• Quarterly performance headwinds: Results were muted due to market volatility and delayed execution of a mega deal announced in February rather than December, with revenue ramp-up pushed to Q1.
• FY27 guidance stance: Zensar does not provide revenue or EBIT margin guidance due to high market volatility, though order bookings and deal pipelines remain strong even excluding the mega deal.
• Sector and regional outlook: Growth is anticipated in South Africa, the UK, Europe, BFSI, manufacturing, and consumer services. However, TMT is expected to remain weak, and healthcare and life sciences performance will be muted.
• Operational decision-making: The company relies on an agile and rapid decision-making culture as a core differentiator to support client delivery during project ramp-ups.