SASagility544282Earnings call transcript

Q2 FY27 earnings call: revenue INR 20,321 million, up 22.5%, EBITDA margin 26.3%, 15 paise interim dividend

Transcript of the Q2 FY27 earnings call held on October 22, 2026 shared with the exchanges.

By ScoutQuest · Thu 29 Oct 2026, 10:02 AM IST · 2 min read

Q2 Revenue

INR 20,321 million, up 22.5% year-on-year

Q2 Adjusted EBITDA

INR 5,353 million, margin 26.3%

Interim Dividend

INR 0.15 (15 paise) per share

How the quarter looked

This is the transcript of the company's Q2 FY27 earnings call held on October 22, 2026, where management discussed the unaudited results for the quarter and half year ended September 30, 2026.

• Consolidated revenue for Q2 was INR 20,321 million, a year-on-year growth of 22.5% in INR terms.
• Q2 adjusted EBITDA was INR 5,353 million, with a margin of 26.3%, which management described as its highest margin in recent quarters.
• Q2 adjusted PAT was INR 3,254 million.
• For the half year, revenue was INR 39,956 million.

Deal wins and pipeline

• Deal ACV (the annual contract value of new deal wins) for the quarter was $40.2 million, with wins across existing clients as well as a new client.
• A large payment integrity engagement was won from a Big Ten health plan. Management noted that in such deals, which are contingency-based and linked to payment recovery, revenue builds progressively over time.
• The pipeline was described as robust, with more managed services deals and opportunities with Blues and other mid-market plans. Larger transformational deals are taking longer to negotiate and close, but management said they lead to deeper, longer-term relationships.

Dividend

The board approved an interim dividend of INR 0.15 (15 paise) per share, to be paid in Q3.

Acquisitions and AI

• CareSeed, announced last quarter, is now integrated into the clinical practice and strengthens healthcare quality capabilities, particularly in the Medicare Advantage market.
• Chirok Health LLC was announced as acquired a day before the call; its mid-cycle revenue solutions complement the company's front-end and back-end revenue cycle offerings for health providers, from patient access through final payment.
• On AI, management pointed to healthcare-specific solutions such as SmarTec Appeals Assist, Nurse Assist and Claims Assist, and to agentic workflows being implemented for clients: Synchrony Claims Lifecycle for claims adjudication and Synchrony RCM Lifecycle for handling denials, both with human review at defined checkpoints.

What management said about the road ahead

• Demand remains healthy, though clients are more deliberate and are prioritising investments that address immediate business pressures with a clear path to measurable value.
• Clients added in FY26 are growing well and the company is expanding within existing relationships.
• Revenue from payment integrity engagements is expected to build progressively over time, given their contingency-based nature.
• The provider segment is a stated growth focus, supported by the Chirok acquisition and a scaling provider go-to-market team.

Management flagged that some statements made on the call are forward-looking in nature and may involve risks and uncertainties.

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