Sagility Ltd — earnings calls

Sagility reported Q1 FY27 revenue of INR 19,635 million, up 27.6% year-on-year, with organic growth of 27.3% in INR terms and 14.9% in constant currency, aided by the CareSeed acquisition completed in June 2026. Adjusted EBITDA grew 27.9% year-on-year to INR 4,716 million with a 24% margin, while adjusted PAT rose 35.1% to INR 2,697 million. Management discussed the impact of statutory minimum wage increases in Karnataka and Telangana, new deal signings of $35.3 million steady state ACV, and reiterated full-year guidance for low double-digit organic constant currency growth and 24%-25% adjusted EBITDA margin.

At Sagility's Investor and Analyst Day, management described its healthcare BPO business model, growth in top-five and other clients, and its strategy of using Agentic AI and Generative AI across Managed Services, Synchrony platform-based offerings, and MLR reduction programs. Executives detailed specific client case studies showing revenue growth from cost-reduction and outcome-based contracts, and discussed technology capabilities including SmarTec agents, HealthBridge Connect, and Nurse Assist. Management addressed questions on competition, M&A plans, margins, headcount, and provider-side expansion, while emphasizing that AI is viewed as a growth enabler rather than a revenue disruptor.