Sagility Q2 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹20,897 Cr
- P/E
- 20.33
- ROE
- 10.58%
- PEG
- 0.24
- Price to sales
- 2.75
- Debt to equity
- 0.11
- 52W high / low
- ₹54.6 / ₹36.4
- EBITDA margin
- 24.27%
- Net profit margin
- 13.23%
- Promoter holding
- 50.95%
- Sales (last year)
- ₹7,617 Cr
Incorporated in July 2021, Sagility India Limited (formerly Berkmeer India Pvt. Ltd) provides healthcare-focused technology-enabled solutions and services primarily to U.S.-based clients in the payer and provider segments.[1]
Guidance scorecard · Q2 FY27 call
What Sagility Ltd's management guided
and where it ranks in IT - Services
IT - Services
RevenueQ2 FY27 call
10–20%- Sagility expects continued low double-digit organic revenue growth in constant currency for FY '27 despite slightly lower AEP and open enrolment volumes compared to last year.
- The acquisition of Chirok (~$13 million trailing 12 months revenue) enhances Sagility's mid-revenue cycle capabilities, creating an end-to-end RCM offering, expected to accelerate growth in the provider segment.
- Provider segment, currently ~10% of revenues, is targeted for accelerated growth through cross-selling opportunities and a dedicated provider go-to-market team.
- Cross-selling between Sagility and Chirok clients and combined capabilities can increase deal sizes and revenue potential.
2 more points from Sagility Ltd's call on revenue
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MarginsQ2 FY27 call
FlatSee what Sagility Ltd said on margins — free account, 30 seconds.
CapexQ2 FY27 call
Planned- The company continues to invest in growth, technology, AI, and domain-led initiatives as part of its strategic priorities.
- Cash flow performance shows healthy generation, providing flexibility to fund growth and acquisitions.
- There is a disciplined approach to capital allocation balancing investments and returns to shareholders.
- Acquisition-related investments include the recent Chirok Health acquisition to augment provider segment capabilities.
- The net cash position and strong balance sheet provide capacity to fund strategic priorities while retaining flexibility for selective opportunities.
2 more points from Sagility Ltd's call on capex
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FundraisingQ2 FY27 call
See what Sagility Ltd said on fundraising — free account, 30 seconds.
Order bookQ2 FY27 call
- Sagility reported strong revenue growth in Q2 FY27, with robust client additions and an active client base of 105 groups.
- The acquisition of Chirok, with $13 million trailing 12-month revenue and over 115% net revenue retention, is expected to accelerate growth in the provider segment.
- The company is preparing for an expected increase in activity during AEP and open enrollment (critical seasons for payer clients), indicating an active pipeline for the near term.
- Sagility aims for low double-digit organic revenue growth in constant currency for FY27, showing confidence in continuing order momentum.
Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Services companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹28,129 Cr | 107.9 | |
| 2 | 40%+ | Flat | ₹1,612 Cr | 37.6 | |
| 3 | 40%+ | Flat | ₹1,534 Cr | 131.2 | |
| 4 | 40%+ | Flat | ₹571 Cr | 24.8 | |
| 5 | 40%+ | Flat | ₹378 Cr | 26.9 | |
| 6 | 40%+ | Flat | ₹84 Cr | 8.3 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Services rankingSagility Ltd announcements
All announcements →- Acquisition / mergerNotableSagility Limited acquires Chirok Health to expand provider-focused services
Financials of Sagility Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Shareholder Pattern
Sagility Ltd
Shareholding breakup across reporting periods.
| Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|
| Promoters + | 82.39% | 82.39% | 67.38% | 67.38% | 50.95% | 50.95% | 50.95% | 50.95% |
| FIIs + | 3.77% | 3.39% | 5.99% | 5.59% | 10.25% | 10.02% | 9.99% | 10.38% |
| DIIs + | 7.25% | 7.47% | 14.07% | 14.87% | 21.36% | 22.28% | 21.42% | 22.59% |
| Public + | 6.59% | 6.75% | 12.57% | 12.15% | 17.44% | 16.75% | 17.65% | 16.07% |
| No. of Shareholders | 2,97,400 | 3,20,185 | 4,01,291 | 4,61,015 | 5,06,344 | 5,24,120 | 5,38,679 | 5,22,991 |
Financials of Sagility Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 1,094 | 1,260 | 1,283 | 1,223 | 1,325 | 1,453 | 1,568 | 1,539 | 1,658 | 1,971 | 2,024 | 1,963 | 2,032 |
| Expenses + | 860 | 1,000 | 976 | 1,029 | 1,024 | 1,061 | 1,195 | 1,193 | 1,243 | 1,460 | 1,540 | 1,525 | 1,520 |
| Operating Profit | 234 | 260 | 307 | 194 | 301 | 392 | 373 | 346 | 415 | 511 | 485 | 438 | 512 |
| OPM % | 21% | 21% | 24% | 16% | 23% | 27% | 24% | 22% | 25% | 26% | 24% | 22% | 25% |
| Other Income + | 29 | 6 | 5 | 24 | 15 | 44 | 10 | 10 | 58 | -24 | 25 | -1 | 13 |
| Interest | 48 | 47 | 43 | 37 | 30 | 30 | 30 | 27 | 25 | 25 | 22 | 22 | 19 |
| Depreciation | 171 | 176 | 176 | 110 | 126 | 116 | 114 | 118 | 122 | 124 | 124 | 128 | 132 |
| Profit before tax | 43 | 44 | 93 | 71 | 160 | 290 | 239 | 210 | 327 | 339 | 363 | 287 | 374 |
| Tax % | 19% | -62% | 14% | 69% | 27% | 25% | 24% | 29% | 23% | 21% | 29% | 25% | 24% |
| Net Profit + | 35 | 71 | 80 | 22 | 117 | 217 | 183 | 149 | 251 | 268 | 258 | 217 | 284 |
| EPS in Rs | 0.18 | 0.37 | 0.19 | 0.05 | 0.25 | 0.46 | 0.39 | 0.32 | 0.54 | 0.57 | 0.55 | 0.46 | 0.61 |
Financials of Sagility Ltd
Profit & Loss
Annual income statement trend
| Mar 2022 8m | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|
| Sales + | 923 | 4,218 | 4,754 | 5,570 | 7,193 | 7,991 |
| Expenses + | 730 | 3,179 | 3,665 | 4,263 | 5,428 | 6,045 |
| Operating Profit | 193 | 1,039 | 1,088 | 1,307 | 1,765 | 1,946 |
| OPM % | 21% | 25% | 23% | 23% | 25% | 24% |
| Other Income + | 18 | 5 | 28 | 47 | 61 | 12 |
| Interest | 65 | 215 | 185 | 127 | 99 | 87 |
| Depreciation | 147 | 644 | 689 | 467 | 487 | 508 |
| Profit before tax | -2 | 186 | 242 | 760 | 1,239 | 1,363 |
| Tax % | 152% | 23% | 6% | 29% | 25% | |
| Net Profit + | -5 | 144 | 228 | 539 | 925 | 1,026 |
| EPS in Rs | -0.02 | 0.75 | 0.53 | 1.15 | 1.98 | 2.19 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 8% |
Financials of Sagility Ltd
Balance Sheet
Capital structure and asset base
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | Sep 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 1,919 | 1,919 | 4,285 | 4,679 | 4,679 | 4,679 |
| Reserves | 2,108 | 4,288 | 2,158 | 3,657 | 4,980 | 5,549 |
| Borrowings + | 4,788 | 2,896 | 2,532 | 1,402 | 1,111 | 902 |
| Other Liabilities + | 1,271 | 1,427 | 1,554 | 1,179 | 1,680 | 1,728 |
| Total Liabilities | 10,085 | 10,529 | 10,529 | 10,917 | 12,450 | 12,858 |
| Fixed Assets + | 8,621 | 8,607 | 8,667 | 8,997 | 9,352 | 9,526 |
| CWIP | 5 | 0 | 6 | 0 | 43 | 4 |
| Investments | 0 | 0 | 0 | 0 | 336 | 399 |
| Other Assets + | 1,459 | 1,922 | 1,856 | 1,920 | 2,719 | 2,929 |
| Total Assets | 10,085 | 10,529 | 10,529 | 10,917 | 12,450 | 12,858 |
Financials of Sagility Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Cash from Operating Activity + | -32 | 857 | 973 | 1,214 | 1,203 |
| Cash from Investing Activity + | -7,711 | -101 | -463 | -958 | -687 |
| Cash from Financing Activity + | 8,116 | -545 | -751 | -256 | -501 |
| Net Cash Flow | 374 | 211 | -241 | -0 | 14 |
| Free Cash Flow | -39 | 716 | 791 | 1,092 | 1,011 |
| CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit | -12% | 99% | 101% | 106% | 89% |
Financials of Sagility Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|
| Debtor Days | 366 | 92 | 91 | 83 | 93 |
| Inventory Days | |||||
| Days Payable | |||||
| Cash Conversion Cycle | 366 | 92 | 91 | 83 | 93 |
| Working Capital Days | 58 | 13 | -6 | 25 | 7 |
| ROCE % | 5% | 5% | 10% | 13% |
Guidance history
How Sagility Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q2 FY27 call → | 10–20% | Flat | Planned | — | — |
| Q1 FY27 call → | 10–20% | Flat | Planned | — | — |
| Q4 FY26 call → | 10–20% | Flat | Planned | — | — |
| Q4 FY26 call → | 10–20% | Flat | Planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
55 out of 100 — Steady
Over the past year its share price has moved roughly in the middle of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −12.2% | 46% |
| Last 6 months | +7.0% | 63% |
| Last 3 months | −2.9% | 59% |
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Sagility Ltd: 0.4 × 46 + 0.4 × 63 + 0.2 × 59 = 55.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
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