Datamatics Global Services Ltd

Gartner MQ recognition

• Datamatics recognised as a Niche Player in Gartner MQ 2026 for F&A BPO.
• Fifth consecutive year of Gartner MQ recognition.
• FINATO powers F&A BPO with AI, automation, analytics.
• Position described as preferred partner for CFOs seeking AI-powered autonomous finance.
• Announcement dated 25 August 2026; Mumbai.

AGM details

• AGM on Friday, September 18, 2026 at 11:30 IST via VC/OAVM.
• Record date for dividend eligibility is September 11, 2026.

Dividend

• Final dividend for FY 2025-26 is recommended; amount per share not disclosed.
• Dividend, if approved, will be paid after TDS.
• For Demat shares, payout to beneficial owners as at Sep 11, 2026.

Documentation

• Annual Report FY 2025-26 and AGM notice will be sent electronically.

Meeting Details

• Date and time: Aug 24, 2026, 12:30 pm–1:30 pm.
• Meeting type/mode: one-on-one, in person.
• Event/Conference: Bajaj Life Insurance investor conference.
• Key company participants: President, Chief Legal Officer & Company Secretary.
• Purpose: discuss industry/company developments already in public domain.

Dividend tax treatment

• Board recommended final dividend of Rs 5 per equity share for FY2026, subject to AGM approval.
• Dividend payable to shareholders on record date as per Companies Act and LODR.
• Dividend taxed in shareholder hands under ITA 2025; TDS deducted at payment.
• Resident individuals: no TDS on total dividend up to Rs 10,000 in TY 2026-27.
• TDS rates for residents: 10% with valid PAN; 20% if PAN not updated; lower rate with certificate.
• Non-residents: 20% for FIIs/FPIs; 30% for certain NR categories; NIL for sovereign wealth funds under Schedule V.
• AIF Category III (IFSC) non-residents: 10% TDS.
• Tax treaty benefits require documentation; company may apply treaty rates only with complete documents.
• Deadline for submitting declarations: September 11, 2026; late documents may not affect TDS rate.
• Company will issue TDS certificate by email; credit available in Form 168.

Financial Performance

• Q1 FY27 revenue INR 513.9 crores, up 9.9% YoY.
• EBITDA INR 101.1 crores; YoY +33.1%; margin 19.7%.
• EBIT INR 78.4 crores; +39% YoY; EBIT margin 15.3%.
• PAT after NCI INR 72.3 crores; +43.5% YoY; PAT margin 13.6%.
• Salary increments rolled out April 2026; impact accounted in quarter.
• Net cash and investments (net of debt) INR 710.2 crores as of 30 Jun 2026.
• Billed DSO 60 days as of June 2026.
• Education & Publishing 29%, Technology & Consulting 20%, BFSI 19%, Manufacturing & Logistics 11%, Retail 9%, Not-for-profit & Government 8%, Others 4%.
• Top 5/10/20 client concentration 30% / 41% / 54%.

Segment Update

• Digital Operations revenue INR 296.8 crores; +16.1% YoY; EBIT margin 19.3%.
• Digital Technologies revenue INR 153.1 crores; +6.1% YoY; EBIT margin 8.9%.
• Digital Experiences revenue INR 64 crores; -5.3% YoY; EBIT margin 11.7%.
• TNQTech integration completed; Digital Operations benefited.
• Digital Content space growth approximately 12–14%.

Guidance and Outlook

• Guidance: high single-digit revenue growth this year.
• Three-year target: INR 3,000 crores; current around INR 2,000 crores.
• EBITDA margins target around 19–20%; about 0.5% uplift expected this year.
• R&D spend around INR 40–50 crores annually; maintained this year.
• Inorganic options being explored; dialogue with some companies; no mature reports yet.
• AI components embedded across projects; pure AI segment reporting unlikely.

Q&A Highlights

• R&D spend guidance: maintain at the same level this year.
• TNQTech payout INR 200 crores this quarter; cash balance around 710 crores as of last quarter.
• TNQTech fully integrated; Digital Content space growth noted; overall AI-led deals ~60% of Won this year.
• Forecast 3-year revenue path to ~INR 3,000 crores; margins near 19–20%.
• Customer spending trends: no major shifts; AI-led automation growing; some smaller tenure projects.
• Purposed shift to shorter-duration AI-enabled projects; average deal size rising though not all annuity.

Meeting Details

• Date/time: August 13, 2026, 12:30–1:30 pm; one-on-one in-person.
• Investor conference: Avendus Spark Capital.

Participants

• Key company participants: President; Chief Legal Officer & Company Secretary.

Purpose

• Purpose: discuss industry and company developments already in public domain.

Meeting Details

• Date and time: August 12, 2026, 2:30 p.m.–3:30 p.m.
• Type/Mode: One-to-one, in-person
• Organizer: ULJK Financial Services investor conference
• Purpose: Discuss industry and company developments already in the public domain
• Location: In person at the company's registered office
• Key participants: Management

Meeting Details

• Date: August 06, 2026; Time: 05:00 P.M. IST.
• Type: group earnings call; Mode: audio recording.
• Event/organiser: Analyst / Investors' Earnings Call.
• Key company participants: management roles not disclosed.
• Purpose: discuss unaudited standalone and consolidated results for quarter ended June 30, 2026.
• Recording: audio recording available on company website.