• Hiring segment trends: Specialized staffing outperformed expectations due to GCC demand and specialized roles (AI, data science, cloud security), offsetting a 50% head count decline in IT services to around 3,000. Non-IT hiring remains strong across retail, quick commerce, and manufacturing, while BFSI hiring has slowed over the past two years.
• Top line growth: Revenue growth is projected at roughly 10% for FY26 and FY27, moderating from historical 15–20% levels due to salary corrections and increased hiring in lower-salary tier-2 and tier-3 locations under a fixed markup model of about ₹700 per employee per month.
• Margin expansion strategy: The company aims to restore pre-COVID EBITDA margins of 2.1–2.2% by targeting 25–30% profit growth in specialized staffing, 5–8% operating margins in EdTech, high operating leverage in general staffing, and scaling high-margin HR Tech and RegTech products.
• Profit growth target: TeamLease is targeting 25% year-on-year profit growth, working toward approximately doubling bottom-line profits from ₹110 crore to ₹220 crore over the next three years.
• Capital allocation plans: Management is evaluating small bolt-on acquisitions with ticket sizes below ₹70–80 crore in the employability space, while the board considers dividends and share buybacks deployed from its cash reserves.