SAGILITY · Information Technology
Sagility Ltd. reported revenue of ₹1,658 cr for July to September 2025, +25.1% on the year and +7.7% on the quarter. It is the highest quarterly revenue in the last 10 quarters on record. Over the last four quarters revenue comes to ₹6,218 cr, +22.1% on the four before.
Operating profit (EBITDA) was ₹415 cr, a margin of 25.0%, +231 bps on the year and +255 bps on the quarter. Over the last 8 quarters the margin has ranged from 15.9% to 27.0%, averaging 22.7%. Operating costs grew +21.4% against revenue growth of +25.1%, so more of each rupee of sales reached operating profit.
Net profit was ₹251 cr, +114.5% on the year and +68.5% on the quarter, with earnings per share of ₹0.54. Profit before other income, one-offs and tax grew 85.5%, so 29 points of the headline growth came from outside the core business. The tax rate of 23% is in line with its recent average. Profit over the last four quarters totals ₹800 cr, +175.9% on the four before.
On earnings per share of ₹1.71 over the last four quarters, the stock at ₹45.22 trades at 26.4 times trailing earnings.
Written from the quarterly statements. The filing read adds the balance sheet and cash flow filed with this quarter, the auditor's review, segment results, one-off items line by line and what management said on the call.
Headline profit grew much faster than core profit. What made up the difference?
Source: Quarterly statements
Could not run on this quarter: Exceptional items that recur, Cash behind the profit, Receivables against sales, Inventory against sales, Borrowing while holding cash, Auditor's review or audit report, IPO money used as stated, Related-party transactions, Exits, postponements, restatements, Promoter pledges and allotments, Earlier promises against delivery, When the results were filed. Most need the filing read (balance sheet, cash flow, auditor, disclosures).
Net profit a year ago, each driver's change, and net profit now. Blue added profit, red took it away.
This quarter's filing carries a balance sheet and a cash flow statement. The cash, receivables and borrowing checks run once the filing read is in.
| Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | ₹1,094 cr | ₹1,260 cr | ₹1,283 cr | ₹1,223 cr | ₹1,325 cr | ₹1,453 cr | ₹1,568 cr | ₹1,539 cr | ₹1,658 cr | ₹1,971 cr | ₹2,024 cr | ₹1,963 cr |
| YoY | — | — | — | +10% | +21% | +15% | +22% | +26% | +25% | +36% | +29% | +28% |
| EBITDA margin | 21.4% | 20.6% | 23.9% | 15.9% | 22.7% | 27.0% | 23.8% | 22.5% | 25.0% | 25.9% | 24.0% | 22.3% |
| Other income, % of PBT | 67% | 14% | 5% | 34% | 9% | 15% | 4% | 5% | 18% | −7% | 7% | −0% |
| Exceptional items | — | — | — | — | — | — | — | — | — | — | — | — |
| Tax rate | 19% | — | 14% | 69% | 27% | 25% | 24% | 29% | 23% | 21% | 29% | 25% |
| Net profit | ₹35.0 cr | ₹71.0 cr | ₹80.0 cr | ₹22.0 cr | ₹117 cr | ₹217 cr | ₹183 cr | ₹149 cr | ₹251 cr | ₹268 cr | ₹258 cr | ₹217 cr |
| YoY | — | — | — | −48% | +234% | +206% | +129% | +577% | +115% | +24% | +41% | +46% |
| Core profit YoY | — | — | — | −8% | +936% | +547% | +160% | +326% | +86% | +48% | +48% | +44% |
| EPS | ₹0.18 | ₹0.37 | ₹0.19 | ₹0.05 | ₹0.25 | ₹0.46 | ₹0.39 | ₹0.32 | ₹0.54 | ₹0.57 | ₹0.55 | ₹0.46 |
| Flags | 1 | 1 | 1 | 3 | 1 | 2 | 1 | 1 | 1 | ✓ | ✓ | ✓ |
Each quarter is read with the same rules. Balance-sheet and cash checks run on half-year and annual quarters; filing-read checks run where a read exists.
Sagility Ltd. reported revenue of ₹1,658 cr (+25.1% on the year) and net profit of ₹251 cr (+114.5% on the year) for July to September 2025.
Profit before other income, exceptional items and tax moved +85.5% on the year, against +114.5% for reported profit.
1 check raised a question: Headline profit grew much faster than core profit. What made up the difference?
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