• Financial growth trajectory: The company reported 17.4% year-on-year organic growth and marked its 24th consecutive quarter of 3% plus sequential growth, supported by $408.9 million in Q4 deal wins.
• Vertical demand trends: BFSI remains the top-performing vertical with strong momentum across Europe and the US, healthcare has rebounded strongly after earlier softness, and high-tech shows resilience in hyperscalers and fintech despite weakness in hardware and software.
• AI revenue approach: Management views AI as an efficiency tool and a baseline requirement across all deals rather than a standalone revenue stream, framing it as a major opportunity to deliver faster, cost-effective solutions.
• FY27 revenue target: The company is confident in achieving its $2 billion revenue target by FY27 or calendar year 2027, driven by an annual contract value of approximately $1.8 billion, total contract value of $2.4 billion, and an expected 17–20% organic growth trajectory alongside selective acquisitions.