Dear Sir/ Ma'am, In continuation to our intimation dated August 06, 2026, please find enclosed a transcript of the Earnings Call held on Tuesday, August 11, 2026 to discuss the operational ....
AI summary
- Q1 FY27 revenue grew 25% y-y to INR 891 Cr; EBITDA up 24% to INR 252 Cr; PAT rose 12% to INR 202 Cr
- Visa & Consular segment revenue up 22% to INR 560 Cr; EBITDA margin steady at 40.3%
- Digital Services revenue grew 32% to INR 330 Cr; EBITDA up 45% to INR 27 Cr; margin improved to 8.2%
- Net cash position strong at INR 1,617 Cr as of June 30, 2026
- Organic revenue growth guidance of 15-20% for next 5 years; consolidated EBITDA margin at 28.3%
- Capital allocation prioritizes organic growth, M&A with 17-20% return threshold, and dividends
- Aadhaar project capex nearing completion; full revenue expected from Q4 FY27
- Visa application volumes stable at 11.3 lakh; revenue per application grew 11% y-y
- Pipeline of new contracts ongoing; recent wins include Belarus, Portugal, Slovakia, Italy
- Acquisitions like Atyati Technologies contribute revenue and synergies; Citizenship Invest revenue grew to INR 17.5 Cr
- Aadhaar contract expected to generate INR 2,500 Cr revenue over 6 years with 10-15% EBITDA margin
Source: Original filing PDF
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🚨 BLS — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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