am to 1:00 pm at G-200 Summit, focusing on Bh…
- Announcement2026-09-08Datamatics announced a press release detailing a partnership with a leading U.S. pet care company to implement an AI-powered voice agent solution, aim…
- Announcement2026-08-27Datamatics announced that Dr. Lalit Kanodia, its founder and chairman, was honored by the Indo-American Chamber of Commerce for his leadership in US-I…
- 🔴 annual report2026-08-26Datamatics Global Services Limited filed its Business Responsibility and Sustainability Report for FY2025-26 on August 26, 2026, as mandated under SEB…
- 🔴 annual report2026-08-26Datamatics announced its 38th Annual General Meeting scheduled for September 18, 2026 at 11:30 AM IST via video conference, accompanied by the FY 2025…
- Announcement2026-08-26Datamatics announced a virtual one-on-one investor meeting with JM Financial on August 31, 2026, from 11:30 am to 12:30 pm, to discuss publicly availa…
🧠 Analyst's Read
Datamatics exhibits a stable but stagnant financial profile with disciplined capital management and governance continuity, but lacks clear growth drivers or margin expansion momentum. Investors should monitor the outcome of the AGM dividend approval, progress on ESG target validation, and trends in institutional holding as early indicators of strategic direction.
Based on filing content and financial data. Not a recommendation.
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Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-09-30.
Editorial & Data Transparency Notice
This analysis was programmatically compiled using StockFin AI utilizing official regulatory disclosures from the BSE and NSE. Content is automatically synthesized and audited against public financial filings. StockFin.ai is an educational research platform and is NOT a SEBI-registered investment advisor or research analyst.
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