Coforge Ltd

Q4 FY25IT - Software

Coforge Q4 FY25 earnings call: Revenue & Margins

Q4 FY25 earnings call: what management guided on revenue, margins and order book.

Price₹1,892

Market cap₹80.3K Cr

P/E41.9

Updated23 Aug 2026

Read4 min read

The short version

Coforge expects very strong growth in FY2026, driven by a record signed order book 47.7% higher than last year. Coforge expects very strong growth in FY2026, driven by a record signed order book 47.7% higher than the previous year.

From Coforge Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Coforge expects very strong growth in FY2026, driven by a record signed order book 47.7% higher than last year.
Growth momentum of 30%+ seen in FY2025 is expected to be maintained in FY2026, supported by large deal wins including the Sabre contract.
The company's pipeline of large deals remains healthy, with consistent year-on-year increase in both number and median size of deals.
Growth is expected to be balanced across geographies, industry verticals, and service lines.
The ramp-up of large deals like Sabre will continue over the next few quarters, contributing significantly to volumes.
Coforge targets reaching $2 billion in revenue by FY2027, aiming to potentially achieve this milestone earlier.

2 more points management made on revenue & sales performance

Profitability & Margins

Coforge expects very strong growth in FY2026, driven by a record signed order book 47.7% higher than the previous year.
Organic growth momentum of mid-teen percentage is anticipated to continue, supported by acquisitions like the Sabre deal and others.
EBIT margins are expected to improve significantly: Q4 FY2025 EBIT exit was 13.2%, with guidance targeting approximately 14% EBIT by FY2027.
Reported EBITDA margin target is 18% by FY2027, up from 16.6% in FY2025.
EBIT margin expansion largely to occur in FY2026, with structural changes and scale leverage key drivers.

2 more points management made on profitability & margins

See what Coforge Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The company made acquisitions during the year: a data and cloud asset in the US generating $6 million quarterly revenue and a ServiceNow asset in Australia generating $2 million quarterly revenue.
Revenues from these acquisitions will largely offset the sale of the AdvantageGo business.
There is a focus on investing in delivery operations and capability build, particularly around AI and GenAI solutions, with over 200 real-world AI solutions developed and deployed.

2 more points management made on capital expenditure plans

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Fundraising & Capital Structure

There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
The company has improved its net cash position from a net debt of $9.8 million at the end of FY2024 to net cash of $43.3 million at the end of FY2025.
The focus appears to be on utilizing cash flows and managing working capital to support growth.

2 more points management made on fundraising & capital structure

See what Coforge Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Total order intake in Q4 was $2,136 million, marking an exceptional quarter.
Fiscal year 2025 recorded the highest ever annual order intake of $3.5 billion, up 75.1% year-on-year.
The executable order book, representing locked orders for the next 12 months, stands at a record $1.5 billion.

2 more points management made on order book & pipeline

Coforge Ltd — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹4.5K Cr, net profit ₹666 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Coforge Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Coforge Ltd Q4 FY25 results?

What is Coforge Ltd share price analysis?

Coforge Ltd currently shows a neutral. The stock trades at a P/E of 41.9 with a market cap of ₹80,257 Cr. Investors should review the full earnings analysis for detailed insights.

Is Coforge Ltd planning capital expenditure?

The company made acquisitions during the year: a data and cloud asset in the US generating $6 million quarterly revenue and a ServiceNow asset in Australia generating $2 million quarterly revenue.

Keep Coforge Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.