SIS Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 5 Aug 2026 | Other Consumer Services | Market Cap: ₹6.1K Cr
SIS does not provide explicit guidance but shares long-term growth perspectives. FY'26 is considered a rebound year with ~20% revenue growth; excluding acquisitions, growth remains ~15%+ (Page 15).
From SIS Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹418
Market Cap
₹6.1K Cr
P/E Ratio
15.2
How does SIS Ltd rank in Other Consumer Services?
Compare SIS Ltd against every Other Consumer Services company this quarter on revenue, margins and earnings-call signals.
SIS Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.5K Cr, net profit ₹102 Cr.
Full financials →📊 Revenue & Sales Performance
- →SIS does not provide explicit guidance but shares long-term growth perspectives.
- →India Security segment expected to grow around 11%-12%, roughly 1.5x GDP growth.
- →Facility Management (FM) segment projected to grow at 12.5%-15%, given its smaller base and larger addressable market.
- →International market growth forecast is around 7.5% sustainable annually.
- →Overall consolidated revenue growth anticipated around 12%.
- →Historical growth trends show a CAGR of approximately 14.8% revenue growth over the last 8 years.
- →FY'26 is seen as a rebound year with close to 20% growth (15% excluding acquisition).
- →SIS continues to focus on organic growth and integration efficiencies from acquisitions.
- →Labour reforms are expected to act as a structural tailwind enhancing growth opportunities.
📈 Profitability & Margins
- →FY'26 is considered a rebound year with ~20% revenue growth; excluding acquisitions, growth remains ~15%+ (Page 15).
- →Profit after tax (PAT) run rate is about INR 100 crores for the quarter, translating to ~INR 400 crores annualized (Page 15).
- →Earnings Per Share (EPS) for the quarter is INR 7; annualized EPS ~INR 30, marking a significant bounce back (Page 15).
- →Return ratios improving from ~12% previously to 15%-17% range (Page 15).
- →Sustainable growth rates by segment:
- → - India Security: ~11-12% growth (about 1.5x GDP growth) (Page 14).
- → - Facility Management: 12.5%-15% growth (Page 14).
- → - International business: ~7.5% growth sustainable long term (Page 14).
- →Overall consolidated growth estimated at ~12% (Page 14).
- →Margins are improving targeting pre-COVID levels with upward direction beyond FY’26 (Page 11).
🏗️ Capital Expenditure Plans
- →SIS Limited is deploying capex at customer sites as part of providing solutions, which involves equipment or infrastructure investments at client locations (Page 12).
- →There is incremental depreciation recognized due to the consolidation of APS acquisition and associated intangible assets, reflecting prior capex and amortization linked to acquisitions (Page 12).
- →The company remains focused on organic growth rather than making acquisitions every year; acquisitions are made for strategic reasons when the opportunity arises (Page 10).
- →There is no explicit mention of large-scale future capex or strategic investment plans in the near term, but the company notes that labor reforms and industry consolidation may create acquisition opportunities (Pages 8, 10).
- →The company intends to fund acquisitions and internal growth capital requirements comfortably while also continuing shareholder returns, indicating available financial capacity for future investments (Page 6).
💰 Fundraising & Capital Structure
- →SIS Limited does not explicitly mention any ongoing or planned fundraising through debt or equity in the disclosed pages.
- →The company has been using internal cash generation to fund acquisitions and growth.
- →There is mention of debt assumed on account of the APS acquisition consolidation affecting finance costs, indicating use of debt for this acquisition.
- →The company generates significant free cash flow and returns cash to shareholders via buybacks and dividends.
- →They indicate sufficient cash is expected to be available for acquisitions and growth capital requirements.
- →Overall, the company prioritizes organic growth and strategic acquisitions funded through internal accruals rather than frequent fundraising.
- →Any additional debt taken appears linked to specific acquisitions rather than broad capital raising plans.
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were SIS Ltd Q3 FY26 results?
SIS does not provide explicit guidance but shares long-term growth perspectives. FY'26 is considered a rebound year with ~20% revenue growth; excluding acquisitions, growth remains ~15%+ (Page 15).
What is SIS Ltd share price analysis?
SIS Ltd currently shows a neutral. The stock trades at a P/E of 15.2 with a market cap of ₹6,084 Cr. Investors should review the full earnings analysis for detailed insights.
Is SIS Ltd planning capital expenditure?
SIS Limited is deploying capex at customer sites as part of providing solutions, which involves equipment or infrastructure investments at client locations (Page 12).
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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.