IT - Services
Valuation | |
|---|---|
| Market Cap | 4.64 kCr |
| Price/Earnings (Trailing) | 23.8 |
| Price/Sales (Trailing) | 2.3 |
| EV/EBITDA | 13.58 |
| Price/Free Cashflow | 27.74 |
| MarketCap/EBT | 19.18 |
| Enterprise Value | 4.67 kCr |
Fundamentals | |
|---|---|
Growth & Returns | |
|---|---|
| Price Change 1W | 13.5% |
| Price Change 1M | -2.1% |
| Price Change 6M | -20.7% |
| Price Change 1Y | 25.9% |
| 3Y Cumulative Return | 37.9% |
| 5Y Cumulative Return | 46.9% |
| 7Y Cumulative Return | 35.2% |
| 10Y Cumulative Return | 30.4% |
| Revenue (TTM) |
| 2.01 kCr |
| Rev. Growth (Yr) | 19.8% |
| Earnings (TTM) | 194.96 Cr |
| Earnings Growth (Yr) | -51.3% |
Profitability | |
|---|---|
| Operating Margin | 14% |
| EBT Margin | 12% |
| Return on Equity | 13.48% |
| Return on Assets | 9.05% |
| Free Cashflow Yield | 3.61% |
Cash Flow & Liquidity |
|---|
| Cash Flow from Investing (TTM) | -249.23 Cr |
| Cash Flow from Operations (TTM) | 223.72 Cr |
| Cash Flow from Financing (TTM) | 118.91 Cr |
| Cash & Equivalents | 127.98 Cr |
| Free Cash Flow (TTM) | 187.81 Cr |
| Free Cash Flow/Share (TTM) | 31.77 |
Balance Sheet | |
|---|---|
| Total Assets | 2.15 kCr |
| Total Liabilities | 707.82 Cr |
| Shareholder Equity | 1.45 kCr |
| Current Assets | 987.25 Cr |
| Current Liabilities | 493.68 Cr |
| Net PPE | 109.79 Cr |
| Inventory | 0.00 |
| Goodwill | 608.71 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.07 |
| Debt/Equity | 0.11 |
| Interest Coverage | 10.79 |
| Interest/Cashflow Ops | 16.49 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 5 |
| Dividend Yield | 0.64% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.30% |
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Profitability: Recent profitability of 10% is a good sign.
Growth: Good revenue growth. With 43.7% growth over past three years, the company is going strong.
Past Returns: Outperforming stock! In past three years, the stock has provided 37.9% return compared to 13% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money looks to be reducing their stake in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Profitability: Recent profitability of 10% is a good sign.
Growth: Good revenue growth. With 43.7% growth over past three years, the company is going strong.
Past Returns: Outperforming stock! In past three years, the stock has provided 37.9% return compared to 13% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money looks to be reducing their stake in the stock.
Investor Care | |
|---|---|
| Dividend Yield | 0.64% |
| Dividend/Share (TTM) | 5 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 32.98 |
Financial Health | |
|---|---|
| Current Ratio | 2 |
| Debt/Equity | 0.11 |
Technical Indicators | |
|---|---|
| RSI (14d) | 65.28 |
| RSI (5d) | 91.82 |
| RSI (21d) | 47.51 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Sell |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal |
Summary of Datamatics Global Services's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management provided an optimistic outlook for Datamatics Global Services Limited, projecting high single-digit growth for FY '27, acknowledging the potential for fluctuations in underlying conditions. Key forward-looking points highlighted include:
Q4 Performance Expectations: Management hinted at a likely soft quarter for Q4 FY '26 due to the Digital Experiences segment transitioning client work to captive centers, with expectations for growth to resume in Q1 FY '27 due to signing several new clients.
Revenue Growth: Q3 revenue stood at Rs. 510.1 crores, reflecting a 19.9% year-on-year growth. For FY '27, management expects sustained performance across all segments, particularly in Digital Technologies which showed strong quarter-on-quarter growth.
Cost Optimization and Margins: Management reported an EBITDA margin improvement to 18.9%, with continued emphasis on cost optimization, which they expect to sustain moving forward.
AI Investments: The company is actively investing in AI technologies, rolling out Google Gemini Enterprise across its organization. 200 employees were certified on Gemini, and industry-specific AI solutions have been developed, positioning Datamatics for substantial productivity gains.
Pipeline Strength: The current pipeline is healthy, with a noted uptick in activity, suggesting an improving business sentiment despite prevailing uncertainties.
Labor Code Impact: Changes in labor codes led to a one-time increase in liability, affecting Q3 results. Management clarified that this impact is expected to be a one-time adjustment.
Focus on Strategic Accounts: The company is concentrating on scaling strategic accounts and enhancing client relationships to increase wallet share.
Overall, the management projects a cautiously optimistic outlook, advocating for organic growth while navigating market uncertainties.
Understand Datamatics Global Services ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| SAMEER LALIT KANODIA | 21.56% |
| LALIT SURAJMAL KANODIA | 20.87% |
| VIKRANT TRUST (LALIT SURAJMAL KANODIA, PRIYADARSHNI RAHUL KANODIA - TRUSTEES) | 18.11% |
| UNIVERSAL TRUSTEES PRIVATE LIMITED | 7.78% |
| SHAUNAK JAGDISH SHAH | 3.04% |
| SHUBHLAKSHMI DANI | 3.01% |
| SANJIV DHIRESHBHAI SHAH |
Detailed comparison of Datamatics Global Services against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| LTIM | LTIMindtree | 1.69 LCr | 41.96 kCr | -5.80% | -3.30% | 35.56 | 4.03 | - | - |
| PERSISTENT | Persistent Systems | 94.43 kCr | 14.1 kCr |
Comprehensive comparison against sector averages
DATAMATICS metrics compared to IT
| Category | DATAMATICS | IT |
|---|---|---|
| PE | 23.80 | 34.02 |
| PS | 2.30 | 2.92 |
| Growth | 18.9 % | 10.6 % |
Datamatics Global Services Limited engages in the provision of intelligent solutions across digital technology solutions, business process management, and engineering services in India, the United States, the United Kingdom, Europe, and internationally. The company operates through three segments: Digital Operations, Digital Technologies, and Digital Experiences. It offers TruBot, a robotic processing automation solution; TruCap+, an AI-enabled data capture solution; TruBI, a business intelligence and data visualization tool; TrueAI, an artificial intelligence and cognitive sciences platform; TruFare, an automated fare collection solution; Datamatics Digital Workplace Solution offers cloud-based, paperless digital e-office solutions; Trade Finance Solution, a business accelerator, which can be hosted on-cloud as well as on-premises; and Datamatics FINATO, a digital platform for end-to-end CFO backoffice automation. It serves banking and finance, credit rating, healthcare, transportation, insurance, manufacturing and logistics, travel and hospitality, retail, market research, education technology, and international organizations. The company was formerly known as Datamatics Technologies Limited and changed its name to Datamatics Global Services Limited in January 2009. The company was founded in 1975 and is based in Mumbai, India. Datamatics Global Services Limited operates as a subsidiary of Delta Infosolutions Private Limited.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
| Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
DATAMATICS vs IT (2021 - 2026)
Certainly! Here are the major questions asked during the Q&A section of the Datamatics earning call, along with the detailed answers provided by the management:
Question 1: How should we see the segmental mix evolve in the next couple of quarters? Also, can you discuss the Digital Experiences segment's decline and its outlook?
Answer: Regarding Digital Experiences, we anticipate some softness continuing into Q4 due to two major clients transitioning work to captives. However, starting Q1 next year, we expect an upswing as we've secured several new clients with healthier margins. Digital Technologies and Operations showed robust growth and should continue to do so, supported by a strong pipeline, particularly in AI transitions.
Question 2: Is the Google Gemini enterprise initiative a significant part of our revenue stream? What revenue mix should we expect from it?
Answer: We are deploying Google Gemini across the organization to enhance productivity. While detailed revenue figures aren't available yet, we expect growth as we acquire new clients. The initiative allows for every employee to utilize AI, fostering an AI-first culture. Revenue will manifest as we secure contracts in the coming months, particularly within our developed solutions for various sectors.
Question 3: Will the impact from the labor code adjustments be ongoing, or is it a one-time event?
Answer: The impact from the recent labor code change is a one-time event affecting Q3 due to retrospective effects. Going forward, we expect only marginal increases in gratuity and related expenses, likely around 0.5%, but no significant long-term impact.
Question 4: How is TNQ Tech performing post-acquisition, and how does organic growth look for Datamatics excluding TNQ?
Answer: TNQ Tech is integrating well and contributing positively to our growth narrative. In recent quarters, our organic growth, excluding TNQ, has remained at around 4% sequentially. This performance indicates healthy integration and growth across our business lines, and we are optimistic about its financial health.
Question 5: What is your outlook for FY '27? Are you guiding for growth beyond single digits?
Answer: We anticipate high single-digit growth for FY '27. This figure factors in potential uncertainties in the market. While previous quarters showed strong growth rates, we're taking a more cautious outlook due to the political landscape and ongoing AI disruptions, which could affect overall growth rates.
Question 6: What's the current sentiment from clients regarding the implementation of AI solutions?
Answer: Clients are increasingly more receptive to integrating AI into their operations. While many started by testing, we are now seeing a transition towards production stages. Our AI solutions have received positive feedback, suggesting that companies are overcoming earlier hesitations and are opening up towards incorporating AI into core business processes.
Question 7: Are you planning any significant investments in AI beyond the current expenditures?
Answer: We plan to maintain our AI investment between Rs. 40 crores and Rs. 50 crores annually as this area evolves rapidly. This consistent investment ensures we stay competitive and up-to-date with the latest advancements in AI, which is critical for our growth strategy.
These responses encapsulate the key points discussed during the Q&A session of the earnings call within the specified character limits.
| 2.68% |
| ASHA LALIT KANODIA | 2.33% |
| PRIYADARSHINI KANODIA | 0.42% |
| RASHMI YOGENDRA KANODIA | 0.02% |
| AMRITA VIDUR BHOGILAL | 0% |
| ANEESHA ADITYA DALMIA | 0% |
| CHANDRAVATI S KANODIA | 0% |
| RAHUL LALIT KANODIA | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
| -3.50% |
| -2.10% |
| 53.67 |
| 6.7 |
| - |
| - |
| MPHASIS | Mphasis | 51.22 kCr | 15.62 kCr | -4.10% | -4.20% | 28.42 | 3.28 | - | - |
| ZENSARTECH | Zensar Tech | 14.82 kCr | 5.81 kCr | -8.10% | -26.40% | 19.99 | 2.55 | - | - |
| CYIENT | Cyient | 12.76 kCr | 7.44 kCr | -0.50% | -20.50% | 23.3 | 1.71 | - | - |
| 1.2% |
| 82 |
| 81 |
| 64 |
| 56 |
| 53 |
| 53 |
| Exceptional items before tax | - | -40.25 | 0 | 0 | -0.15 | 35 | 0 |
| Total profit before tax | -48.8% | 42 | 81 | 64 | 56 | 88 | 53 |
| Current tax | -10.5% | 18 | 20 | 14 | 12 | 14 | 9.2 |
| Deferred tax | -296.5% | -12.52 | -2.41 | -0.53 | -1.54 | -0.74 | 1.31 |
| Total tax | -71.4% | 5.57 | 17 | 14 | 11 | 14 | 11 |
| Total profit (loss) for period | -43.5% | 36 | 63 | 50 | 45 | 75 | 42 |
| Other comp. income net of taxes | -45.1% | 3.24 | 5.08 | 5.39 | -2.42 | -39.74 | 5.28 |
| Total Comprehensive Income | -41.8% | 40 | 68 | 56 | 42 | 35 | 47 |
| Earnings Per Share, Basic | -46.8% | 6.16 | 10.7 | 8.52 | 7.6 | 12.58 | 7.18 |
| Earnings Per Share, Diluted | -46.8% | 6.16 | 10.7 | 8.52 | 7.6 | 12.58 | 7.18 |
| 610.5% |
| 2.94 |
| 0.62 |
| 1.87 |
| 1.21 |
| 2.93 |
| 2.44 |
| Depreciation and Amortization | -20.8% | 8.92 | 11 | 13 | 12 | 13 | 13 |
| Other expenses | 15% | 162 | 141 | 162 | 106 | 90 | 97 |
| Total Expenses | 4% | 682 | 656 | 627 | 489 | 425 | 388 |
| Profit Before exceptional items and Tax | -36.7% | 70 | 110 | 135 | 110 | 44 | 42 |
| Exceptional items before tax | - | -3.12 | 0 | 0 | 34 | 33 | 0 |
| Total profit before tax | -39.4% | 67 | 110 | 135 | 143 | 76 | 42 |
| Current tax | -50% | 13 | 25 | 33 | 24 | 9.07 | 10 |
| Deferred tax | 31.7% | -0.53 | -1.24 | -0.95 | 8.26 | 11 | 0.87 |
| Total tax | -52.2% | 12 | 24 | 32 | 32 | 20 | 11 |
| Total profit (loss) for period | -36.5% | 55 | 86 | 103 | 111 | 56 | 31 |
| Other comp. income net of taxes | - | -4.69 | 1 | -3.74 | 16 | 2.82 | -8.6 |
| Total Comprehensive Income | -41.9% | 51 | 87 | 99 | 127 | 59 | 22 |
| Earnings Per Share, Basic | -38.6% | 9.37 | 14.64 | 17.49 | 18.85 | 9.55 | 5.215 |
| Earnings Per Share, Diluted | -38.6% | 9.37 | 14.64 | 17.49 | 18.85 | 9.55 | 5.215 |
| Debt equity ratio | - | 0 | 0 | 0 | 006 | 0 | - |
| Debt service coverage ratio | - | 0 | 0 | - | 0.0253 | 0 | - |
| - |
| 0 |
| 0 |
| 0 |
| 0 |
| 0 |
| - |
| Goodwill | 0% | 29 | 29 | 29 | 29 | 29 | 29 |
| Non-current investments | 3.1% | 529 | 513 | 548 | 346 | 297 | 276 |
| Loans, non-current | - | 0 | 0 | 0 | 0 | 0 | 0 |
| Total non-current financial assets | 3.3% | 604 | 585 | 610 | 397 | 298 | 278 |
| Total non-current assets | 2.6% | 721 | 703 | 726 | 509 | 412 | 398 |
| Total assets | 0.9% | 1,071 | 1,061 | 1,029 | 970 | 957 | 904 |
| Total non-current financial liabilities | -102.3% | 0.51 | 22 | 36 | 0.51 | 0.82 | 1.18 |
| Provisions, non-current | 7.5% | 44 | 41 | 34 | 31 | 28 | 23 |
| Total non-current liabilities | -30.6% | 44 | 63 | 70 | 31 | 41 | 29 |
| Borrowings, current | - | 0 | 0 | 0 | 0 | 0 | 0 |
| Total current financial liabilities | 6.8% | 111 | 104 | 93 | 84 | 95 | 75 |
| Provisions, current | -11.5% | 6.84 | 7.6 | 7.66 | 7.42 | 7.32 | 8.92 |
| Current tax liabilities | - | 0 | 0 | 0 | 0 | 15 | 6.9 |
| Total current liabilities | 4.9% | 151 | 144 | 119 | 109 | 124 | 108 |
| Total liabilities | -5.8% | 195 | 207 | 189 | 140 | 164 | 137 |
| Equity share capital | 0% | 30 | 30 | 30 | 30 | 29 | 29 |
| Total equity | 2.6% | 876 | 854 | 840 | 830 | 793 | 768 |
| Total equity and liabilities | 0.9% | 1,071 | 1,061 | 1,029 | 970 | 957 | 904 |
| -20% |
| 17 |
| 21 |
| 31 |
| 23 |
| - |
| - |
| Net Cashflows From Operating Activities | -77.6% | 25 | 108 | 64 | 2.63 | - | - |
| Cashflows used in obtaining control of subsidiaries | 6011.1% | 111 | 2.8 | 14 | 5.86 | - | - |
| Proceeds from sales of PPE | 95.1% | 13 | 7.15 | 0.04 | 0.08 | - | - |
| Purchase of property, plant and equipment | -5.3% | 5.29 | 5.53 | 11 | 8.08 | - | - |
| Dividends received | 90% | 20 | 11 | 7.55 | 7.06 | - | - |
| Interest received | 29.5% | 11 | 8.72 | 5.97 | 1.9 | - | - |
| Net Cashflows From Investing Activities | 121.6% | 20 | -86.78 | 3.1 | -19.26 | - | - |
| Proceeds from exercise of stock options | 2.1% | 0.05 | 0.03 | 0 | 0 | - | - |
| Proceeds from borrowings | - | 0 | 0 | 0 | 40 | - | - |
| Repayments of borrowings | - | 0 | 0 | 40 | 0 | - | - |
| Payments of lease liabilities | -134.1% | 0.7 | 1.88 | 2.86 | 2.93 | - | - |
| Dividends paid | 0% | 30 | 30 | 7.37 | 15 | - | - |
| Interest paid | 1% | 0 | -0.01 | 1.49 | 0.96 | - | - |
| Net Cashflows from Financing Activities | 4.5% | -30.16 | -31.64 | -51.72 | 21 | - | - |
| Net change in cash and cash eq. | 226.2% | 15 | -10.09 | 15 | 4.75 | - | - |
Analysis of Datamatics Global Services's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Dec 31, 2025
| Description | Share | Value |
|---|---|---|
| Digital Operations | 53.7% | 273.8 Cr |
| Digital Technologies | 33.2% | 169.6 Cr |
| Digital Experiences | 13.1% | 66.7 Cr |
| Total | 510.1 Cr |