Zensar Technologies Limited · NSE:ZENSARTECH

Zensar Technologies — Q4 FY26 Earnings Presentation

30 slides from Zensar Technologies's earnings presentation, Apr 24, 2026

  1. Slide 1: Exchange filing cover letter for press release and presentation

    April 24, 2026 BSE Limited National Stock Exchange of India Limited Corporate Service Department, Exchange Plaza, 3rd floor, 1st Floor, P. J. Towers, Plot No. C/1, ‘G’ block, Dalal Street, Bandra Kurla Complex, Bandra (E), Mumbai 400 001 Mumbai 400 051 Scrip Code: 504067 Symbol: ZENSARTECH Sub.: Pre

  2. Slide 2: Zensar registered 3.1% YoY revenue growth for full year FY26

    Zensar registered 3.1% YoY revenue growth in reported currency for full year FY26 Pune, India, April 24, 2026: Zensar Technologies, a leading Experience, Engineering and Engagement solutions company, announced its consolidated financial results for its fourth quarter, ending March 31, 2026, of the f

  3. Slide 3: CFO commentary, significant wins and awards in Q4FY26

    Pulkit Bhandari, CFO, Zensar, commenting on the Q4FY26 performance, said, “FY26 revenue stood at $643.7 million, delivering growth of 3.1%. Q4FY26 revenue was $158.4 million, with a sequential decline of 1.3% in reported currency terms. Profitability remained resilient for the quarter, with EBITDA a

  4. Slide 4: Awards and recognitions continued

     Zensar was awarded the Graham Bell Star Rating Award for its innovative Supply Chain Control Tower powered by Cognitive Intelligence, highlighting excellence in digital enablement and innovation  Zensar was named an Industry Mover following the Corporate Sustainability Assessment conducted by S&P

  5. Slide 5: About Zensar and RPG Enterprises

    About Zensar (www.zensar.com) We conceptualize, build, and manage digital products through experience design, data engineering, and advanced analytics for 170+ global clients. Our solutions leverage industry-leading platforms and help clients be competitive, agile, and disruptive as they navigate tr

  6. Slide 6: Zensar registered 3.1% YoY revenue growth for full year FY26

    Zensar registered 3.1% YoY revenue growth in reported currency for full year FY26 Pune, India, April 24, 2026: Zensar Technologies, a leading Experience, Engineering and Engagement solutions company, announced its consolidated financial results for its fourth quarter, ending March 31, 2026, of the f

  7. Slide 7: CFO commentary, significant wins and awards in Q4FY26

    Pulkit Bhandari, CFO, Zensar, commenting on the Q4FY26 performance, said, “FY26 revenue stood at $643.7 million, delivering growth of 3.1%. Q4FY26 revenue was $158.4 million, with a sequential decline of 1.3% in reported currency terms. Profitability remained resilient for the quarter, with EBITDA a

  8. Slide 8: Awards and recognitions continued

     Zensar secured its fifth consecutive Training APEX (Training MVP) Award, reaffirming its leadership in learning, capability building, and workforce transformation  Zensar achieved the IGBC Green Campus Certification, demonstrating its focus on sustainable infrastructure and environmentally respon

  9. Slide 9: Q4FY26 Revenue and Profitability snapshot

    Q4FY26 Revenue and Profitability snapshot: Q4FY26 Growth Particulars Q-o-Q Y-o-Y USD Mn INR Mn USD INR CC USD INR CC Revenue 158.4 14,504 -1.3% 1.4% -1.9% 1.0% 6.7% -1.5% EBITDA 25.5 2,357 -8.7% -5.7% 4.0% 10.9% EBIT 23.0 2,130 -10.3% -7.2% 5.7% 12.9% PAT 22.8 2,106 2.2% 5.4% 12.2% 19.4% Performance

  10. Slide 10: Income Statement (USD Mn)

    Income Statement (USD Mn) Income Statement (USD Mn) Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Operating revenue 156.8 160.5 158.4 624.5 643.7 Sequential Growth -0.1% -1.4% -1.3% Year-Over-Year Growth 5.8% 2.2% 1.0% 5.4% 3.1% Cost of revenue 109.3 106.4 106.8 439.0 438.2 Gross profit 47.5 54.1 51.7 185.

  11. Slide 11: Income Statement (INR Mn)

    Income Statement (INR Mn) Income Statement (INR Mn) Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Operating revenue 13,589 14,307 14,504 52,806 56,874 Sequential Growth 2.5% 0.7% 1.4% Year-Over-Year Growth 10.5% 7.9% 6.7% 7.7% 7.7% Cost of revenue 9,471 9,475 9,754 37,111 38,657 Gross profit 4,118 4,832 4,

  12. Slide 12: Other Metrics: Revenue by service offering, vertical, geography

    Other Metrics Other Metrics Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Revenue By Service Offering (as % of Revenue) Digital Application Services 79.3% 77.8% 76.8% 80.0% 77.8% Application Services 32.8% 31.0% 28.4% 33.6% 30.6% Enterprise Application (SaaS) 12.6% 11.6% 12.6% 12.3% 12.1% Products & Platfo

  13. Slide 13: Other Metrics: top clients, mix, headcount

    Other Metrics Q4 FY 25 Q3 FY 26 Q4 FY 26 FY 25 FY 26 Revenue from top clients Revenue- top 5 clients 27.6% 25.5% 24.3% 27.7% 26.0% Revenue- top 10 clients 40.8% 39.1% 38.0% 41.3% 39.4% Revenue- top 20 clients 55.8% 56.5% 56.0% 57.3% 56.2% Number of active clients 166 176 178 166 178 Onsite: Offshore

  14. Slide 14: About Zensar and RPG Enterprises

    About Zensar (www.zensar.com) We conceptualize, build, and manage digital products through experience design, data engineering, and advanced analytics for 170+ global clients. Our solutions leverage industry-leading platforms and help clients be competitive, agile, and disruptive as they navigate tr

  15. Slide 15: Analyst Presentation, Quarter ending March 31, 2026

    Analyst Presentation Quarter ending March 31, 2026 www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 1

  16. Slide 16: 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

  17. Slide 17: Q4FY26 snapshot

    Q4FY26 snapshot Total Revenue $158.4M PAT% 14.4% 50 bps QoQ Cash Balance $ 319.5M $ 2.9M QoQ 1.0% YoY Order book Attrition $401.8M 9.8% 122.9% QoQ 30 bps QoQ www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 3

  18. Slide 18: FY26 snapshot

    FY26 snapshot Total Revenue $643.7M PAT% 13.5% 120 bps YoY Cash Balance $ 319.5M $ 29.0M YoY 3.1% YoY Order book Attrition $912.7M 9.8% 17.8% YoY 10 bps YoY www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 4

  19. Slide 19: Vertical and Geography performance

    Vertical and Geography performance Vertical highlights Geography highlights BFSI TMT HLS MCS USA UK/EU South Africa 1.2% -3.8% -6.6% -3.9% -1.6% -2.2% -3.2% QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc QoQ cc 8.7% -16.9% -0.3% -4.9% -2.0% -1.7% 2.1% YoY cc YoY cc YoY cc YoY cc YoY cc YoY cc YoY cc 45.6

  20. Slide 20: Client and Revenue mix

    Client and Revenue mix 33 32 31 Q4FY25 Q3FY26 Q4FY26 14 15 15 Q3FY26 Q4FY26 Q4FY25 Client mix 6 6 6 Q4FY25 Q3FY26 Q4FY26 $20M+ $10M+ $5M+ Q4FY25 27.6% Q4FY25 40.8% Q4FY25 55.8% Revenue mix Q3FY26 25.5% Q3FY26 39.1% Q3FY26 56.5% (% of total revenue) Q4FY26 24.3% Q4FY26 38.0% Q4FY26 56.0% Top 5 Client

  21. Slide 21: Revenue and margin walk

    Revenue and margin walk Revenue walk (in $M) 160.5M 0.9M -1.1M 0.9M -1.6M -1.2M 158.4M Exchange TMT BFSI MCS HLS Q3FY26 Impact Q4FY26 EBITDA walk (in % of revenue) 17.4% 1.2% -0.3% -1.1% -1.1% 16.1% Exchange Volume & Leave Utilization Other Cost Q3FY26 impact Utilization Reversal Increase* Q4FY26 *O

  22. Slide 22: Win momentum: AI projects

    Win momentum : AI projects AI led software engineering transformation delivered Enterprise scale HR transformation enabled by an through an intelligent coding and QI assistant, integrated HR AI Copilot, delivering simplified enabling productivity and quality optimization for a people operations for

  23. Slide 23: Case studies: AI at Work: Enterprise-Scale Business Impact

    Case studies: AI at Work: Enterprise-Scale Business Impact GenAI-Powered Device Mapping Agent for Autonomous Supply Chain Risk Intelligence Enterprise AI Platform Enabling Scalable, Clinical Device Data Integration for a Global Semiconductor Leader Governed AI Adoption A healthcare analytics platfor

  24. Slide 24: Leadership structure

    Leadership structure Manish Tandon CEO and MD Parag Jain Vijayasimha Alilughatta Pulkit Bhandari Vivek Ranjan Kaushik Chatterjee EVP & Head - Manufacturing and Chief Operating Officer Chief Financial Officer Chief Human Resources Officer SVP & Head - Africa Consumer Services, and Growth Office Haris

  25. Slide 25: 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

  26. Slide 26: Zensar's stock price and shareholding pattern

    Zensar’s stock price and shareholding pattern Share Price Volume 25 900 20 825 Millions 750 15 INR 675 10 600 5 525 450 0 30-Mar-25 30-Apr-25 31-May-25 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 Shareholding Pattern Equity Share Information (a

  27. Slide 27: RPG Group Update

    RPG Group Update www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 13

  28. Slide 28: RPG Group key financials

    RPG Group key financials Revenue FY21-25 CAGR 13.0% Gross Total Income (Rs Cr.) EBITDA (Rs Cr.) PAT (Rs Cr.) 42,633 38,823 35,456 29,207 26,160 3,009 4,064 4,213 2,520 2,642 2,004 1,379 966 863 1,815 FY21 FY22 FY23 FY24 FY25 www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 14

  29. Slide 29: RPG Group key financials

    RPG Group key financials Net Worth (Rs Cr.) ROE ROCE 16000 15,077 40.0% 14000 12,742 35.0% 12000 11,113 30.0% 10,364 9,677 10000 25.0% 8000 14.1% 13.2% 14.1% 20.0% 14.2% 14.2% 13.3% 6000 9.3% 15.0% 13.5% 7.8% 4000 11.0% 10.7% 10.0% 13.5% 13.3% 12.1% 2000 8.6% 9.5% 5.0% 0 0.0% FY21 FY22 FY23 FY24 FY2

  30. Slide 30: Thank You

    Thank You www.zensar.com www.zensar.com | © Zensar Technologies 2026 | Page 16

Zensar Technologies — Q4 FY26 Earnings Presentation on 6ix