Persistent Systems Ltd Q1 FY27 Results — Earnings Call Analysis
Published 3 Jul 2026 | IT - Software | Market Cap: ₹74.2K Cr
- Persistent Systems expects decent growth in the coming year, supported by ongoing capability building and close customer engagement despite macro uncertainties (Page 26). - Persistent Systems expects decent growth in the coming year, driven by investments in AI capabilities and close partnerships with leading AI and data platform companies (e.g., NVIDIA, OpenAI, Databricks).
From Persistent Systems Ltd's Q4 FY26 earnings-call transcript · updated 3 Jul 2026.
Price
₹4,842
Market Cap
₹74.2K Cr
P/E Ratio
38.4
Revenue Rank
Margin Rank
How does Persistent Systems Ltd rank in IT - Software?
Compare Persistent Systems Ltd against every IT - Software company this quarter on revenue, margins and earnings-call signals.
Persistent Systems Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.1K Cr, net profit ₹529 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Persistent Systems expects decent growth in the coming year, supported by ongoing capability building and close customer engagement despite macro uncertainties (Page 26).
- →The company is focused on growth as a first priority, investing back into business and developing AI and other capabilities (Page 26).
- →Aspirations remain to maintain or improve EBIT margins in the 16-17% range while prioritizing growth (Page 26).
- →Persistent is steadily marching toward a $2 billion annual run rate by FY27 Q4 exit, with confidence in achieving this target plus or minus a quarter (Page 19).
- →Growth is led by BFSI (Banking, Financial Services, and Insurance) vertical, followed by healthcare and high-tech sectors, with BFSI showing robust gains (Pages 14, 5).
- →Expansion strategies include deeper focus on existing top clients, winning new strategic clients, and investments in product engineering, data modernization, and cloud transformation (Page 14).
See what Persistent Systems Ltd said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →Persistent Systems is investing in building and enhancing capabilities, particularly in AI.
- →Collaborations are ongoing with key AI and data partners such as NVIDIA, Anthropic, OpenAI, Databricks, and Snowflake.
- →Annual intangible (capitalized) spending on platform and intellectual property development is around $8 to $9 million.
- →The company is focusing on embedding AI into existing engagements, innovating differentiated offerings, and expanding strategic client relationships.
- →Workforce transformation initiatives like the Persistent AI huddle and AI hackathon (Semicolons) aim to build AI-native solutions and upskill employees.
- →Future capital investments are geared towards developing AI platforms (e.g., SASVA, iAURA, GenAI Hub) and associated product engineering and data modernization.
- →No specific large-scale capex amounts or project details beyond these strategic AI and platform investments were disclosed.
See what Persistent Systems Ltd said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
No information- →Total Contract Value (TCV) for the quarter stood at USD 600.8 million.
- →Total Contract Value of new bookings for 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 came in at USD 2.4 billion.
- →Corresponding Annual Contract Value for the year was USD 1.8 billion.
- →Bookings include all renewals and new bookings across existing and new customers.
- →Revenue conversion is influenced by ACV bookings closed in previous quarters and multi-year deals booked previously.
- →Smaller sequential moderation in bookings this quarter aligns with normal seasonality due to peak renewals during December quarter.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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What Persistent Systems Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Persistent Systems Ltd Q1 FY27 results?
- Persistent Systems expects decent growth in the coming year, supported by ongoing capability building and close customer engagement despite macro uncertainties (Page 26). - Persistent Systems expects decent growth in the coming year, driven by investments in AI capabilities and close partnerships with leading AI and data platform companies (e.g., NVIDIA, OpenAI, Databricks).
What is Persistent Systems Ltd share price analysis?
Persistent Systems Ltd currently shows a below-average growth signal. The stock trades at a P/E of 38.4 with a market cap of ₹74,176. Investors should review the full earnings analysis for detailed insights.
Is Persistent Systems Ltd planning capital expenditure?
- Persistent Systems is investing in building and enhancing capabilities, particularly in AI.
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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.