Hinduja Global Solutions Limited (HGS) Earnings Call Transcripts

Hinduja Global Solutions Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY 2026, Hinduja Global Solutions Limited (HGS) reported revenues of INR 1,085 crores, with total income of INR 1,255 crores and EBITDA of INR 197 crores, reflecting a margin of 15.7%. The company experienced modest revenue growth due to client ramp-downs but highlighted a strong pipeline with 79 new client acquisitions, indicating potential for future growth. Management maintained a cautious yet optimistic outlook for FY 2027, emphasizing disciplined execution and a focus on AI-led solutions, while announcing a final dividend of INR 5 per share, signaling confidence in future profitability.

Reported metrics

Guidance from management

Management expressed cautious optimism for FY 2027, indicating that they expect to see continued improvement in revenue visibility and operational efficiency, driven by new client acquisitions and AI-led solutions.

What management said

Thank you, Venk. Good afternoon, good evening, everyone, and welcome to the call. I hope everyone can hear me loud and clear in case my audio is not clear. Can I request someone to point it out, please? Otherwise, I'm assuming Tanuja or can you hear me, everyone?

Well, it complements on [indiscernible] our operations more efficiently. It allows us to move our existing operations, which are human-led with customers rated a reman led to actually show the our customers where the value is in moving them to be more [indiscernible] and where we can actually deploy conversation AI or knowledge and identify where inflection points are to drive value for the customers using AI. So it ...

What analysts pressed on

Analysts raised concerns about the ongoing losses in the media division, questioning the effectiveness of current strategies to mitigate these losses. There is apprehension regarding the timeline for recovery and profitability in this segment.

Main topics on the call

• New Client Acquisitions — HGS signed 79 new clients across BPM and digital services in FY 2026, marking the strongest year for new client signings. This expansion is expected to provide a broader revenue base for FY 2027 and beyond, as most growt...
• Margin Improvement — The company achieved a margin improvement of approximately 200 basis points, attributed to disciplined cost management and operational efficiencies. CEO Venkatesh Korla noted, "all the cost discipline actions are materia...
• AI-led Solutions Growth — HGS is focusing on expanding its AI-led solutions portfolio, with 21 AI assistants now in production, moving from pilot programs to real workflows. Management emphasized that clients are increasingly seeking integrated t...
• Project Ganga — The company signed an MOU for Project Ganga, a government-assisted initiative aimed at enhancing digital inclusion in rural areas. This project is expected to connect over 2 million households with high-speed broadband, ...

Read the full Hinduja Global Solutions Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Hinduja Global Solutions Limited earnings call transcripts on record, spanning February 10, 2020 to August 10, 2026. Based on this history, Hinduja Global Solutions Limited reports quarterly. The most recent call on file is dated August 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

HGS

Exchange

NSEI

Country

IN

Sector

Information Technology

Industry

IT Services

Calls on record

27

First call

February 10, 2020

Most recent

August 10, 2026

Reporting cadence

quarterly