Sagility Ltd(SAGILITY)

NSE: SAGILITYBSE: 544282

₹ 44.1-2.97%refreshed 23 Oct, 03:54 pm ISTMarket cap: ₹ 20,645 crWebsite: www.sagilityhealth.comUpdated: 23 Oct 2026

About

Sagility is a pure-play U.S. healthcare IT-enabled services company delivering business process management across member and provider lifecycle, claims, clinical utilisation, payment integrity, and revenue cycle management. In FY26 it generated revenues of $814 million (₹71,929 million), growing 23.6% in constant currency. It serves 7 of the top 10 U.S. health payers, with 100% of revenues from export of services to U.S.-based clients.^[1]

Business segments

Payers contributed 89.9% of revenue in Q2 FY27 vs 88.5% a year earlier; providers 10.1% vs 11.5%.^[2]
In FY26, payers were 89.7% and providers 10.3% of revenue; within payer, claims, clinical and payment integrity, and member/provider lifecycle each are about one-third of the mix.^[1][3]

Services portfolio

End-to-end capabilities include member and provider lifecycle management, claims operations, clinical utilisation and care management, payment integrity, and provider revenue cycle management.^[3]
The Synchrony suite provides integrated managed services for the Medicare Advantage lifecycle, from plan submission and enrolment to billing and reconciliation.^[4]
The SmarTec Management Model builds SmarTec Workmates, role-aligned AI coworkers that augment human staff.^[3]
CareSeed, acquired in June 2026, adds HEDIS reporting and cloud-based chart abstraction via its Forecast and Harvest platforms.^[5]
Chirok Health, acquired in Q2 FY27, adds clinical documentation improvement (CDI) and coding to the provider revenue cycle offering.^[2]

Operations and delivery footprint

Delivery network spans the United States, India, the Philippines, Jamaica and Colombia, with 9 national and 14 international offices (FY26).^[3]
Headcount was 51,486 in Q2 FY27, up 16.5% YoY, vs 46,860 at FY26.^[2][3]
Holds ISO 9001:2015 and ISO 45001:2018 certifications.^[3]

Key operating metrics

Constant-currency organic growth excluding CareSeed was 11.9% YoY in Q2 FY27, vs 14.9% in Q1 FY27; reported revenue grew 22.5% YoY in Q2 FY27.^[2][5]
FY26 organic growth excluding BroadPath was 20.1%.^[3]
Voluntary attrition was 25.7% in Q2 FY27, down from 26.3%; it was 28.6% in Q1 FY27.^[2][5]
DSO was 78 days in Q2 FY27, vs 80 days in Q1 FY27 and 87 days in Q4 FY26.^[2][5]
32 AI-driven use cases were deployed in production across 10 clients as of Q3 FY26.^[4]

Customers and concentration

Serves 7 of the top 10 U.S. health payers and more than 80 healthcare client enterprises, including large health plans and pharmacy benefit managers.^[3]
Active client groups were 105 in H1 FY27 vs 82 at FY26, with CareSeed adding 30.^[2]
Top-10 clients were 84.4% of revenue on a TTM September 2026 basis, vs 84.6% TTM December 2025 and 90.5% in FY25.^[2][4]
Top-5 clients were 70.36% of revenue in FY26 vs 77.87% the year before.^[3]
Clients contributing more than $20M rose to 10 in Q2 FY27 from 9 in FY26.^[2]
All revenue comes from exporting services to U.S.-based healthcare clients; dependency on H1B visas is negligible.^[3]

Deal wins and pipeline

Won $40.2M ACV in Q2 FY27 from 31 existing clients and 1 new logo, vs $35.3M in Q1 FY27 from 18 existing clients and 1 new logo.^[2][5]
Active TCV pipeline from submitted proposals was about $570 - 575M at FY26 year-end; 17 new clients were added in FY26.^[1]
AI agent pricing in new deals is positioned at 25 - 35% of offshore human-agent cost, or 10 - 12% of onshore cost.^[6]
The company is expanding into mid- and small-market payers using its BroadPath acquisition.^[3]

Recent developments

Q2 FY27: acquired Chirok Health (TTM revenue $13M, 35.8% adjusted EBITDA margin) for $20M upfront plus up to $12.35M contingent.^[2]
June 2026: CareSeed acquisition closed; CY25 revenue about $5.1M at a 31.4% EBITDA margin, with 95% recurring revenue.^[5]
Remaining debt of ₹5,670M is to be fully repaid in FY27.^[2]
Minimum wage revisions had a ₹148M impact in Q2 FY27, after about 40 bps of margin impact in Q1 FY27.^[2][5]
India's new labour code, effective 21 November 2025, caused a ₹328M one-time past-service cost charge.^[4]
Name changed from Sagility India Limited to Sagility Limited, effective 18 August 2025.^[3]
FY26 annual report flags Medicaid changes and expiring ACA subsidies as raising membership volatility.^[3]

Market Cap

₹20,645 Cr

High / Low

₹58 / 36

Stock P/E

21.4

Price / Book

2.2

Book Value

₹21

EPS

₹2.0

No. of Shares

468.13 Cr

ROCE

13.4%

ROE

10.3%

OPM

18.8%

Debt / Equity

0.12

Sales

₹7,193 Cr

Net Profit

₹925 Cr

Promoter holding

51.0%

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