Sagility Limited has announced the release of the transcript for an Investors Call held on January 28, 2026. The call was conducted to discuss the company's unaudited financial results for the quarter ended December 31, 2025. The management, including Ramesh Gopalan (Managing Director & Group CEO) and Abhishek Kayan (Deputy Chief Financial Officer), provided opening remarks highlighting strong momentum in Q3 FY26, driven by performance in Payer and Provider segments. The Annual Election Period (AEP) or Open Enrollment (OE) season for payer clients was noted as being broadly ahead of expectations, with strong traction in Medicare Advantage programs. The acquisition of BroadPath is expected to increase OE seasonal revenues to 4.5% of annual revenues, potentially reaching 5.5% for FY26 due to favorable conditions. Looking ahead, Sagility's long-term strategy focuses on expanding into white spaces within existing accounts, building large transformation-led managed services, and accelerating expansion into mid and small market segments. The company reported consolidated revenues of ₹19,712 million ($222 million) for Q3 FY26, a year-on-year growth of 35.7% in INR and 29.1% in constant currency. Adjusted EBITDA stood at ₹5,125 million ($57.7 million), a 24.2% year-on-year growth, with an Adjusted EBITDA margin of 26%. Adjusted PAT increased by 23% year-on-year to ₹3,229 million. For the nine months of FY26, revenues reached ₹51,686 million ($591.8 million), with a year-on-year growth of 29.2% in INR. Nine-month Adjusted EBITDA was ₹13,164 million, up 25.3%, and Adjusted PAT stood at ₹8,236 million, up 44.3%. The company won business from 22 existing clients and added three new clients in Q3, with an aggregate annual contract value (ACV) of $30.5 million. Sagility also received recognitions, including Avasant's RadarView citation and Great Places to Work recognition. Regarding market developments, changes in CMS regulations for Medicare Advantage and the ACA market were discussed. The company reiterated its guidance for FY26 constant currency revenue growth to 22.5%, with an Adjusted EBITDA margin of 25%. A one-time impact of ₹328 million due to a new labor code in India was also reported as an exceptional item. The company expects its debt to be fully repaid by FY27.
