Persistent Systems Limited (PERSISTENT)
The Transcript of the investor/analyst call held on Thursday, October 15, 2026, is as enclosed.
AI summary
- Q2 FY27 revenue USD 487.6mn, +20% y-y, EBIT margin 15%, PAT margin 10.6%
- Nagarro acquisition progressing; 94% shares secured, closure expected Q4 CY26/Q1 CY27
- One-time Nagarro acquisition expenses ~$50mn over 3-4 quarters, impacting PAT by ~3.1%
- Software Reinvention Services launched, driving AI-led growth and cost optimization
- Top 5 customers revenue +38.9% y-y; North America +22.5%, Europe -8.5% (client-specific)
- EBIT margin impacted by wage hike, large deal amortization; target 16-17% margin range
- Strong deal wins in Software, BFSI, Healthcare; large $650mn+ deal ramping
- Cash and investments $315mn; billed DSO improved to 50 days
- Multiple AI certifications and partnerships; focus on AI-driven product engineering
- Multiple analyst queries on BFSI AI adoption, margin outlook, Nagarro integration
Source: Original filing PDF
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🚨 PERSISTENT — 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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