Earnings Call Transcript

August 12, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeeboy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Bandra Kurla Complex, Mumbai - 400 001. Bandra (East), Mumbai - 400 051. BSE Security Code: 532528 NSE Symbol: DATAMATICS Sub.: Transcript for Q1FY27 Earnings Conference Call Dear Sir/Madam, Pursuant to Regulation 30 and Part A of Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, please note that the transcript of the earnings call held on Thursday, August 6, 2026 at 05:00 P.M. IST for discussion on Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended on June 30, 2026 is attached and also available on the website of the Company at https://www.datamatics.com/about-us/investor-relations/earnings-call. Kindly take the above on your record. For Datamatics Global Services Limited Divya Kumat President, Chief Legal Officer and Company Secretary (FCS: 4611) Encl: a/a DATAMATICS GLOBAL SERVICES LTD. Knowledge Centre, Plot 58, Street No. 17, MIDC, Andheri (East), Mumbai - 400 093. INDIA | Tel: +91 (22) 6102 0000/1/2 | Fax : +91 (22) 2834 3669 | CIN: L72200MH1987PLC045205 | investors@datamatics.com | www.datamatics.com “Datamatics Global Services Limited Q1 FY27 Earnings Conference Call” August 06, 2026 MANAGEMENT: MR. RAHUL KANODIA – VICE CHAIRMAN AND CHIEF EXECUTIVE OFFICER MR. ANKUSH AKAR – EXECUTIVE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER MR. MITUL MEHTA – EXECUTIVE VICE PRESIDENT AND CHIEF MARKETING OFFICER MODERATOR: MR. PRATIK JAGTAP – E&Y INVESTOR RELATIONS Page 1 of 9 Datamatics Global Services Limited August 06, 2026 Moderator: Ladies and gentlemen, good day, and welcome to the Datamatics Global Services Limited Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Pratik Jagtap from E&Y Investor Relations. Thank you, and over to you, sir. Pratik Jagtap: Thank you, Anuskha. Good evening to all the participants in the call today, and welcome to Q1 FY27 earnings call of Datamatics Global Services Limited. The results and presentation have already been mailed to you, and they are also available on the website of Datamatics. In case anyone has not received a copy of press release and presentation, please do write to us, and we will be happy to send it you all. To take us through the results today and to answer your questions, we have with us the top management of the company represented by Rahul Kanodia, Vice Chairman and CEO; Ankush Akar, EVP and CFO; Mitul Mehta, EVP and CMO. Rahul will start the call with brief overview of the quarter on business, which will be then followed by Ankush, who will take us through the financials. Then we will open the floor for the Q&A session. I would like to remind you that anything that is said on this call, which gives any outlook for the future, or which can be construed as a forward-looking statement, must be viewed in conjunction with the risks and uncertainties that we face. These risks and uncertainties are included but not limited to what we have mentioned in the prospectus filed with SEBI and subsequent annual reports, which you can find on our website. With that said, I now hand over the call to Rahul sir. Over to you, sir. Rahul Kanodia: Thank you, Pratik. Good day, everyone, and thank you for joining the Datamatics Q1 FY27 earnings call. I will begin by sharing some key highlights from our quarterly performance, following which Ankush will take you through the financial update in greater detail. We will then open the floor for a Q&A session. We have started the FY '27 on a positive note, demonstrating the resilience of our business model and the trust our customers have placed in us. Our revenue for Q1 FY27 grew at 9.9% on a year-on-year basis to INR 513.9 crores. EBITDA for the quarter stood at INR 101.1 crores, representing a 31.1% year-on-year increase, while our EBITDA margins improved by 343 basis points to 19.7%. This financial performance is a direct reflection of our continued focus on innovation, disciplined, cost management and operational excellence. We are seeing strong market validation of our AI-first strategy. Customers are increasingly choosing Datamatics for our ability to combine AI innovation with execution excellence, Page 2 of 9 Datamatics Global Services Limited August 06, 2026 enabling us to win larger, higher-value engagements across both existing and new customers. The majority of the new deals we have won this year have been on the back of our AI capabilities and some recent examples include:  the SBI Life Insurance project, which selected Datamatics TruAI underwriting to redefine underwriting operations using agentic AI-powered automation.  An American pet and wellness and veterinary care provider expanded its engagement with Datamatics to deploy an AI-powered voice agent, delivering natural conversation, faster response times, and enhanced customer satisfaction.  A leading American consumer product company selected Datamatics KAiBRE and KAiSDLC an agentic AI-powered solution to extract and transform complex legacy business logic, accelerating application modernization, while enhancing scalability, reliability, and performance. These wins underscore the growing confidence customers place in our AI capability and our ability to translate AI innovation into measurable business benefits. I am pleased to announce that the integration of TNQTech into Lumina Datamatics is now complete. The combined organization has strengthened our capabilities and continues to show healthy growth. We have firmly reinforced our position as a global leader and rank amongst the top three digital content outsourcing companies in the world. Looking ahead, we are focused on building upon the strong start to the year. By accelerating the adoption of AI and advanced technologies across our solutions. We remain well positioned to help our customers stay ahead of the curve while driving sustainable long-term growth for our stakeholders. With that, I would now like to hand over the call to Ankush Akar for the financial update. Ankush Akar: Thank you, Rahul. Welcome, everyone, and thank you for joining us for our Q1 FY27 earnings call. Let me take you through the financial performance for Q1 FY27. Our Q1 FY27 revenue stood at INR 513.9 crores, reflecting growth of 9.9% year-on-year. Our EBITDA stood at INR 101.1 crores, a growth of 33.1% year-on-year. Our EBITDA margin for the quarter stood at 19.7%, reflecting an expansion of 343 basis points year-on-year. Our EBIT stood at INR 78.4 crores, a growth of 39% year-on-year. Our EBIT margin for the quarter was 15.3%, reflecting an expansion of 319 basis points year-on-year. Our PAT after non-controlling interest was INR 72.3 crores, up by 43.5% year-on-year. Our PAT margin stood at 13.6% for the quarter. I'm pleased to share that we have recently rolled out our annual salary increments effective April 2026, and impact has been accounted during the quarter. In terms of segment, Digital Operations revenue for the quarter stood at INR 296.8 crores, which is up by 16.1% year-on-year. Digital Operations EBIT margin was at 19.3% for the quarter. Page 3 of 9 Datamatics Global Services Limited August 06, 2026 Digital Technologies revenue for the quarter stood at INR 153.1 crores, which is up by 6.1% year-on-year. Digital Technologies EBIT margin was at 8.9% for the quarter. Digital Experiences revenue stood at INR 64 crores, which is down by 5.3% year-on-year. Digital Experiences EBIT margin was 11.7% for the quarter. Our billed DSO was at 60 days as of June 2026. We continue to maintain a h [Showing first 8,000 characters — download PDF for full document]