SIS
SIS Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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The short version
SIS Limited expects a positive impact on revenue from labor reforms due to higher minimum wages leading to increased billing rates, as they can pass through wage hikes to customers. Minimum wage hikes and labor reforms will lead to higher statutory compliance, increasing price and revenue for SIS, given their 3 lakh+ workforce.
From SIS's Q2 FY26 earnings-call transcript · updated 26 Aug 2026.
Revenue & Sales Performance
- SIS Limited expects a positive impact on revenue from labor reforms due to higher minimum wages leading to increased billing rates, as they can pass through wage hikes to customers.
- With over 3 lakh employees, even a Rs. 1,000 increase in minimum wage translates into significant revenue growth.
- The company's pricing model charges a service fee as a percentage of total costs; thus, wage increases directly boost revenue and margins.
- Labor reforms are expected to trigger organic consolidation, benefiting organized players like SIS with increased market share.
- SIS's addressable market has substantial headroom for growth, not yet near saturation.
- The shift from unorganized to organized players due to compliance will potentially increase volumes and scale for SIS.
2 more points from SIS's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
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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
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SIS — Quarterly revenue & net profit
SIS Q2 FY26 results — key figures
| ₹ Cr | Q2 FY26 | Q2 FY25 | YoY | Q1 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 3,759 | 3,269 | +15% | 3,548 | +5.9% |
| Operating profit (EBITDA) | 168 | 145 | +15.9% | 152 | +10.5% |
| Operating margin | 4.5% | 4.4% | +0.1 pp | 4.3% | +0.2 pp |
| Profit before tax | 104 | 76 | +36.8% | 96 | +8.3% |
| Net profit (PAT) | 81 | 69 | +17.4% | 93 | -12.9% |
| EPS (₹) | 5.73 | 4.77 | +20.1% | 6.60 | -13.2% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹4.8K Cr, net profit ₹111 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What SIS's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were SIS Q2 FY26 results?
SIS Limited expects a positive impact on revenue from labor reforms due to higher minimum wages leading to increased billing rates, as they can pass through wage hikes to customers. Minimum wage hikes and labor reforms will lead to higher statutory compliance, increasing price and revenue for SIS, given their 3 lakh+ workforce.
What is SIS share price analysis?
SIS currently shows a neutral. The stock trades at a P/E of 14.7 with a market cap of ₹5,904 Cr. Investors should review the full earnings analysis for detailed insights.
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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.