• FY27 financial outlook: Management expects revenue growth in FY27 to surpass FY26 levels driven by strong leading indicators and order backlog, with margins projected to remain stable around 15.8% to 16.1%.
• AI delivery strategy: The company is shifting from traditional effort-based pricing to outcome-based models across its "AI for technology" and "AI for business" segments, with AI components increasingly integrated into deals.
• North America performance: Following a leadership reset in FY26, the US order book has grown consistently for three to four consecutive quarters, setting up the region for stronger revenue growth in FY27.
• Workforce and productivity: Headcount growth is expected to remain non-linear relative to revenue growth, though the company added 54 net employees in Q4 following several quarters of flat or slightly declining staff levels.