Datamatics (BSE: 532528) Q2 FY26 Profit Soars 49% YoY; Digital Operations Shine - Key Analysis

 

The Financial Analyst's Extraction (Completed)

BSE Announcement Analysis Template

• Company Name: Datamatics Global Services Limited

• BSE Scrip Code: 532528

• NSE Symbol: DATAMATICS

• Announcement Date: October 30, 2025

• Subject/Headline: Outcome of Board Meeting - Q2 & H1 FY26 Financial Results & Appointment of Independent Director.

• Nature of Information:

  • ✅ Price Sensitive (Yes)

  • ✅ Financial Results

  • ✅ Corporate Governance (Board Appointment)

• Key Points Summary:

  1. Explosive Consolidated Profit Growth: Q2 Consolidated Net Profit attributable to owners surged to ₹63.24 Cr, a 26% increase from Q1 (₹50.38 Cr) and a 49% increase from Q2 FY24 (₹42.36 Cr).

  2. Strong Revenue Growth: Consolidated Revenue from Operations for Q2 stood at ₹490.23 Cr, up 5% QoQ and a significant 21% YoY.

  3. Robust Half-Yearly Performance: H1 FY26 Consolidated PAT is ₹113.62 Cr, a 32% increase over H1 FY25 (₹85.85 Cr).

  4. EPS Soars: Consolidated Basic EPS for Q2 is ₹10.70, up from ₹8.52 in Q1.

  5. Segment-wise Star Performer: The "Digital Operations" segment is the primary growth driver, with revenue of ₹528.10 Cr for H1, up 55% from the previous year.

  6. Standalone Volatility: Standalone results show high "Other Income" (₹37 Cr in Q2, largely from dividends), making consolidated figures a truer picture of operational health.

  7. Board Strengthening: Mr. Mahesh Zurale appointed as an Additional Independent Director.

• Direct Financial Impact: Highly Significant. Exceptional quarterly performance is a major positive catalyst.

• Indirect Impact & Analyst's Inference:

  • Bullish Signal: The consistency in strong QoQ and YoY growth across revenue and profit indicates a powerful underlying business momentum.

  • Sectoral Strength: The stellar performance of the Digital Operations segment highlights the company's successful capture of demand in the IT/BPO outsourcing space.

  • High-Quality Earnings: The growth is driven by core operations, not one-off items, making it sustainable.

  • Confidence in Growth: The appointment of an independent director alongside strong results signals a focus on governance during a high-growth phase.

  • Stock Price Implication: This is a fundamentally strong report that justifies a re-rating and can lead to significant positive momentum in the stock price.

• Keywords for SEO: Datamatics Q2 Results, DATAMATICS Share Price, Q2 FY26 Results, IT Stock, Profit Jumps 49%, Digital Operations, EPS ₹10.70, Stock Analysis.

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Datamatics (BSE: 532528) Q2 FY26 Profit Soars 49% YoY; Digital Operations Shine - Key Analysis

Datamatics Global Services Ltd. (BSE: 532528, NSE: DATAMATICS) has delivered a blockbuster performance in the second quarter of FY26, solidifying its position as a high-growth IT services player. The company's results, announced on October 30, 2025, show a powerful surge in profitability that is likely to resonate strongly with the investor community.

Q2 FY26: A Standout Quarter in a Nutshell

The consolidated numbers, which reflect the company's true operational health, are impressive:

• Consolidated Net Profit (to owners): ₹63.24 Crore in Q2, up from ₹50.38 Cr in Q1 (26% QoQ growth) and ₹42.36 Cr in Q2 FY25 (49% YoY growth).

• Consolidated Revenue: ₹490.23 Crore in Q2, a 5% sequential growth and a robust 21% year-on-year increase.

• Earnings Per Share (EPS): ₹10.70 for the quarter, a significant jump from ₹8.52 in the previous quarter.

Financial Analyst's Deep Dive: Where is the Growth Coming From?

1. The Profitability Engine:
The near-50% leap in YoY profit is the headline grabber. This was driven by strong revenue growth and operational efficiency. Profit Before Tax (PBT) saw a similar trend, rising to ₹80.53 Cr in Q2 from ₹63.89 Cr in Q1.

2. The Segment Story: Digital Operations Leads the Charge
A deep dive into segmental reporting reveals the clear star:

• Digital Operations: This segment generated H1 revenue of ₹528.10 Crore, a massive 55% increase over H1 FY25. It is the largest and fastest-growing segment, contributing the most to the bottom line.

• Digital Technologies & Experiences: These segments also showed healthy growth and profitability, indicating a well-diversified and resilient business model.

3. Strengthened Governance:
In a separate but positive development, the Board appointed Mr. Mahesh Zurale as an Independent Director for a two-year term, reinforcing corporate governance standards.

Impact on Datamatics (DATAMATICS) Share Price & Investor Outlook

This set of results is unambiguously bullish and provides a solid fundamental basis for stock appreciation.

• Re-rating Potential: Consistent, high-quality earnings growth like this often leads to a re-rating of the stock, meaning investors may be willing to pay a higher price for each rupee of earnings.

• Sector Outperformance: In a competitive IT sector, Datamatics is demonstrating its ability to outpace industry growth rates, making it a attractive pick for investors seeking alpha.

• Confidence for Long-Term Holders: The strong H1 performance (₹113.62 Cr PAT) sets a strong foundation for the full fiscal year, boosting confidence for long-term investors.

The Bottom Line

Datamatics Global Services has not just met expectations but has significantly exceeded them. The Q2 FY26 results paint a picture of a company in a powerful growth phase, driven by its flagship Digital Operations segment. For investors, this report underscores a compelling growth narrative that is hard to ignore.

Disclaimer: This analysis is based solely on the company's BSE filing and is for informational purposes only. It is not a recommendation to buy or sell securities. Investors are advised to consult with a qualified financial advisor before making any investment decisions.