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SAGILITY LIMITED (SAGILITY)

Information Technology · IT - Services · NSE · Updated 5 July 2026

₹40.98 ↓ 4.12% (1Y)

🎯 Key Takeaways

Sagility Limited is transitioning from a high-growth phase into a disciplined, capital-efficient maturity, characterized by strong profitability and strategic focus on sustainable expansion. Management emphasizes margin resilience, debt elimination by FY27, and AI-driven efficiency as core pillars of future growth, signaling a shift toward operational excellence over aggressive top-line acceleration.
Revenue grew 9.7% QoQ to ₹1,453 in Q3FY25.
⚠️ Growth sustainability: Management projects low double-digit organic growth in FY27, but macroeconomic pressures or client consolidation in the IT serv

Market Cap

₹19,662

P/E Ratio

21.3

Div Yield

0.00%

Promoter

0.0%

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📖 The Story

Sagility Limited is transitioning from a high-growth phase into a disciplined, capital-efficient maturity, characterized by strong profitability and strategic focus on sustainable expansion. Management emphasizes margin resilience, debt elimination by FY27, and AI-driven efficiency as core pillars of future growth, signaling a shift toward operational excellence over aggressive top-line acceleration.

📰 What's Happening

In Q4 FY26, Sagility reported 29.1% YoY revenue growth to ₹71,929 crores and 39.5% YoY PAT growth to ₹11,306 crores, with adjusted EBITDA margin stable at 24.9% in Q4 and 25.3% for the full year. The company proposed a dividend of ₹0.10 per share and highlighted that AI-driven efficiency and managed services are central to its strategy, supported by a $130 million cumulative ACV pipeline and 6% of revenue now recurring. Management expects low double-digit organic growth in FY27, margin stability in the 24-25% range, and full debt repayment by FY27 end. All three ESOP-related resolutions were passed via e-voting, authorizing the 2026 Employee Stock Options and Performance Stock Units Scheme, enabling future equity incentives with governance controls. The board also approved the scheme and dispatched a postal ballot notice seeking shareholder approval, with costs borne by subsidiary entities.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q2FY25	Q3FY25
Revenue	1,325	1,453
Operating Profit	316	436
OPM %	22.7%	27.0%
Net Profit	117	217
EPS	₹0.25	₹0.46

Sagility's financial trajectory reflects accelerating profitability and operational efficiency, as evidenced by Q3FY25 revenue of ₹1,453 crores up from ₹1,325 crores in Q2FY25, with operating profit rising to ₹436 crores from ₹316 crores and OPM expanding to 27.0% from 22.7%. Net profit increased to ₹217 crores from ₹117 crores, and EPS rose to ₹0.46 from ₹0.25, indicating improving earnings quality and margin discipline. This trend aligns with management's guidance on margin stability and PAT growth, suggesting that profitability gains are being driven by scalable operations and cost efficiencies, particularly in managed services and AI adoption.

🔮 Management Outlook & What's Next

Management expects low double-digit organic growth in FY27, with adjusted EBITDA margin guided at 24-25% and full debt repayment by FY27 end. They emphasize AI-driven efficiency, managed services, and client expansion — particularly among the top 5 clients, which grew 11.7% YoY — as key growth drivers. The $130 million cumulative ACV pipeline and 6% recurring revenue ratio underscore a strategic shift toward higher-margin, sustainable business models. These expectations are explicitly stated in the Q4 FY26 financial results filing dated 2026-05-15, forming the foundation of their forward-looking narrative.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — IT - Services

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
L&T Technology Services Limited	37,049	28.5	—	—	—
Inventurus Knowledge Solutions Limited	27,371	37.5	—	—	—
Tata Technologies Limited	25,193	39.0	—	—	—
Netweb Technologies India Limited	21,868	106.3	—	—	—
Affle 3i Limited	20,797	45.6	15.4%	12.4%	0.00
SAGILITY LIMITED	19,662	21.3	—	—	—
Black Box Limited	15,597	79.7	—	—	—
Cyient Limited	9,676	15.1	—	—	—
Amagi Media Labs Limited	8,751	—	—	—	—
Datamatics Global Services Limited	4,385	20.6	—	—	—

🔗 Peer Stock Analyses

LTTS IKS TATATECH NETWEB AFFLE

⚠️ Risk Factors

1. Growth sustainability: Management projects low double-digit organic growth in FY27, but macroeconomic pressures or client consolidation in the IT services sector could challenge this trajectory. 2. Margin pressure: Despite guidance for stability in the 24-25% range, any deterioration in utilization rates or pricing pressure in competitive segments could erode profitability. 3. Execution risk in ESOP dilution: The proposed ESOP scheme may lead to share dilution, potentially impacting EPS and investor sentiment if not managed transparently. 4. Debt repayment timeline: While debt elimination by FY27 is targeted, any delays or unexpected capital needs could disrupt the capital structure plan.

📋 Recent Filings

🧠 Analyst's Read

Sagility is transitioning into a disciplined, profitability-focused phase with clear capital efficiency goals, supported by strong PAT growth, margin resilience, and strategic debt reduction. Investors should monitor execution of FY27 growth guidance, progress toward full debt repayment, and the market's reception of the ESOP scheme upon shareholder voting. The company's shift toward recurring revenue and AI-driven efficiency provides structural tailwinds, but macro volatility and competitive dynamics remain key watchpoints.

Based on filing content and financial data. Not a recommendation.

✨ Deep Dive with AI on SAGILITY

Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-07-05.

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