Datamatics Global Services Limited — Q2FY27 earnings call summary

Filed 09 November 2026 · Official transcript

Q2 FY27 revenue grew 11.5% y-y to INR 546.6 Cr; EBITDA rose 30% to INR 115.5 Cr with 21.1% margin (+301 bps y-y)
FY27 growth guidance maintained at high single digits (~9-9.5%); margin expected steady around 20%
Acquisition pipeline active but no finalized deals; organic growth expected ~10-12% CAGR over 3 years
Annual wage hikes completed in Q1 FY27
Digital Operations led growth with 15.6% revenue increase and 21.8% EBIT margin
Adjusted EBIT margin (ex-intangible amortization) was 18.2% in Q2; PAT grew 16.1% y-y to INR 73.4 Cr
US and Europe are key growth markets; AI-driven services contribute to ~55% of new opportunities
Headcount stable at ~14-15k; growth driven by AI tools reducing proportional headcount increase