CRISIL Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 19 Jul 2026 | Finance | Market Cap: ₹32.7K Cr
The company aims to drive consistent growth across all businesses (ratings, research analytics, intelligence), leveraging new client offerings, segments, and geographic expansions. The company refrains from giving specific forward-looking statements on growth rates (Page 28).
From CRISIL Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹4,514
Market Cap
₹32.7K Cr
P/E Ratio
37.0
Revenue Rank
Margin Rank
How does CRISIL Ltd rank in Finance?
Compare CRISIL Ltd against every Finance company this quarter on revenue, margins and earnings-call signals.
CRISIL Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹233 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →The company aims to drive consistent growth across all businesses (ratings, research analytics, intelligence), leveraging new client offerings, segments, and geographic expansions.
- →Growth is supported by increasing wallet share in core markets, adjacent offerings, and new client segments including regional banks and private markets globally.
- →Recent acceleration in contract renewals in benchmarking business (RAS segment) in Q1 FY26 will smooth out seasonality, normalizing revenues over subsequent quarters.
- →Diversification into private markets, risk and credit solutions for regional banks aims to offset any discretionary spend delays from large global banks.
- →Emphasis on leveraging Gen-AI and technology to enhance productivity and client value, supporting sustainable growth and margin expansion.
- →Expansion into wealth management via acquisition of PriceMetrix and new geographies like Canada and West Asia are growth catalysts.
- →Pricing is managed to cover inflation and sustain margins while delivering client value.
- →While no specific CAGR guidance is given, strong underlying business momentum and expanded client engagements underpin optimistic growth outlook.
📈 Profitability & Margins
Rank 3- →The company refrains from giving specific forward-looking statements on growth rates (Page 28).
- →Focus remains on driving consistent, sustainable growth across all businesses including Ratings, Research Analytics & Solutions (RAS), and Global Analytical Center (Pages 21, 24).
- →Growth drivers include expansion in client segments, adjacent markets (e.g., wealth management via PriceMetrix acquisition), and leveraging AI for productivity and value enhancement (Pages 9, 24, 28).
- →Margins expected to be sustained through value-driven pricing and operational efficiencies (Pages 24, 28).
- →Continued investments in technology, Gen-AI, and talent to maintain competitive advantage and further growth potential (Pages 15, 24).
- →Diversification across geographies and client segments to offset discretionary spending risks among large global banks (Pages 15, 24).
- →2026 Q1 saw strong revenue and profit growth (30%+ revenue YoY; 45.9% PAT growth), signaling momentum to continue (Page 10).
🏗️ Capital Expenditure Plans
Yes- →The company continues to invest in growth across technology, Gen-AI, client development, and other necessary areas to sustain and grow the franchise (Page 25).
- →Investments are evenly spread across businesses and segments, not focused on any specific area (Page 25).
- →Acquired PriceMetrix to deepen presence in wealth management, enhancing capabilities in this growing space (Pages 4, 26).
- →Took a small stake in an SME platform company in India to expand strategic reach (Page 26).
- →Focus on building domain-led Gen-AI solutions, capability development, and upskilling to accelerate innovation and commercialization of emerging technologies (Page 12).
- →Continuing to invest in centers of expertise (COEs) in areas like program management, research, and technology to add client value and drive growth (Page 18).
- →No explicit mention of large-scale capital expenditures or physical capex projects; focus lies on strategic investments, technology, and talent development.
💰 Fundraising & Capital Structure
No information- →There is no explicit mention of any current or planned fundraising through debt or equity in the provided pages.
- →The company discusses growth, expansion, acquisitions (e.g., PriceMetrix), and investments but does not specify fundraising methods.
- →Foreign exchange risk and hedging are mentioned, but no new debt issuance or equity raising is indicated.
- →The focus appears to be on organic and inorganic growth funded through operations and selective acquisitions without public disclosure of new fundraising plans.
- →The management refrains from commenting on forward-looking statements related to growth or financial specifics.
📋 Order Book & Pipeline
No information- →Crisil management does not disclose order book details or metrics related to pending orders for their individual businesses, including the RAS (Research, Analytics, and Solutions) segment.
- →During the call, when asked about order book growth or visibility of growth in the RAS segment, Amish Mehta stated they do not comment on order books.
- →However, the management is focused on driving growth across all businesses and maintains that their customer segments and offerings are well positioned.
- →Directionally, the business is growing with improved visibility, but no specific quantitative order book information is shared publicly.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were CRISIL Ltd Q4 FY26 results?
The company aims to drive consistent growth across all businesses (ratings, research analytics, intelligence), leveraging new client offerings, segments, and geographic expansions. The company refrains from giving specific forward-looking statements on growth rates (Page 28).
What is CRISIL Ltd share price analysis?
CRISIL Ltd currently shows a below-average growth signal. The stock trades at a P/E of 37.0 with a market cap of ₹32,730 Cr. Investors should review the full earnings analysis for detailed insights.
Is CRISIL Ltd planning capital expenditure?
The company continues to invest in growth across technology, Gen-AI, client development, and other necessary areas to sustain and grow the franchise (Page 25).
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.