Digitide Solutions Ltd(DIGITIDE)

NSE: DIGITIDEBSE: 544413

₹ 66.6-1.73%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 994 crNext results: 2 Nov 2026Website: www.digitide.comUpdated: 24 Oct 2026

About

Digitide Solutions Limited is an AI-first IT-enabled services company headquartered in Bengaluru, India, providing Business Process Management and Tech & Digital services to more than 300 clients worldwide. It operates delivery centres across India, Canada, Philippines, USA, and UAE, and was named a Major Contender across six Everest Group PEAK Matrix assessments spanning Insurance, Customer Experience Management, and Payroll.^[1][2]

Business segments

Tech & Digital revenue share rose from 26.8% in FY25 to 29.6% in FY26, a 280-basis-point increase.^[1]
International revenue reached ~₹296 Cr (38% of Q1 FY27 revenue), up 10.2% YoY, driven by US-focused CXM, insurance-sector tech/digital, and healthcare RCM.^[3]

Products and platforms

Pulse.nerve (MCP Agentic Framework) has 100+ ready-to-deploy AI agents, delivering 40%+ productivity gains, 100% audit visibility, and 3.4x faster deployment.^[1]
SmartPay, the agentic AI-infused payroll and reimbursement engine, has delivered 60% improvement in processing efficiency in live deployments.^[1]
SWIFTclose (Sales.ai) early deployments show 20% uptick in leads and 2x conversion improvement, with conversion rates rising from 6 - 7% to 15%+.^[1]
Digitide has more than 20 proprietary AI platforms and accelerators and 100+ agentic AI bots in action through its Pulse.ai Centre of Excellence.^[1]
Agentic AI is deployed in SmartPay, DigiCollect, and DigiLoan platforms; 3.6 million automated transactions were handled in Q3 FY26, including 1.6M via voice bots and 2M via AI agents.^[4]

Operations and delivery network

Global delivery network spans centres in India, Canada, Philippines, USA, and UAE.^[1]
Alldigi Tech, the international subsidiary for Customer Lifecycle Management and Payroll, covers 70+ countries and processes 8.5 million payslips annually.^[1]
Five purpose-built AI Innovation Labs operate within the company: Generative AI, Agentic AI, Conversational AI, Computer Vision & Document Intelligence, and Responsible AI.^[1]
Headcount was ~55,000 in Q1 FY27; management expects headcount on a declining trend over the next couple of quarters as AI improves productivity.^[3]

Key operating numbers

TCV bookings were ₹205 Cr in Q1 FY27 (26 new logos), down from ₹620 Cr in Q4 FY26 and full-year FY26 TCV of ₹2,355 Cr (114 new logos).^[3][5]
Tech & Digital revenue grew 20.3% YoY to ~₹237 Cr (31% of revenue) in Q1 FY27.^[3]
Revenue per FTE improved 11.4% YoY to ₹584K in FY26, supported by AI-led delivery and pyramid optimisation.^[5]
DSO was 82 days in Q1 FY27, down 9 days YoY, after peaking at 91 days post-demerger in Q1 FY26.^[3][4]
FY26 revenue growth in constant-currency terms was 5.2%; reported revenue grew 7.1% YoY to ₹3,080 Cr.^[5]
Book-to-bill conversion was 11 - 13% in Q1 FY27; AI revenue from new client mandates reached ~₹15 Cr with a ₹100 - 150 Cr funnel being pursued.^[3]
Approximately 70% of revenue is annuity-based; Net Promoter Score was 71.3 as of FY26.^[1][4]

Scale of operations

Digitide handles $3 B+ in collections annually, processes $25 B+ in insurance premiums, manages 1 B+ customer interactions annually, and processes 15 M+ payroll transactions (FY26).^[1]
Voice BOTs handle 2.2 million interactions at an 80% containment rate; Chat BOTs manage 3 million interactions at an 85% containment rate (FY26).^[1]
AI-led engineering productivity gains of 25 - 30% are being generated from Digitide's AI capabilities (FY26).^[1]

Customers and distribution

Digitide serves more than 300 global clients across BFSI, Insurance, Healthcare, Fast Growth Tech, Manufacturing, Automotive, Retail, Telecommunications, and Public Sector.^[1]
Revenue from top 30 clients grew from ₹10,282 M in FY22 to ₹17,903 M in FY26, a CAGR of 14.9% over four years.^[1]
Hyperscaler-led pipeline (AWS, Azure, GCP) contributed ~15% of overall pipeline in Q4 FY26; Digitide holds Tier-1 partner status with AWS and Azure and a service partnership with GCP.^[5][4][6]

Expansion and strategy

New CEO Sameer Ahluwalia launched a four-move operating model in Q1 FY27: Get Unified (four-part structure), Modernise core India BPM, Go West and Go Digital, and Build-Partner-Acquire (BPA) inorganic programme.^[3]
Management targets 2 - 3 smaller acquisitions under the BPA strategy, with no equity dilution planned as a funding mechanism.^[3]
Long-term revenue target of $1 billion by FY31, with Tech & Digital mix targeted at ~40% and international mix at ~50% of total revenue.^[5][4]
Maintenance capex expected at ~₹70 - 80 Cr per year plus ~₹15 - 20 Cr for leasehold premises; total lease outflows for FY27 expected at ₹175 - 180 Cr.^[5][3]

Recent developments

Q1 FY27 consolidated revenue of ₹775 Cr grew 5.3% YoY but fell 3.1% QoQ as management renegotiated or exited low-margin contracts under a quality-over-volume strategy.^[3]
EBITDA margin fell to 9.9% in Q1 FY27 (₹76.9 Cr); PAT returned to ₹2.9 Cr positive after two loss quarters. Management stated Q1 is the margin trough with 200 bps expansion targeted for FY27.^[3]
New labor codes and state-level minimum wage revisions effective April 2026 added ~₹10 Cr/quarter to wage costs; management is in active client repricing discussions.^[3]
An AI Centre of Excellence was won for a global P&C insurance major in Q4 FY26, spanning Bengaluru and Coimbatore, running on Azure.^[5]
Alldigi - Digitide legal entity merger remains a board decision with no specific timeline or action plan as of Q1 FY27.^[3]

Market Cap

₹994 Cr

High / Low

₹180 / 69

Stock P/E

-45.6

Price / Book

1.3

Book Value

₹56

EPS

₹-1.1

No. of Shares

14.9 Cr

ROCE

11.8%

ROE

-2.0%

OPM

4.8%

Debt / Equity

0.09

Sales

₹3,080 Cr

Net Profit

₹6 Cr

Promoter holding

57.3%

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