Zensar Technologies Limited · NSE:ZENSARTECH

Zensar Technologies — Q1 FY27 Earnings Presentation

15 slides from Zensar Technologies's earnings presentation, Jun 30, 2026

  1. Slide 1: Analyst Presentation

    Analyst Presentation Quarter ending June 30, 2026 www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 1

  2. Slide 2: Safe Harbor

    Safe Harbor Certain statements in this release concerning our future prospects are forward-looking statements which involve a number of underlying identified/non identified risks and uncertainties that could cause actual results to differ materially. This release and other statements – written and o

  3. Slide 3: Q1FY27 snapshot

    Q1FY27 snapshot Total Revenue $159.5M PAT% 12.2% 220 bps QoQ Cash Balance $ 317.5M $ 2.0M QoQ 1.1% QoQ cc 2.0% YoY cc Order book Attrition $149.2M 9.6% 62.9% QoQ 20 bps QoQ www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 3

  4. Slide 4: Vertical and Geography performance

    Vertical and Geography performance Vertical highlights Geography highlights BFSI TMT HLS MCS USA UK & EU South Africa 8.3% -9.1% -3.8% -2.3% 2.5% -1.4% -1.4% QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc 14.7% -28.0% -8.7% -3.4% -3.7% 3.0% -0.8% YoY cc YoY cc YoY cc YoY cc YoY cc YoY cc YoY cc 48

  5. Slide 5: Client and Revenue mix

    Client and Revenue mix 32 32 32 Q1FY26 Q4FY26 Q1FY27 19 16 15 Q1FY27 Q1FY26 Q4FY26 Client mix 6 6 6 Q1FY26 Q4FY26 Q1FY27 $20M+ $10M+ $5M+ Q1FY26 27.2% Q1FY26 41.4% Q1FY26 57.6% Revenue mix Q4FY26 24.3% Q4FY26 38.0% Q4FY26 56.0% (% of total revenue) Q1FY27 24.7% Q1FY27 38.9% Q1FY27 56.6% Top 5 Client

  6. Slide 6: Revenue and margin walk

    Revenue and margin walk Revenue walk (in $M) 6.0M -1.0M -0.6M 158.4M -0.7M -2.6M 159.5M Exchange TMT BFSI MCS HLS Q4FY26 Impact Q1FY27 EBITDA walk (in % of revenue) 16.1% 0.7% -2.0% -1.5% 1.3% 14.6% Exchange Large Deal Other Direct Reversal of impact Impact Cost* Management Bonus Q4FY26 Q1FY27 *Othe

  7. Slide 7: Win momentum : AI projects

    Win momentum : AI projects Enterprise AI adoption acceleration through Grants lifecycle modernization through a cloud-native, ZenseAI HR roadmap expansion and AI-native AI-assisted grants management platform powered by SAP modernization for one of the largest fashion ZenseAI accelerators for a leadi

  8. Slide 8: Case studies: Enterprise-Scale Business Impact

    Case studies: Enterprise-Scale Business Impact AI-Driven Supply Chain Exception Management AI-Driven Citrix DaaS Command Center Enabling Enterprise Marketing Factory Driving for a Global Semiconductor Leader Autonomous Digital Workplace Operations Personalized Partner Engagement at Global Scale A le

  9. Slide 9: Leadership structure

    Leadership structure Manish Tandon CEO and MD Vijayasimha Alilughatta Pulkit Bhandari Vivek Ranjan Parag Jain Nachiketa Mitra Harish Lala Chief Operating Officer Chief Financial Officer Chief Human Resources Officer Head - Consumer Services, Head - Banking and Financial Head – Telecom and and Market

  10. Slide 10: ESG goals

    ESG goals Environment Social Governance Carbon emissions: Zensar commits to reach Happiness: Sustain Happiness Index Score Governance & compliance: Average Net-zero greenhouse gas emissions across the at 82 or more 95% or higher Code of Conduct training value chain by FY45 as per targets approved by

  11. Slide 11: Zensar's stock price and shareholding pattern

    Zensar’s stock price and shareholding pattern Share Price Volume 1,000 10 800 8 Millions 600 6 INR 400 4 200 2 0 0 30-Jun-25 31-Jul-25 31-Aug-25 30-Sep-25 31-Oct-25 30-Nov-25 31-Dec-25 31-Jan-26 28-Feb-26 31-Mar-26 30-Apr-26 31-May-26 30-Jun-26 Shareholding Pattern Equity Share Information (as of Ju

  12. Slide 12: RPG Group Update

    RPG Group Update www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 12

  13. Slide 13: RPG Group key financials

    RPG Group key financials Revenue FY22-26 CAGR 12.9% Gross Total Income (Rs Cr.) EBITDA (Rs Cr.) PAT (Rs Cr.) 47,410 42,633 38,823 35,456 29,207 5,011 4,064 4,213 2,520 2,642 2,004 2,331 966 863 1,815 FY22 FY23 FY24 FY25 FY26 www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 13

  14. Slide 14: RPG Group key financials

    RPG Group key financials Net Worth (Rs Cr.) ROE ROCE 20000 40.0% 18000 17,391 35.0% 16000 15,077 30.0% 14000 12,742 12000 11,113 25.0% 10,364 10000 14.1% 14.1% 20.0% 13.2% 14.2% 13.3% 13.4% 8000 15.0% 6000 9.3% 11.0% 7.8% 13.5% 10.7% 13.3% 10.0% 4000 12.1% 11.2% 8.6% 9.5% 5.0% 2000 0 0.0% FY22 FY23

  15. Slide 15: Thank You

    Thank You www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 15

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