SAGILITY LIMITED (SAGILITY)

Information Technology · IT - Services · NSE · Updated 16 June 2026
₹40 ↑ 0.08% (1Y)

🎯 Key Takeaways

  • Sagility Limited is transitioning from a high-growth phase to a mature, cash-generative business with a clear focus on profitability and capital efficiency. Management is actively investing in AI-driven operations and strategic acquisitions to expand its healthcare analytics footprint while prioritizing debt reduction and shareholder returns.
  • Revenue grew 9.7% QoQ to ₹1,453 in Q3FY25.
  • ⚠️ Integration risk from the Careseed LLC acquisition, which could strain cash flows and dilute value if synergies are not realized.
Market Cap
₹19,662
P/E Ratio
21.3
Div Yield
0.00%
Promoter
0.0%

📖 The Story

Sagility Limited is transitioning from a high-growth phase to a mature, cash-generative business with a clear focus on profitability and capital efficiency. Management is actively investing in AI-driven operations and strategic acquisitions to expand its healthcare analytics footprint while prioritizing debt reduction and shareholder returns. The company is in a strategic inflection point, scaling its core services with disciplined margins and long-term structural growth ambitions.

📰 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. Management highlighted 25.8% organic growth in Q4, driven by new client wins and expansion in existing accounts, and added 5 new clients during the quarter. A key development was the board's approval of the acquisition of U.S.-based Careseed LLC for up to $30M (including $17.5M upfront), aimed at strengthening healthcare analytics and payer ecosystem capabilities. Additionally, the company proposed a final dividend of ₹0.10 per share and emphasized AI-led efficiency through platforms like SmarTec and Synchrony as central to future growth.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

MetricQ2FY25Q3FY25
Revenue1,3251,453
Operating Profit316436
OPM %22.7%27.0%
Net Profit117217
EPS₹0.25₹0.46

Sagility has delivered consistent top-line and bottom-line expansion, with revenue growing 29.1% YoY in FY26 and PAT surging 39.5% YoY, supported by margin resilience at 25.3% adjusted EBITDA. The sequential improvement in Q4 margins (24.9%) and 25.8% organic growth indicate operational momentum, particularly in managed services and AI-driven solutions. Management attributes this to scalable delivery models and cost optimization, with cash flow conversion improving amid evolving healthcare payer dynamics. The financial trajectory reflects a company successfully scaling its core business while maintaining profitability discipline.

🔮 Management Outlook & What's Next

Management expects low double-digit organic revenue growth in FY27 and aims to stabilize adjusted EBITDA margins within the 24-25% range. A key priority is achieving full debt repayment by the end of FY27, underscoring a focus on financial resilience. Management also emphasized the strategic role of AI and automation in driving efficiency and client outcomes, positioning Sagility as a tech-enabled operations partner in healthcare. These forward-looking statements were reiterated in the FY26 results filing and investor presentation.

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

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⚠️ Risk Factors

1. Integration risk from the Careseed LLC acquisition, which could strain cash flows and dilute value if synergies are not realized. 2. Execution risk in maintaining margin discipline amid competitive pricing pressures in the healthcare IT services space. 3. Regulatory and client concentration risks, given the emphasis on top client growth and reliance on a few large payer ecosystems. 4. Potential dilution from the ESOS 2026 scheme, which could pressure short-term share price if implemented aggressively.

📋 Recent Filings

🧠 Analyst's Read

Sagility is executing a clear strategy to scale its AI-driven healthcare operations while returning capital to shareholders and reducing leverage. The next key watchpoint is the successful integration of Careseed and the pace of organic growth in FY27, which will determine whether the current growth trajectory can be sustained without further debt or dilution.

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

Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-06-16.