Zensar Q2 FY26: 4.2% Revenue Growth, Launches ZenseAI Platform
31 Oct 2025
Datamatics Q2 FY26 financial results analysis showing strong growth despite stock correction
Close Price ₹ 934
as on 31 Oct 2025
Down by -4.39%
Market Cap
₹ 5,529 Cr.
High / Low
₹ 1,120 / 515
Stock P/E
27.1
Book Value
₹ 231
Dividend Yield
0.54 %
ROCE
15.0 %
ROE
12.5 %
Face Value
₹ 5.00
EPS
₹ 39.3
Debt to Equity
0.14
Financial Performance Overview
October 30, 2025, Mumbai: Datamatics Global Services Ltd, a global Digital Technologies, Operations, and Experiences company, announced its standalone and consolidated financial results for the second quarter ended September 30, 2025. The company reported strong growth across all key metrics despite stock market correction.
Q2 FY26 Financial Highlights (₹ in Crore)
| Particulars | Q2FY26 | Q2FY25 | YoY % | Q1FY26 | QoQ % |
|---|---|---|---|---|---|
| Revenue from Operations | 490.2 | 406.8 | 20.5% | 467.6 | 4.8% |
| EBITDA | 88.8 | 48.8 | 82.2% | 75.9 | 17.0% |
| EBITDA Margin % | 18.1% | 12.0% | +613 bps | 16.2% | +188 bps |
| PAT (After NCI) | 63.2 | 42.4 | 49.3% | 50.4 | 25.5% |
| PAT Margin % | 12.5% | 10.1% | +243 bps | 10.5% | +200 bps |
| EPS (Diluted) (₹) | 10.70 | 7.18 | 49.1% | 8.52 | 25.5% |
H1 FY26 Financial Highlights (₹ in Crore)
| Particulars | H1FY26 | H1FY25 | YoY % |
|---|---|---|---|
| Revenue from Operations | 957.8 | 800.7 | 19.6% |
| EBITDA | 164.8 | 100.2 | 64.5% |
| EBITDA Margin % | 17.2% | 12.5% | +469 bps |
| PAT (After NCI) | 113.6 | 85.9 | 32.3% |
| PAT Margin % | 11.5% | 10.4% | +116 bps |
| EPS (Diluted) (₹) | 19.22 | 14.54 | 32.2% |
Management Commentary
CEO Statement - Rahul Kanodia
MD & CEO Statement - Sameer Kanodia (Lumina Datamatics)
"As we step into Q3 FY26, we continue to build on a strong foundation of innovation, customer-centricity, and operational excellence. Our focus remains on empowering global publishers and retailers with intelligent solutions that drive measurable impact. The accelerating adoption of digital transformation and AI-driven workflows opens new avenues for growth, efficiency, and collaboration."
"We are confident that our sustained investments in talent & technology will continue to strengthen our performance and create long-term value for all stakeholders."
Key Operational Highlights & Client Wins
Significant Q2 FY26 Achievements
Balance Sheet Strength & Market Position
Financial Position & Market Recognition
Net Cash & Investments
₹509.4 Cr
DSO (Days)
55
Google Cloud Partner
Recognized
🎯 Analyst Recognition & Awards
📉 Stock Market Reaction
Despite reporting strong quarterly results with 25.5% QoQ PAT growth and 20.5% YoY revenue growth, Datamatics stock corrected 4% in market trading. This could be attributed to profit booking after recent gains, broader market sentiment affecting midcap IT stocks, or market expectations being already priced in. The correction presents a potential opportunity for investors considering the company's strong fundamentals and consistent performance.
Investment Perspective: Datamatics continues to demonstrate strong operational performance with improving margins and robust client acquisitions. The company's focus on digital technologies, AI-driven solutions, and cost optimization positions it well for sustained growth. While short-term stock movements may not always reflect fundamental performance, the company's consistent delivery and strong balance sheet provide a solid foundation for long-term value creation.
"We have continued our growth momentum from the previous quarter to Q2FY26, reporting a consolidated revenue of ₹490.2 crore, an increase of 4.8% QoQ. EBITDA stood at ₹88.8 crore, reflecting a substantial growth of 17% QoQ with EBITDA margin at 18.1%, driven by improved operational efficiencies and continued cost-optimization efforts. We remain focused on sustaining the momentum through H2 of FY26."
"Our continued focus on operational efficiency, financial discipline, and prudent cost management has resulted in a healthy improvement in profit margins. This has been one of our best quarters for Digital Technologies business with double-digit margins, contributing positively to overall profitability."