Persistent Systems
Persistent Systems Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Persistent Systems anticipates decent growth in the coming year, driven by investments in AI capabilities and close partnerships with leading technology firms like NVIDIA, OpenAI, Databricks, and Snowflake. Persistent Systems expects decent growth in the coming year, driven by investments in AI capabilities and collaboration with key partners like NVIDIA, OpenAI, Databricks, and Snowflake.
From Persistent Systems's Q4 FY26 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Persistent Systems anticipates decent growth in the coming year, driven by investments in AI capabilities and close partnerships with leading technology firms like NVIDIA, OpenAI, Databricks, and Snowflake.
- The company remains focused on building differentiated and respected market capabilities to sustain its growth journey.
- Persistent is targeting a $2 billion revenue run rate by FY27 Q4 exit, steadily marching towards this goal with a possible margin expansion.
- Growth is expected to be led by Healthcare Life Sciences and BFSI verticals, closely followed by High-tech, with BFSI showing robust growth (28.4% YoY in FY26).
- North America and Europe are key geographic markets showing strong year-on-year growth.
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Profitability & Margins
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Capital Expenditure Plans
- Persistent Systems is investing in building capabilities on the AI front.
- They are working closely with partners such as NVIDIA, Anthropic, OpenAI, Databricks, and Snowflake to strengthen AI and data capabilities.
- The company spends approximately $8 to $9 million annually on intangible capital expenditure, focused on building platforms and internal IP.
- Investment priorities include embedding AI into existing engagements, solving high-value client problems, winning new strategic relationships, and building deep engineering and domain talent.
- They focus on product engineering, data modernization, and cloud transformation, notably in BFSI (Banking, Financial Services, and Insurance) vertical.
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Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Total Contract Value (TCV) for Q4 FY26 stood at USD 600.8 million.
- Total Contract Value of new bookings in the quarter was USD 428.9 million.
- Annual Contract Value (ACV) of bookings for the quarter was USD 445.1 million.
- ACV from new bookings contributed USD 272.7 million.
- Total Contract Value for the full year FY26 was USD 2.4 billion.
- Annual Contract Value for the full year FY26 came to USD 1.8 billion.
- Note: 80% of revenue comes from the US, with peak renewals and bookings usually occurring in the December quarter due to customers' fiscal year.
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Persistent Systems — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.3K Cr, net profit ₹483 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Persistent Systems Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Persistent Systems Q4 FY26 results?
Persistent Systems anticipates decent growth in the coming year, driven by investments in AI capabilities and close partnerships with leading technology firms like NVIDIA, OpenAI, Databricks, and Snowflake. Persistent Systems expects decent growth in the coming year, driven by investments in AI capabilities and collaboration with key partners like NVIDIA, OpenAI, Databricks, and Snowflake.
What is Persistent Systems share price analysis?
Persistent Systems currently shows a neutral. The stock trades at a P/E of 42.9 with a market cap of ₹85,437 Cr. Investors should review the full earnings analysis for detailed insights.
Is Persistent Systems planning capital expenditure?
Persistent Systems is investing in building capabilities on the AI front.
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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.