Digitide Solutions Ltd · NSE:DIGITIDE
Digitide Solutions — Q4 FY26 Earnings Presentation
46 slides from Digitide Solutions's earnings presentation, May 19, 2026
Slide 1: Submission of Investors' Presentation to stock exchanges
May 19, 2026 Listing Department, Listing Department, BSE Ltd., National Stock Exchange of India Phiroze Jeejeebhoy Towers, Limited, Dalal Street, “Exchange Plaza”, Mumbai-400 001 Bandra - Kurla Complex, Bandra (East), Scrip Code: 544413 Mumbai-400 051 Symbol: DIGITIDE Dear Sir/Madam, Sub: Submission
Slide 2: Digitide Solutions Ltd Q4'FY26 Investor Presentation
Digitide Solutions Ltd Q4’FY26 Investor Presentation May 2026
Slide 3: Safe Harbor and Disclaimer
Safe Harbor and Disclaimer This presentation has been prepared by Digitide Solutions Limited (“Company") solely for information purposes without any regard to any specific objectives, financial situations or informational needs of any particular person. This presentation may not be copied, distribut
Slide 4: Executive Summary
Executive Summary Digitide Solutions is at a pivotal inflection point, transitioning from a domestic BPM provider to a premier international AI-led Tech & Digital (T&D) platform. Driven by our 3x3x3 strategy, we are on track to become a $1B value creator by FY31 while maintaining a discipline that t
Slide 5: Why Digitide is an attractive investment opportunity?
Why Digitide is an attractive investment opportunity? Transitioning from a domestic BPM provider to a higher-margin premier international AI-led Tech & Digital (T&D) platform. Driven by our 3x3x3 strategy, on track to become a $1B value creator by FY31 while maintaining a capital allocation discipli
Slide 6: Table of Contents
Table of Contents I Who We Are II Where we Play? Industry Attractiveness III Why Digitide? Right to Win IV Our Performance: Q4 & FY26 V A New Way Forward 5
Slide 7: Who We Are
Who We Are 6
Slide 8: Digitide at a Glance: An AI-First T&D and BPM Platform
Digitide at a Glance: An AI-First Tech & Digital (T&D) and BPM Platform ₹3,080 Cr 300+ ~54K FY26 revenue Customers Employees 40+ 70% 20+ Global locations Revenue is Annuity Proprietary AI based platforms 20+ 71.3 7th time Technology Partners Best in Class NPS Great Place to Work® 7
Slide 9: Promoters
Promoters Digitide has a proven history of transforming businesses, backed by long-term promoters Ajit Isaac 57.4% Chairman and Non Executive Director Shareholding Our Companies (Digitide holds 73.39% stake) Digitide Solutions Limited Alldigi tech BPM/BPaaS and Tech & Digital Services International
Slide 10: Driving Trusted, AI-First Digital, IT & BPM Transformation
Driving Trusted, AI-First Digital, IT & BPM Transformation AI-First Digital Transformation Partner Tech and Digital Services BPM Intelligent Customer Experience Enhanced Employee Experience (HRO) Front End UI/UX Development Portal and Content Management Digital Target and Acquire Statutory Complianc
Slide 11: Where we Play? Industry Attractiveness
Where we Play? Industry Attractiveness 10
Slide 12: Where We Play: Prioritizing Highly-Attractive sectors
Where We Play: Prioritizing Highly-Attractive sectors… We are prioritizing verticals based on Priority verticals market attractiveness and Digitide’s exposure Market CAGR High attractiveness, high Digitide’s Size ($B) 2024-27 exposure High Banking and $120-130B 8-9% Insurance Financial services HC (
Slide 13: Service lines with high growth potential
… and service lines with high growth potential We are prioritizing verticals based on Priority verticals market attractiveness and Digitide’s exposure Market CAGR High attractiveness, high Digitide’s Size ($B) 2024-27 exposure High Digital engineering ERP services App services $150-160B 7-8% (ERP im
Slide 14: Why Digitide? Right to Win
Why Digitide? Right to Win 13 13
Slide 15: Our Right to win
Our Right to win Data-Tech-AI – Innovation Catalyst India BPM – Scale Engine US BPM – Precision Partner Pulse.ai: The Agentic Engine for Unmatched Scale Meets AI-First Execution Domain-Deep, Right-Shoring Precision Enterprise Complexity The "Why”: 53,000+ workforce combined with The "Why": Moving up
Slide 16: Having the Right Foundations for Sustainable Growth
Having the Right Foundations for Sustainable Growth Key Partnerships Advanced Tier Microsoft Solutions Partner Google Cloud Partner Services Partner (CSP) for Data & AI (Service Partner) ...... 20+ partners 20+ proprietary accelerators; 6 added post demerger AI Capabilities Nikki SmartPay PulseColle
Slide 17: Global Delivery with Strong India–North America Backbone
Global Delivery with Strong India–North America Backbone 40+ locations spread across 5 countries North America: 9+ locations across 2 Asia Pacific: 30+ locations countries across 3 countries Bridgewater Ottawa Calgary Delhi Langford Indore Kolkata Toronto Hyderabad Dubai Montreal Mississauga Hoboken
Slide 18: Differentiated delivery model in India with access to Tier-2/3 talent
Differentiated delivery model in India with access to Tier-2/3 talent …provides superior talent access, cost efficiency, and low Deep presence in Tier-2/3 cities… attrition — enabling best-in-class delivery Superior talent access: Extensive networks Mohali ensure rapid onboarding of skilled professi
Slide 19: What enterprises now expect from AI-enabled delivery & operations
What enterprises now expect from AI-enabled delivery & operations From… To… Isolated AI Tools AI-enabled operating model AI must be embedded across software delivery, services, and operations — not deployed as disconnected copilots or dashboards Function-level Optimization End-to-end Outcomes Enterp
Slide 20: AI is Already Generating Measurable Business Returns
AI is Already Generating Measurable Business Returns — Not a Future Promise 2.2 Mn interactions 3 Mn interactions Q-Buddy, 18,000+ AI-based Virtual Digital on Voice BOTs on Chat BOTs agents Sales Office 20+ Partner Ecosystem Workers for Business • 80% containment • 85% • 15-points NPS uplift, • 0.75
Slide 21: Driving AI-Led Transformation Across Core Industries
Driving AI-Led Transformation Across Core Industries Banking & Financial Services Insurance Healthcare 1. Revenue & CX (Drive growth and deepen relationships) 1. Core Operations 1. Core Operations ▪ Intelligent customer engagement ▪ Underwriting automation & Risk Scoring ▪ Claims processing & coding
Slide 22: Partner-of-choice for some of the biggest companies in the world
We are the partner-of-choice for some of the biggest companies in the world World's #1 soft drink manufacturer 4 of The Top 10 USA Commercial Insurers' targeted marketing campaign driven by tech cybersecurity and infra services provided by us solutions developed by us World's #1 retailer USA's 9th l
Slide 23: Our Performance: Q4 & FY26
Our Performance: Q4 & FY26 22
Slide 24: Q4 FY26: Revenue up 9.2% YoY, T&D up 27.2% YoY
Q4 FY26: Revenue up 9.2% YoY, T&D up 27.2% YoY, OCF at 165% of EBITDA Financials Business Technology ▪ Revenue growth of 9.2% YoY and ▪ Total Contract Value (TCV) ▪ Became the Tricentis pioneer 2.5% QoQ booking of ₹620 Cr in Q4 and Partner for North America ₹2,355 Cr for FY26 ▪ 27.2% YoY growth in T
Slide 25: Q4FY26: Delivering on Strategic Promise in the past four quarters
Q4FY26: Delivering on Strategic Promise in the past four quarters Q4FY25 Q4FY26 Revenue ₹733 Cr ₹800 Cr 9.2% Share of T&D Business 26.7% 31.1% 440 bps Share of International Business 35.7% 38.1% 238 bps Client Concentration: Top 30 Clients 60% 59% 100 bps Total Contract Value ₹568 Cr ₹620 Cr 9% Reve
Slide 26: FY26: A Year of Execution, Mix Expansion and Scalable Growth
FY26: A Year of Execution, Mix Expansion and Scalable Growth FY25* FY26 Revenue ₹2,875 Cr ₹3,080 Cr 7.1% Share of T&D Business 26.8% 29.6% 280 bps Share of International Business 35.5% 37.3% 180 bps Client Concentration: Top 30 Clients 60% 58% 200 bps Revenue per FTE ~₹524K ~₹584K 11.4% Note: *FY25
Slide 27: Revenue up 2.5% QoQ and 9.2% YoY; EBITDA stable
Revenue up 2.5% QoQ and 9.2% YoY; EBITDA stable at ₹88 Cr with 11.0% margin Financials In ₹ Cr Q4 FY25 Q3 FY26 Q4 FY26 QoQ YoY Revenue 733 780 800 2.5% 9.2% EBITDA 82 88 88 0.4% 6.9% EBITDA % 11.2% 11.2% 11.0% -23bps -24bps Adj PAT* 28 24 11 -53.1% -60.8% Adj PAT % 3.9% 3.0% 1.4% -165bps -249bps PAT
Slide 28: Q4 FY26: Tech & Digital grew by 27.2% YoY
Q4 FY26: Tech & Digital grew by 27.2% YoY and 5.8% QoQ Tech & Digital share has risen to 32% and International Segment Overview business to 38% in Q4 FY26 By geography Q4 FY25 Q3 FY26 Q4 FY26 QoQ YoY Revenue ₹ Cr Mix ₹ Cr Mix ₹ Cr Mix 496 (61.9%) 304 (38.1%) BPM 537 73% 545 70% 551 69% 1.1% 2.6% Dom
Slide 29: Q4FY26: Stronger topline momentum and healthy cash conversion
Q4FY26: Stronger topline momentum and healthy cash conversion 89 14.0% Revenue EBITDA & EBITDA Margin 79 EBIT & EBIT Margin 69 9.0% 11.2% 11.2% 11.1% 11.2% 11.0% 59 4.6% 5.0% 4.5% 4.9% 49 2.7% 4.0% 39 0.4% 800 29 780 764 82 83 85 88 88 19 38 -1.0% 33 37 35 733 736 22 9 -1 -6.0% Q4'FY25 Q1'FY26 Q2'FY
Slide 30: Continued improvement in Revenue mix
Continued improvement in Revenue mix with T&D share rising by 90bps Q-o-Q in Q4FY26 Revenue Mix by Segment Revenue Mix by Geography 26.7% 26.8% 29.9% 30.2% 31.1% 35.7% 36.5% 37.2% 37.4% 38.1% 73.3% 73.2% 70.1% 69.8% 68.9% 64.3% 63.5% 62.8% 62.6% 61.9% Q4'FY25 Q1'FY26 Q2'FY26 Q3'FY26 Q4'FY26 Q4'FY25
Slide 31: Healthy Sales Momentum with ₹620 Cr TCV Bookings
Healthy Sales Momentum with ₹620 Cr TCV Bookings and 29 New Logos in Q4 FY26 Total Contract Value (TCV) Number of key new logos won 662 35 34 620 568 550 29 523 27 24 Q4'FY25 Q1'FY26 Q2'FY26 Q3'FY26 Q4'FY26 Q4'FY25 Q1'FY26 Q2'FY26 Q3'FY26 Q4'FY26 Note: All figures are in ₹ Cr unless stated
Slide 32: Robust Balance Sheet as Net Cash Position Strengthens
Robust Balance Sheet as Net Cash Position Strengthens to ₹182 Cr in Q4FY26 Net Cash Net Debt to Equity Ratio Q4'FY25 Q1'FY26 Q2'FY26 Q3'FY26 Q4'FY26 0.00x -0.05x 203 -0.10x 182 -0.12x -0.13x 133 125 -0.14x 113 -0.15x -0.20x -0.20x Q4'FY25 Q1'FY26 Q2'FY26 Q3'FY26 Q4'FY26 -0.22x -0.25x Credit Rating (
Slide 33: The New Way Forward
The New Way Forward 32
Slide 34: Well-defined 3x3x3 strategy
Well-defined 3x3x3 strategy 3x 3x 3x Growth Verticals Service lines ▪ From ~$342M* to $1B Domestic International ▪ Digital and AI Engineering revenue ▪ BFSI ▪ BFSI ▪ Data, Analytics and AI ▪ Grow 2x faster than market ▪ FGT ▪ FGT ▪ BPM & BPaaS ▪ 200-300 bps improvement in EBITDA margin ▪ Manufacturi
Slide 35: Blueprint for Scalable and Profitable Growth
Blueprint for Scalable and Profitable Growth Blueprint Scorecard Leadership Strong leadership with a combined experience of 250+ years, steered by a diverse board Talent and culture Clearly defined talent strategy to bolster a performance-driven culture Future-ready organizational structure, investm
Slide 36: High-performing leadership with deep industry expertise
High-performing leadership with deep industry expertise in place Gurmeet Chahal Saket Bhatnagar Ruchi Ahluwalia Vinod Pahlawat Suraj Prasad CEO International Head and Chief CHRO India Head CFO Revenue Officer 25+ years of expertise in digital 22+ years expertise in diverse HR 35+ years of expertise
Slide 37: Governance and Board Depth Supporting Long-Term Value
Governance and Board Depth Supporting Long-Term Value Gopalakrishnan Ajit Isaac Revathy Ashok Anish Thurthi Soundarajan Chairman and Non- Non-Executive Independent Non-Executive Director Non-Executive Director Executive Director Director Founder of Quess Corp; brings 30+ years in 30+ years of experi
Slide 38: Talent, Culture, and AI-Led Workforce Transformation
Talent, Culture, and AI-Led Workforce Transformation AI-powered recruitment EVP Talent End to end AI-led hiring with 10% OCEAN framework: Opportunities; Culture reduction in time-to-hire Champion; Entrepreneurial; Agile; Nurturing AI-led retention Performance AI-powered "Chief Listening Culture of o
Slide 39: We are going all-in on AI
We are going all-in on AI Digitide's AI Centre of Excellence: Pulse.AI Pulse. Pulse. Pulse. Pulse. Pulse. Banking.AI Insurance.AI Healthcare.AI Fast Growth Tech.AI Manufacturing.AI Pulse.AI for Intelligent Customer Experience Enhanced Employee Experience processes Pulse.AI for AI-powered Adaptive Te
Slide 40: Revenue Target of $1B supported by inorganic growth of $200Mn
Revenue Target of $1B supported by inorganic growth of $200Mn Revenue ($M) 950 – 1000 190 -210 Inorganic 650 – 680 110 -120 345 - 355 International 367 255 - 265 317 342 122 137 112 205 221 230 … 285 - 295 … 415 -435 Domestic FY24A FY25A FY26A FY29P FY31P 2-3 acquisitions planned between FY27 and FY
Slide 41: The Transformation is Underway: From Domestic BPM to International AI-Led T&D
The Transformation is Underway: From Domestic BPM to International AI-Led Tech & Digital Vision Be the responsible transformation partner that Aspiration To become a $1B customers trust AI-led value creator by FY31 From domestic BPM-focused… …to international tech & digital-focused $342M 12% $1,000M
Slide 42: Financial Statements
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Slide 43: Income Statement
Income Statement Particulars ( in ₹ Cr) Q4 FY25 Q3 FY26 Q4 FY26 QoQ YoY FY25* FY26 YoY Revenue from operations 733 780 800 2.5% 9.2% 2,875 3,080 7.1% Employee benefits expense 535 575 591 2,053 2,271 Other expenses 116 117 121 421 466 EBITDA 82 88 88 0.4% 6.9% 401 343 -14.4% EBITDA Margin % 11.2% 11
Slide 44: Balance Sheet
Balance Sheet As on 31st Mar Particulars ( in ₹ Cr) As on 30th Sep 25 As on 31st Mar 26 25 Assets PPE, CWIP and Other intangibles 219 223 230 Right-of-use assets 261 342 427 Goodwill 213 217 224 Other non-current assets 134 141 158 Non-current assets 826 922 1,039 Trade receivables and Unbilled 555
Slide 45: Cash Flows
Cash Flows 10th Feb’24 to Particulars (In ₹ Cr) As on 30th Sep 25 As on 31st Mar 26 31st Mar 25 Cash flows from operating activities Profit after tax 138 13 6 Non-cash expenses / (income) 341 168 312 Changes in operating assets and liabilities (68) (114) 18 Cash generated from operations 411 66 336
Slide 46: Thankyou
Thankyou For any queries, please contact: Rajesh Lachhani Head of M&A & IR E: Rajesh.Lachhani@Digitide.com E: Investorrelations@digitide.com Apurva Pandey Deputy Manager - M&A & IR E: Apurva.Pandey@Digitide.com 45