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Transcript of the Q2 FY27 Earnings Call

Intimation of Newspaper Publication

Audio Recording of the Q2 FY27 Earnings Call

Audio Recording of the Q2 FY27 Earnings Call

Healthcare Services company Indegene announced Q2FY27 results Consolidated Financial Highlights: Revenue from Operations: For Q2FY2, it stood at Rs 11,223 million, growing by 5.57% QoQ from Rs 10,631 million and growing by 39.55% YoY from Rs 8,042 million; for H1FY27, it reached Rs 21,854 million, registering a 39.64% YoY increase compared to Rs 15,650 million. Total Income: For Q2FY27, it stood at Rs 11,373 million, expanding by 4.14% QoQ from Rs 10,921 million and rising by 38.04% YoY from Rs 8,239 million; for H1FY27, it reached Rs 22,294 million, showcasing a 38.75% YoY expansion over Rs 16,068 million. Profit Before Tax (PBT): For Q2FY27, it stood at Rs 1,474 million, dropping by 3.47% QoQ from Rs 1,527 million but achieving a 10.74% YoY increase from Rs 1,331 million; for H1FY27, it reached Rs 3,001 million, which marks a 5.22% YoY rise compared to Rs 2,852 million. Profit After Tax (PAT): For Q2FY27, it stood at Rs 1,123 million, decreasing by 3.36% QoQ from Rs 1,162 million but increasing by 9.99% YoY from Rs 1,021 million; for H1FY27, it reached Rs 2,285 million, showing a 4.58% YoY growth compared to Rs 2,185 million. Earnings Per Share (EPS): For Q2FY27, it stood at Rs 4.67, representing a 3.51% QoQ reduction from Rs 4.84 but expanding by 9.62% YoY from Rs 4.26; for H1FY27, it reached Rs 9.50, documenting a 4.17% YoY increase over Rs 9.12. Standalone Financial Highlights: Revenue from Operations: For Q2FY27, it stood at Rs 3,685 million, reflecting an 8.16% QoQ rise from Rs 3,407 million and a 20.15% YoY growth over Rs 3,067 million; for H1FY27, it reached Rs 7,092 million, showcasing a 26.12% YoY shift from Rs 5,623 million. Total Income: For Q2FY27, it stood at Rs 3,915 million, gaining 4.51% QoQ from Rs 3,746 million and rising by 20.76% YoY from Rs 3,242 million; for H1FY27, it reached Rs 7,661 million, indicating a 25.20% YoY advancement from Rs 6,119 million. Profit Before Tax (PBT): For Q2FY27, it stood at Rs 783 million, displaying a minor contraction of 2.13% QoQ against Rs 800 million but growing by 1.03% YoY over Rs 775 million; for H1FY27, it reached Rs 1,583 million, establishing a 15.29% YoY rise compared to Rs 1,373 million. Profit After Tax (PAT): For Q2FY27, it stood at Rs 582 million, a decline of 2.84% QoQ from Rs 599 million and a decline of 2.84% YoY from Rs 599 million; for H1FY27, it reached Rs 1,181 million, achieving a 12.48% YoY expansion over Rs 1,050 million. Earnings Per Share (EPS): For Q2FY27, it stood at Rs 2.42, decreasing by 2.81% QoQ from Rs 2.49 and turning down by 3.20% YoY from Rs 2.50; for H1FY27 reached Rs 4.91, indicating a 12.10% YoY increase compared to Rs 4.38. Business Highlights & Segment Performance: Enterprise Commercial Solutions Segment: Achieved a segment revenue of Rs 8,002 million in Q2FY27 compared to Rs 7,502 million in Q1FY27, yielding segment results of Rs 1,302 million for Q2FY27. Enterprise Medical Solutions Segment: Generated a segment revenue of Rs 2,753 million in Q2FY27 compared to Rs 2,736 million in Q1FY27, posting segment results of Rs 626 million for Q2FY27. Acquisition Milestones: PPA finalization for the acquisition of Cake Group (Cake Kommunikations Holdings GmbH) was concluded during H1FY27 at a final aggregate transaction purchase consideration of Rs 873 million. Corporate Amalgamations: Wholly owned step-down subsidiaries Indegene Healthcare Germany GmbH and Trilogy Writing & Consulting GmbH entered into a statutory merger by absorption, completed effective April 01, 2026. Manish Gupta, Chairman & CEO, Indegene, said: “Extending our strong start to FY27, Q2 revenue grew 5.6% sequentially in INR, our fifth successive quarter above 5%. Growth was broad-based, driven by expansion across our top 5 and top 20 accounts and an increase in the number of USD 1 million+ clients to 59. We recorded significant deal wins in GenAI-enabled transformation and upstream engagements.” “With a healthy pipeline, sustained deal momentum and favourable industry tailwinds, we expect growth and margin expansion to come together in the second half.” Suhas Prabhu, CFO, Indegene, said: “Despite the annual wage increase that takes effect in our second quarter, EBITDA margin remained stable at 16.7%, a marked improvement on historical Q2 margin trends. Profit after tax grew 10% YoY to Rs 1,123 million.” “With the wage increase now fully reflected in our cost base, we expect EBITDA to grow faster than revenue in the coming quarters. In addition, higher yields on our investments and lower amortization should help PAT margin expand faster than EBITDA margin.” Result PDF