• FY26 financial performance: Full-year revenue reached $1.65 billion with a 17.4% year-on-year growth, marking 24 consecutive quarters of at least 3% sequential growth. EBIT margin landed at 15.6% and PAT margin at 12.6%, while the full-year order book recorded $2.4 billion in total contract value and $1.8 billion in annual contract value.
• Revenue run-rate target: Management remains on trajectory toward its aspirational goal of a $2 billion run rate by Q4 FY27, supported by a 17.3% compounded annual growth rate since its 2010 public listing.
• AI-focused business strategy: Customer discussions are dominated by AI capabilities over macroeconomic and geopolitical concerns. Management emphasized that future success will depend on building high-end capabilities and moving up the value chain rather than competing purely on cost.
• Vertical growth outlook: BFSI is expected to lead growth in upcoming quarters, followed by healthcare life sciences and technology, after delivering full-year growth of 28.4%, 10.1%, and 13.8% respectively. The technology segment is adopting AI the fastest, which will drive customer volume growth alongside compression in delivery effort.