Sagility Limited (NSE: SAGILITY, BSE: 544282) filed its unaudited consolidated financial results for Q2 FY27 and H1 FY27 ended September 30, 2026, with the National Stock Exchange of India Limited (NSE) and BSE Limited (BSE).

Financial Performance for Q2 FY27 (Quarter Ended September 30, 2026)

  • Revenue from Operations: ₹20,321 million (US$212.6 million), representing a YoY growth of 22.5% (12.2% in constant currency terms). Organic YoY growth was 22.2% (11.9% in CC terms).
  • Adjusted EBITDA: ₹5,353 million (US$56.0 million), at 26.3% of revenue, with a YoY growth of 23.0%.
  • Adjusted PAT: ₹3,254 million (US$34.0 million), at 16.0% of revenue, with a YoY growth of 8.1%.
  • Basic EPS: ₹0.61, a YoY growth of 13.3%.
  • Adjusted Basic EPS: ₹0.70, a YoY growth of 8.1%.
  • Reported EBITDA: ₹5,252 million, at 25.8% of revenue, with a YoY growth of 11.0%.
  • Profit before exceptional items: ₹3,742 million, at 18.4% margin.
  • Profit after tax: ₹2,842 million, at 14.0% margin.

Financial Performance for H1 FY27 (Half Year Ended September 30, 2026)

  • Revenue from Operations: ₹39,956 million (US$420.4 million), representing a YoY growth of 25.0% (13.7% in constant currency terms). Organic YoY growth was 24.7% (13.4% in CC terms).
  • Adjusted EBITDA: ₹10,069 million (US$105.9 million), at 25.2% of revenue, with a YoY growth of 25.2%.
  • Adjusted PAT: ₹5,951 million (US$62.6 million), at 14.9% of revenue, with a YoY growth of 18.9%.
  • Basic EPS: ₹1.07, a YoY growth of 25.4%.
  • Adjusted Basic EPS: ₹1.27, a YoY growth of 18.9%.
  • Reported EBITDA: ₹9,776 million, at 24.5% of revenue, with a YoY growth of 17.9%.
  • Profit before exceptional items: ₹6,768 million, at 16.9% margin.
  • Profit after tax: ₹5,010 million, at 12.5% margin.

Revenue Breakdown

  • Q2 FY27 Revenue by Vertical:
  • Payer: ₹18,262 million (24.4% YoY growth)
  • Provider: ₹2,059 million (8.2% YoY growth)
  • H1 FY27 Revenue by Vertical:
  • Payer: ₹35,847 million (26.7% YoY growth)
  • Provider: ₹4,109 million (11.3% YoY growth)

Business and Operational Highlights

  • Annual Contract Value (ACV): Secured $40.2 million of ACV from 31 existing clients and 1 new logo.
  • Client Base: Added 28 client groups in H1 FY27 (including clients from the CareSeed acquisition), bringing the total active client group base to 105.
  • Acquisition: Acquired Chirok Health LLC to accelerate growth in the Provider segment, adding specialized CDI and coding capabilities.
  • Employees: 51,486 employees as of Q2 end, a YoY increase of 16.5%.
  • Geographic Presence: Operations in 5 countries with 28 delivery centers as of September 30, 2026.
  • Interim Dividend: The Board declared an interim dividend of ₹0.15 per share.

Key Performance Indicators (KPIs)

  • Voluntary Attrition Rate: 25.7% for Q2 FY27 (calculated for employees with tenure exceeding 90 days, annualized).
  • Client Concentration (TTM Sep26): Top 3 clients contributed 60.1% of revenue, Top 5 contributed 70.3%, and Top 10 contributed 84.4%.
  • Million-Dollar Client Groups (TTM Sep26):
  • Clients contributing >US$20 million: 10
  • Clients contributing US$5-20 million: 8
  • Clients contributing US$1-5 million: 22
  • Clients contributing <US$1 million: 65

Management Commentary

  • Ramesh Gopalan, Managing Director and Group CEO: Cited broad-based business momentum, a healthy pipeline with larger deals, growing AI solution traction, and successful integration of the CareSeed acquisition. The priority for H2 is disciplined execution during the AEP and Open Enrolment season.
  • Srinivas Mattapalli, Group Chief Financial Officer: Highlighted strong growth, robust cash generation, and the highest adjusted EBITDA margin in six quarters. The increased interim dividend reflects confidence in the business and commitment to shareholder returns.