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Updater Services Ltd — earnings calls

2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.

Q1 FY27 earnings call

Updater Services reported Q1 FY27 consolidated revenue of Rs 764 crore, up 9% year-on-year, with the IFM segment growing 11% to Rs 525 crore and the BSS segment growing 7% to Rs 253 crore. Consolidated EBITDA stood at Rs 42 crore with a margin of 5.5%, and consolidated PAT was Rs 30.3 crore for the quarter. Management also discussed the Board's approval of an interim dividend of Rs 1 per share and highlighted margin improvement in the Matrix business alongside continued investment in agentic AI capabilities across Denave and Athena.

Q4 FY26 earnings call

Updater Services reported FY26 revenue growth of about 7% year-on-year to Rs 2,960 crore, with the IFM segment growing 10% and BSS growing 1%. Management addressed a provisioning issue at its Avon subsidiary related to receivables from a logistics and freight brokerage business, taking a total provision of approximately Rs 23 crore over two quarters. Segment CEOs of Denave, Athena and Matrix now report directly to the Managing Director following an organizational simplification.