This article first appeared on GuruFocus .
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Q4 Revenue:INR1,085 crores.
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Q4 Total Income:INR1,255 crores.
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Q4 EBITDA:INR197 crores with a margin of 15.7%.
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Full Year Revenue from Operations:INR4,307 crores.
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Full Year Total Income:INR4,857 crores.
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Full Year EBITDA:INR649 crores with a margin of 13.4%.
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Dividend:Final dividend of INR5 per equity share recommended.
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New Client Acquisitions:79 new clients signed in FY26.
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Net Promoter Score (NPS):Improved to 60, up 12 points in the year.
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Net Treasury and Cash Surplus:INR5,346 crores.
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Revenue Composition by Source:55% from core CX and BPM, 45% from digital and media services.
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Revenue Composition by Vertical:Tech, media, and telecom contribute 50%.
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Revenue Composition by Geography:38% from India, 28% from North America.
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Revenue Composition by Delivery:42% delivery from India.
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Warning! GuruFocus has detected 4 Warning Signs with BOM:532859.
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Release Date: June 05, 2026
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
Positive Points
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Hinduja Global Solutions Ltd ( BOM:532859 ) achieved a 200 basis points improvement in margins through cost rationalization across real estate, technology, and infrastructure.
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The company signed 79 new clients in FY26, marking its strongest year for new client acquisitions, which broadens the base for future revenue growth.
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Hinduja Global Solutions Ltd ( BOM:532859 ) is expanding its AI-led solutions portfolio, with offerings like AM Lens and Loan Flow, which are gaining traction in the market.
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The company reported a significant improvement in Net Promoter Score (NPS), now at 60, indicating higher client satisfaction and potential for business expansion.
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Hinduja Global Solutions Ltd ( BOM:532859 ) announced a final dividend of INR5 per equity share, reflecting confidence in its financial performance and future outlook.
Negative Points
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The media and communication division reported steep losses, with INR50 crores in the last quarter and INR175 crores for the full year, despite positive initiatives.
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Revenue growth was modest due to client ramp downs, indicating challenges in maintaining consistent growth.
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The company faces ongoing macroeconomic uncertainties and client caution, which could impact near-term performance.
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The linear television business is facing significant headwinds, impacting overall performance despite cost optimization efforts.
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Hinduja Global Solutions Ltd ( BOM:532859 ) reported a negative EPS of 34.52, reflecting financial challenges that need to be addressed.
Q & A Highlights
Q: Can you explain the core use cases of DaVinci and how it complements other AI options? A: DaVinci is a platform that centralizes data from customer interactions into a Data Lake, allowing for insights extraction, automation identification, and providing a 360-degree customer view. It complements operations by identifying where AI can deliver value, enhancing efficiency and effectiveness. - Venkatesh Korla, Global Chief Executive Officer
Q: Are there plans for similar AI deployments in other public sector agencies? A: Yes, we are working with multiple agencies in the UK, Canada, and starting in the U.S. to improve efficiencies in various public sector operations, not limited to healthcare. - Venkatesh Korla, Global Chief Executive Officer
Q: How does the company plan to manage CapEx while declaring dividends? A: Improved performance and profitability allow us to declare dividends while maintaining sufficient cash assets for CapEx. We aim to share value with shareholders while ensuring funds for transformation. - Venkatesh Korla, Global Chief Executive Officer
Q: What steps are being taken to mitigate losses in the media and communication division? A: We are optimizing costs and increasing revenue through initiatives like CelerityX and Project Ganga. These efforts aim to counteract the challenges faced by the linear television business. - Vynsley Fernandes, Whole-Time Director and CEO of NXTDIGITAL Media Businesses
Q: What is the status of the income tax case related to the merger of NXT Digital? A: The case is currently sub judice, with an appeal filed in the Bombay High Court. The next hearing is scheduled for June 12. - Mahesh Kumar Nutalapati, Global Chief Financial Officer
For the complete transcript of the earnings call, please refer to the full earnings call transcript .
