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DATAMATICS - Datamatics Glob.

📊 NSE: DATAMATICS 🏢 Computers - Software - Medium / Small 📅 Last Updated: 12/13/2025 21:22

📢 Recent Corporate Announcements

Datamatics to Meet Institutional Investors at Bharat Connect Conference on March 11, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 06 Mar 2026, 05:18 PM

Datamatics Global Services Limited has scheduled a virtual one-on-one meeting with institutional investors and analysts on March 11, 2026. The meeting is part of the 'Bharat Connect Conference: Rising Stars' organized by Arihant Capital. The management will discuss industry and company-specific developments that are already in the public domain. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during this interaction.

Meeting scheduled for March 11, 2026, between 02:00 pm and 03:00 pm IST
Participation in the Bharat Connect Conference: Rising Stars hosted by Arihant Capital
The interaction will be a virtual one-on-one session with institutional investors
Discussions will focus on publicly available company and industry developments
No unpublished price sensitive information (UPSI) is proposed to be shared

💡 Investors should monitor for any post-event investor presentations or transcripts that may provide additional clarity on the company's growth outlook. This is a routine engagement and does not require immediate portfolio changes.

Datamatics Credit Rating Reaffirmed at [ICRA]A+ (Stable) and [ICRA]A1+ for Rs 180 Crore Limits

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 04 Mar 2026, 04:01 PM

ICRA Limited has reaffirmed the credit ratings for Datamatics Global Services Limited's bank facilities totaling Rs. 180.00 crore. The long-term rating is maintained at [ICRA]A+ with a Stable outlook, while the short-term rating is reaffirmed at [ICRA]A1+. This reaffirmation indicates a consistent credit profile and stable financial health for the company across its various banking facilities. The rated limits are distributed among major lenders including ICICI Bank, HDFC Bank, Citibank, and Kotak Mahindra Bank.

Long-term rating reaffirmed at [ICRA]A+ with a Stable outlook
Short-term rating reaffirmed at the highest level of [ICRA]A1+
Total bank facilities rated by ICRA amount to Rs. 180.00 crore
Facilities include fund-based and non-fund based limits across four major banks
ICICI Bank holds the largest share of the rated limits at Rs. 70.00 crore

💡 The reaffirmation of ratings suggests financial stability; investors should maintain their current positions as there is no change in the company's credit risk profile.

Sameer Kanodia Wins CEO of the Year Award for Second Consecutive Year

🟢 POSITIVE ⭐ 3/10

MANAGEMENT 📅 20 Feb 2026, 03:01 PM

Sameer Kanodia, MD & CEO of Lumina Datamatics (a wholly-owned subsidiary of Datamatics Global Services), has been conferred the 'CEO of the Year' award for the second consecutive year. The recognition was part of the 23rd Business Leader of the Year program, which evaluates leadership on business competence and economic contribution. Lumina Datamatics is a key business unit for the group, serving 9 of the top 10 global publishers and 3 of the top 5 retailers. This leadership recognition follows the subsidiary's 'Great Place to Work' certification achieved for the third year in a row in December 2025.

Sameer Kanodia wins CEO of the Year for the 2nd consecutive year at the 23rd Business Leader of the Year awards.
Lumina Datamatics serves 9 of the 10 largest global publishers and 3 of the 5 largest marketplaces.
The subsidiary received the 'Great Place to Work' award for the 3rd consecutive year in December 2025.
The award recognizes leadership excellence, business growth, and sustained impact across the organization.

💡 This award highlights strong leadership and cultural stability within a key business unit, which is a positive qualitative indicator. Investors should maintain their positions while focusing on upcoming quarterly earnings for quantitative growth signals.

Datamatics to Attend Systematix India Annual Conference on February 9, 2026

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 04 Feb 2026, 06:12 PM

Datamatics Global Services Limited has announced its participation in the 'MANTHAN - Systematix India Annual Conference' scheduled for February 09, 2026, in Mumbai. The management will engage in one-on-one and group meetings with institutional investors and analysts from 10:00 am to 01:00 pm. The discussions will center on industry trends and company developments that are already available in the public domain. The company has explicitly stated that no unpublished price sensitive information (UPSI) will be shared during these interactions.

Meeting scheduled for February 09, 2026, from 10:00 am to 01:00 pm IST.
Participation in the MANTHAN - Systematix India Annual Conference held in Mumbai.
Format includes both one-on-one and group interactions with institutional investors.
Focus on industry-specific developments and public domain information only.
Disclosure made under Regulation 30(6) of SEBI LODR Regulations, 2015.

💡 Investors should monitor for any presentation materials or transcripts released after the conference for qualitative insights into the company's strategy. No immediate trading action is required as this is a routine investor engagement.

Datamatics Q3 FY26 Revenue Up 19.9% YoY to ₹510.1 Cr; EBITDA Margins Expand to 18.9%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 04 Feb 2026, 05:58 PM

Datamatics reported a strong operational performance in Q3 FY26 with revenue growing 19.9% YoY to ₹510.1 crores and EBITDA surging 76.4% YoY to ₹96.2 crores. However, reported PAT fell 42.5% QoQ to ₹36.4 crores due to a one-time exceptional charge of ₹40.3 crores related to new labor code liabilities. Operationally, the company achieved its best-ever EBITDA margin of 18.9%, driven by efficiency and cost optimization. Management remains optimistic about the pipeline and is aggressively democratizing AI through a partnership with Google Gemini.

Revenue grew 19.9% YoY to ₹510.1 crores, marking one of the company's best quarters.
EBITDA margins expanded significantly by 604 bps YoY to reach 18.9%.
One-time exceptional hit of ₹40.3 crores due to new labor codes impacted net profit.
Net cash and investments remained strong at ₹540.2 crores as of December 2025.
Strategic AI focus initiated with 200 employees certified on Google Gemini Enterprise.

💡 Investors should look past the one-time regulatory hit to PAT and focus on the robust 18.9% EBITDA margins and double-digit revenue growth. The company's strong cash position and AI-first strategy position it well for long-term value creation.

Datamatics Receives Income Tax Order for AY 2023-24 Over Transfer Pricing Adjustments

🔵 WATCH ⭐ 4/10

LEGAL 📅 31 Jan 2026, 01:40 PM

Datamatics Global Services has received an order from the Income Tax Department under Section 144C(1) for Assessment Year 2023-24. The order proposes additions related to transfer pricing adjustments for international transactions to determine arm's length pricing. The company intends to file an appeal before the appellate authority, asserting that it has strong legal and factual grounds to contest the order. Management currently states there is no material impact on the company's financial or operational activities.

Order received under Section 144C(1) of the Income Tax Act, 1961 for AY 2023-24.
Proposed additions concern transfer pricing adjustments for international transactions.
Company plans to exercise its right to file an appeal before the appellate authority.
Management believes there is no material impact on financials or operations at this stage.
The order was received by the company on January 30, 2026.

💡 Investors should monitor future disclosures for the specific monetary value of the tax demand and the progress of the appeal. While tax disputes are common for IT firms, any significant final liability could impact future earnings.

Datamatics Releases Q3 FY26 Earnings Call Audio Recording

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 29 Jan 2026, 07:13 PM

Datamatics Global Services has officially released the audio recording of its earnings call held on January 29, 2026. The call focused on the company's unaudited standalone and consolidated financial results for the third quarter and nine months ending December 31, 2025. This disclosure is a standard regulatory requirement under SEBI Listing Obligations and Disclosure Requirements. Investors can access the recording on the company's investor relations website to understand management's perspective on recent performance.

Earnings call conducted on January 29, 2026, at 5:00 PM IST.
Discussion covered financial results for the quarter and nine months ended December 31, 2025.
Recording link is available on the company's official website under Investor Relations.
Compliance maintained under Regulation 30 and 46 of SEBI LODR Regulations.

💡 Investors should listen to the recording to gain insights into management's outlook on growth and operational margins. This is a routine compliance filing and does not require immediate action.

Datamatics Q3FY26 Revenue Up 19.9% YoY to ₹510.1 Cr; EBITDA Margins Expand to 18.9%

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 06:39 PM

Datamatics reported a strong operational performance for Q3FY26, with revenue growing 19.9% YoY to ₹510.1 crore. EBITDA surged 76.4% YoY to ₹96.2 crore, driven by significant margin expansion to 18.9% compared to 12.8% in the same quarter last year. However, reported PAT fell 51% YoY to ₹36.4 crore due to a one-time exceptional impact of ₹40.3 crore related to changes in labor codes. Excluding this non-recurring item, the underlying business shows robust growth and maintains a healthy net cash position of ₹540 crore.

Revenue from operations increased by 19.9% YoY and 4.1% QoQ to reach ₹510.1 crore.
EBITDA margins expanded by 604 bps YoY to 18.9%, reflecting improved operational efficiency.
PBT before exceptional items grew by 54.2% YoY to ₹82.2 crore.
Reported PAT of ₹36.4 crore was significantly impacted by a ₹40.3 crore one-time labor code provision.
Company added 5 new clients during the quarter and maintains a strong net cash balance of ₹540 crore.

💡 Investors should focus on the strong operational growth and margin expansion rather than the headline PAT decline, which was caused by a one-time accounting provision. The company's focus on AI-powered products and its debt-free status continue to provide a positive long-term outlook.

Datamatics Q3FY26 Revenue up 19.9% to ₹510.1 Cr; EBITDA surges 76.4% YoY

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 06:36 PM

Datamatics delivered a strong operational performance in Q3FY26, with revenue growing 19.9% YoY to ₹510.1 crores and EBITDA margins expanding by 604 bps to 18.9%. While reported PAT fell 51% YoY to ₹36.4 crores, this was primarily due to a one-time exceptional charge of ₹40.3 crores related to labor code changes. Excluding this non-recurring item, PBT grew by 54.2% YoY, indicating robust underlying profitability. The company maintains a healthy balance sheet with net cash and investments of ₹540.2 crores.

Revenue from operations grew 19.9% YoY to ₹510.1 crores and 4.1% on a QoQ basis.
EBITDA surged 76.4% YoY to ₹96.2 crores, with margins improving significantly to 18.9%.
One-time exceptional impact of ₹40.3 crores due to labor code changes reduced reported PAT to ₹36.4 crores.
Net Cash and Investments stood at ₹540.2 crores, providing significant liquidity for future growth.
Strong deal momentum in AI-driven Finance & Accounting and hyperautomation across global markets.

💡 Investors should focus on the strong operational EBITDA growth and margin expansion rather than the headline PAT decline, which was caused by a one-time accounting charge. The company's successful pivot to AI-led services and healthy cash position make it a strong watch in the mid-cap IT space.

Datamatics Q3 Revenue Grows 19.9% YoY to ₹510 Cr; PAT Impacted by ₹40 Cr Exceptional Item

🔵 WATCH ⭐ 8/10

EARNINGS 📅 28 Jan 2026, 05:59 PM

Datamatics Global Services reported a consolidated revenue of ₹510.10 crore for Q3 FY26, marking a 19.9% growth year-on-year. However, Net Profit saw a sharp decline to ₹36.34 crore compared to ₹74.61 crore in the previous year's quarter, primarily due to a one-time exceptional charge of ₹40.25 crore related to the implementation of new Labour Codes. Operationally, the Digital Operations segment showed strong growth, contributing over 53% of total revenue. While the bottom line was hit by regulatory provisions, the top-line growth remains robust.

Consolidated Revenue from Operations increased 19.9% YoY to ₹510.10 crore.
Net Profit fell 51.3% YoY to ₹36.34 crore due to a ₹40.25 crore exceptional provision for gratuity and leave encashment under new Labour Codes.
Digital Operations segment revenue grew significantly to ₹273.82 crore from ₹177.98 crore YoY.
Profit Before Tax (PBT) stood at ₹41.91 crore, down from ₹88.12 crore in Q3 FY25.
Basic EPS for the quarter decreased to ₹6.16 from ₹12.58 in the corresponding quarter of the previous year.

💡 Investors should treat the profit decline as a one-time accounting adjustment due to regulatory changes and focus on the healthy 20% YoY revenue growth. The stock may face short-term pressure, but the underlying business momentum in Digital Operations remains a positive indicator.

Datamatics to Announce Q3 FY26 Results on Jan 28; Earnings Call Scheduled for Jan 29

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 19 Jan 2026, 03:53 PM

Datamatics Global Services has announced that its board will meet on January 28, 2026, to approve the financial results for the third quarter of FY26. An earnings conference call is scheduled for the following day, January 29, 2026, at 5:00 PM IST. The call will feature top management, including the CEO and CFO, discussing the company's performance across its Digital Technology and BPM segments. This is a routine regulatory filing ahead of the quarterly earnings release.

Q3 FY26 financial results announcement date set for January 28, 2026
Earnings conference call scheduled for January 29, 2026, at 5:00 PM IST
Management representation includes Vice Chairman & CEO Rahul Kanodia and CFO Ankush Akar
Universal access dial-in numbers provided: +91 22 6280 1107 / 7115 8008

💡 Investors should track the results on January 28 and join the call on January 29 to assess the company's progress in AI-powered digital solutions and international delivery centers.

Datamatics Submits SEBI Compliance Certificate for Quarter Ended December 31, 2025

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 12 Jan 2026, 06:12 PM

Datamatics Global Services Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The filing confirms that the Registrar and Share Transfer Agent has processed dematerialization requests for the quarter ended December 31, 2025. This is a standard administrative procedure to ensure the integrity of the company's shareholding records with NSDL and CDSL. No material financial impact or change in operations is associated with this disclosure.

Compliance certificate submitted for the quarter ended December 31, 2025.
Filed in accordance with Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018.
Certificate issued by Registrar and Share Transfer Agent, Datamatics Business Solutions Limited.
Confirms processing and confirmation of dematerialization requests to depositories.

💡 No action is required from investors as this is a routine regulatory filing. Focus should remain on the company's upcoming quarterly financial results and business growth outlook.

Datamatics to Close Trading Window from Jan 1, 2026, for Q3 Financial Results

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 30 Dec 2025, 07:36 PM

Datamatics Global Services Limited has announced the closure of its trading window starting January 1, 2026, in compliance with SEBI Insider Trading Regulations. This closure is a standard procedure ahead of the declaration of the company's unaudited financial results for the quarter ending December 31, 2025. The window will remain closed until 48 hours after the results are officially announced to the exchanges. The date for the board meeting to consider these results will be shared by the company in a separate future notification.

Trading window closure effective from Thursday, January 1, 2026.
Closure is related to the unaudited financial results for the quarter ending December 31, 2025.
Trading restriction applies to all Directors, Designated Persons, and Connected Persons.
Window will reopen 48 hours after the official declaration of the quarterly results.
Board meeting date for result approval to be intimated in due course.

💡 This is a routine regulatory filing with no impact on company fundamentals; investors should wait for the upcoming earnings announcement to evaluate performance.

Datamatics to Meet Sunidhi Securities on December 19, 2025

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 16 Dec 2025, 06:55 PM

Datamatics Global Services Limited has scheduled a one-on-one meeting with Sunidhi Securities on December 19, 2025. The meeting is set to take place in person in Mumbai from 4:30 PM to 5:30 PM. Discussions will focus on industry and company-specific developments that are already in the public domain. This disclosure is made in compliance with Regulation 30(6) of SEBI (LODR) Regulations, 2015.

One-on-one meeting scheduled with Sunidhi Securities on December 19, 2025
The meeting will be held physically in Mumbai from 04:30 pm to 05:30 pm
Discussions will be limited to developments already in the public domain
Compliance disclosure under SEBI (Listing Obligations and Disclosure Requirements) Regulations

💡 No immediate action is required as this is a routine investor interaction. Investors may monitor for any subsequent corporate presentations or transcripts if they are made available.

Datamatics: Postal Ballot Results - Resolution Passed with Majority

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 11 Dec 2025, 06:37 PM

Datamatics Global Services Limited announced the results of its postal ballot. The voting was conducted electronically, and the resolutions mentioned in the Postal Ballot Notice dated October 30, 2025, have been passed with the required majority. Specifically, the appointment of Mr. Mahesh Zurale as a Non-Executive Independent Director was approved with 99.9996% of votes in favor. A total of 42,261,430 votes were polled, representing 71.5006% of the total shares.

42,261,430 total votes polled in the postal ballot.
99.9996% of votes were in favor of appointing Mr. Mahesh Zurale.
71.5006% represents the percentage of total shares for which votes were polled.
1,10,504 shares were considered invalid.
E-voting period was open until December 10, 2025.

💡 The resolution has been passed, so investors can expect Mr. Mahesh Zurale to join the board as a Non-Executive Independent Director. Monitor future board decisions and company performance under the new board composition.

View All DATAMATICS Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

In FY25, Digital Operations (46% of revenue) grew 13.2% YoY, Digital Technologies (38% of revenue) grew 7.3% YoY, and Digital Experience (16% of revenue) grew 15.4% YoY. For Q2 FY26, Digital Technologies revenue reached INR 153.1 Cr (up 6.1% QoQ) and Digital Operations reached INR 272.5 Cr (up 6.6% QoQ).

Geographic Revenue Split

Datamatics derives over 65-70% of its revenue from the US and Europe markets. The remaining revenue is sourced from India and West Asia, though these regions typically offer lower margins compared to Western geographies.

Profitability Margins

Q2 FY26 PAT margin stood at 12.5% (INR 63.2 Cr), representing a 49.3% YoY increase. EBIT margin for Q2 FY26 was 14.1% (INR 68.9 Cr), reflecting an expansion of 439 basis points YoY due to improved operational efficiency and cost optimization.

EBITDA Margin

EBITDA margin for Q2 FY26 was 18.1% (INR 88.8 Cr), showing a substantial expansion of 613 basis points YoY. This was driven by a 17% QoQ growth in EBITDA and a focus on high-margin Digital Operations.

Capital Expenditure

While specific future capex figures are not disclosed, the company maintains a strong liquidity position with an estimated Fund Flow from Operations (FFO) of INR 150-170 Cr, primarily utilized for inorganic growth and acquisitions.

Credit Rating & Borrowing

ICRA reaffirmed ratings at [ICRA]A+ (Stable) and [ICRA]A1+. The company maintains a net debt-free status with a low gearing ratio of 0.1x as of September 2022. Interest coverage ratio improved by 477.73% in FY25.

⚙️ Operational Drivers

Raw Materials

As a service-based IT company, the primary 'raw material' is human capital. Employee benefit expenses are the largest cost component, with wage inflation and talent retention being the critical cost drivers.

Import Sources

Not applicable for IT services; however, talent is primarily sourced from India, the US, and Europe to support global delivery models.

Key Suppliers

Not applicable as the company does not procure physical raw materials for manufacturing.

Capacity Expansion

Expansion is driven by workforce scaling and acquisitions. Recent acquisitions include TNQTech (contributing INR 273 Cr in revenue) and Lumina Datamatics to expand Digital Operations capacity.

Raw Material Costs

Employee costs are the primary driver; attrition rates moderated to 12% in 9M FY25 from 17.9% in FY24, helping to stabilize the cost base. Wage inflation remains a persistent pressure on operating margins.

Manufacturing Efficiency

Efficiency is measured by EBIT margins per segment; Digital Operations achieved a 16.7% EBIT margin in Q2 FY26, while Digital Technologies reached 10.8%, its best performance in several quarters.

Logistics & Distribution

Not applicable; services are delivered digitally through global telecommunications and cloud infrastructure.

📈 Strategic Growth

Expected Growth Rate

15%

Growth Strategy

Growth will be achieved through a 'mid-teens' target for FY26 by integrating recent acquisitions like TNQTech, expanding Salesforce capabilities via Axtara Digital, and increasing brand presence in US/Europe through strategic marketing and participation in marquee events.

Products & Services

FINATO (AI-powered finance platform), TruBot (RPA), TruCap+ (Intelligent Document Processing), Automated Fare Collection (AFC) systems, Smart Gates, and Digital Finance & Accounting outsourcing services.

Brand Portfolio

FINATO, TruBot, TruCap+, Axtara Digital, TNQTech, Lumina Datamatics.

New Products/Services

Expansion of Salesforce capabilities and listing key products on the Microsoft Azure Marketplace to increase enterprise adoption and accessibility.

Market Expansion

Accelerating brand presence in the US and Europe through focused customer engagements and high-impact digital campaigns in FY25.

Market Share & Ranking

Recognized as 'Major Contenders' by Everest Group in FAO PEAK Matrix 2024 and 'Major Players' by IDC in Worldwide Enterprise Analytics and AI BPS.

Strategic Alliances

Partnerships with Microsoft (Azure Marketplace) and Salesforce (via Axtara Digital) to bolster digital transformation offerings.

🌍 External Factors

Industry Trends

The global business process services market is expected to grow at a 2.5% CAGR to $2.1 trillion by 2029. Finance & Accounting Outsourcing (FAO) is a high-growth niche expected to reach $20 billion by 2025, where Datamatics is positioning its FINATO platform.

Competitive Landscape

Competes with large global IT service providers and mid-sized domestic players; faces intense pricing pressure due to its relatively moderate scale of operations.

Competitive Moat

Moat is built on deep domain expertise in Automated Fare Collection for smart cities and proprietary AI/Automation tools. These create high switching costs for clients integrated into Datamatics' software ecosystems.

Macro Economic Sensitivity

Highly sensitive to US and European GDP growth and inflation; wage inflation in India directly impacts the cost of delivery for overseas projects.

Consumer Behavior

Enterprises are shifting toward 'smart automation' and AI-driven productivity, prompting Datamatics to pivot heavily toward Intelligent Automation and Cognitive Sciences.

Geopolitical Risks

Vulnerable to regulations restricting outsourcing in the US and Europe, as well as changes in international tax laws and fiscal policies.

⚖️ Regulatory & Governance

Industry Regulations

Strict adherence to GDPR is required for European operations; GDPR awareness is an integral part of employee induction and is monitored by a dedicated in-house compliance team.

Environmental Compliance

Not disclosed as a major cost factor, though the company maintains CSR leadership roles.

Taxation Policy Impact

Subject to global tax reforms; changes in tax laws in the US or Europe could enhance cost pressure and affect financial performance.

Legal Contingencies

The company monitors changes in global regulations proactively using professional consultants; no specific high-value pending court cases were quantified in the documents.

⚠️ Risk Analysis

Key Uncertainties

Wage inflation and high attrition (previously 17.9%) pose a risk to operating margins. Macroeconomic slowdowns in the US could lead to project cancellations or price reductions.

Geographic Concentration Risk

High risk with 65-70% of revenue coming from the US and Europe, making the company vulnerable to regional economic downturns.

Third Party Dependencies

Dependency on technology partners like Microsoft and Salesforce for market reach and platform integration.

Technology Obsolescence Risk

Rapid evolution in AI and automation requires constant R&D; failure to update IP like TruBot could lead to loss of competitive edge against larger, better-funded rivals.

Credit & Counterparty Risk

Receivables quality is stable with a Debtors Turnover of 57 days; top 5 clients represent 25% of revenue, creating some counterparty concentration risk.