Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Sagility Ltd

SAGILITY
Miscellaneous

Sagility Ltd's earnings have outrun its stock. EPS grew +72.2% in a year against a −5.5% price move.

The sharpest disagreement: annual EPS moved +72.2% against a −5.5% price move — the market has not yet caught up with the delivery.

The price is in a downtrend (18 weeks in) while the P/E sits at the 1st percentile of its own 2-year range. Underneath, the last four quarters read improving — profit +45.6% year on year, and 200% of the last 3 years' profit arrived as cash. What settles it: whether the price catches up with earnings that have already moved.

Stage
Mixed
partial read
Price
₹41.8
−5.5% 1Y
P/E
18.4×
1st pctile
of its own 2-year range
Revenue (Jun 26)
₹1,963 Cr
+27.6% YoY
Profit (Jun 26)
₹217 Cr
+45.6% YoY
Operating margin
22.0%
flat YoY
ROCE
13%
FY26
ROIC
10.4%
vs WACC 12.0% → −1.6 pp
Cash conversion
200%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Sagility Ltd trades at ₹41.8, in a downtrend and 18 weeks into that stage. That is −3.3% against its own 200-day average. It sits at 25% of a 52-week range of ₹38 to ₹53. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (8 weeks and counting).

Today the stock is in a downtrend — week 18 of stage 4, confirmed. At ₹41.8 it trades −3.3% versus its 200-day average and sits at 25% of its 52-week range (₹38–₹53).

Jul 26: ₹41.8 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 2-year window.
−3.3% versus the 200-day line, week 18 of stage 4
Price50-day avg200-day avg
S2S4₹55.9₹48.4₹40.9₹33.4₹26.0₹42₹43Nov 24Apr 25Sep 25Feb 26Jul 26
S2S4₹55.9₹48.4₹40.9₹33.4₹26.0₹42₹43Nov 24Sep 25Jul 26
Beating or trailing, week by week since 2024 Each cell is one week from 2024 to now (91 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Nov 24Jul 26

Against the market, two honest reads. Cumulative: over the last 1.7 years the stock moved +46% while the NIFTY 500 moved +6% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (8 weeks and counting; last ahead the week of 2026-06-12) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 1st percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Sagility Ltd trades at 18.4× P/E, about the cheapest it has ever traded. Its long-run median P/E is 31.2×, measured across 1.7 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 18.4× is about the cheapest it has ever traded, against a long-run median of 31.2× measured over 1.7 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 18.4× vs a 31.2× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 1.7-year window; loss-period spikes above 94× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
about the cheapest it has ever traded
P/EMedianEPS (TTM) (quarterly)
99.6×₹2.477.8×₹1.856.0×₹1.234.2×₹0.612.4×₹0.0×18.40×₹2Nov 24Apr 25Oct 25Mar 26Jul 26
99.6×₹2.477.8×₹1.856.0×₹1.234.2×₹0.612.4×₹0.0×18.40×₹2Nov 24Oct 25Jul 26
PEG 0.72 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 7 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
2.1×1.7×1.3×0.9×0.5××0.72×Q3 FY25Q4 FY25Q2 FY26Q3 FY26Q1 FY27
2.1×1.7×1.3×0.9×0.5××0.72×Q3 FY25Q2 FY26Q1 FY27
P/E
18.4×
1st percentile of 2y
PEG
0.81
as reported

Why the multiple sits where it does: over the past year annual EPS moved +72.2% against a −5.5% price move — earnings outran the price, pushing the multiple DOWN its own range.

Put together: the multiple is low against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Sagility Ltd reads as mixed on its fundamental arc. Mixed — no clean majority across the growth curves, ROCE lifting at 13.6% — the per-curve reads carry the story. The read is built from 9 quarters across 3 curves, on partial evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. Where the trailing-twelve-month history is short, the curve falls back to single-quarter year-on-year growth — noisier, and the classifier smooths and caps base-effect spikes before reading. Base-effect spikes shown pinned (▲). A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
38%328%30%227%23%126%15%25%7.5%−75%%%27.6%45.6%49.3%Sep 23Dec 24Jun 26
38%328%30%227%23%126%15%25%7.5%−75%%%27.6%45.6%49.3%Sep 23Dec 24Jun 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
14%12%9.1%6.5%3.9%%13.6%Sep 23Dec 24Jun 26
14%12%9.1%6.5%3.9%%13.6%Sep 23Dec 24Jun 26
Revenue growth
Steady high
latest +27.6% · span +9.6% to +30.0%
Profit growth
Rolling over
latest +45.6% · span −47.6% to +100.0%
ROCE
Rising
latest 13.6% · span 4.6%–13.6%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

One or more growth curves carry a base-effect spike — a large year-on-year move off a near-zero or loss-making comparable quarter. Those spikes are capped before the classifier reads the trajectory, and shown pinned on the chart, so a single distorted quarter does not drive the stage call.

A partial read: at least one curve is short, or the returns curve is not the computed quarterly series — hold the stage word a little more loosely.

Growth, year by year: revenue +29.1% in FY26, profit +71.6% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
385%150%285%102%185%54%85%5.5%−15%−43%%%29.1%71.6%FY22FY24FY26
385%150%285%102%185%54%85%5.5%−15%−43%%%29.1%71.6%FY22FY24FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+29.4%) with the last 8 annualized (+25.2%).
revenue accelerating, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
30%236%27%178%23%120%20%62%16%3.8%%%29.4%49.2%Sep 23Dec 24Jun 26
30%236%27%178%23%120%20%62%16%3.8%%%29.4%49.2%Sep 23Dec 24Jun 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+29.1%+19.5%
Profit+71.6%+85.9%
EPS+72.2%+38.2%
Share price−5.5%
Revenue YoY (Jun 26)
+27.6%
latest quarter vs a year ago
Profit YoY (Jun 26)
+45.6%
latest quarter vs a year ago
Revenue 10y
67.1%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

66.9/100 — rank 1 of 36 in Miscellaneous · 87% evidence confidence

Sagility Ltd scores 66.9 out of 100 against the 36 companies it is compared with in Miscellaneous, ranking 1. Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

The four contributions add to the total exactly: 24.1 + 15.9 + 14.8 + 12.1 = 66.9. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Sagility Ltd reported ₹1,963 Cr of revenue in the Jun 26 quarter, +27.6% year on year. That is the 9th straight quarter of year-on-year growth. Over 4 years it has compounded at 67.1% a year. The last full year, FY26, came in at ₹7,193 Cr. The last four reported quarters add to ₹7,616 Cr.

Sagility Ltd reported ₹1,963 Cr of revenue in the Jun 26 quarter, +27.6% year on year. That is the 9th straight quarter of year-on-year growth. Over 4 years it has compounded at 67.1% a year. The last full year, FY26, came in at ₹7,193 Cr. The last four reported quarters add to ₹7,616 Cr.

FY26 revenue came in at ₹7,193 Cr (+29.1% on the year), capping 4 years at 67.1% compound. The latest quarter (Jun 26) printed ₹1,963 Cr, +27.6% year on year — the 9th consecutive quarter of year-over-year growth.

FY26 revenue ₹7,193 Cr (+29.1% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
67.1% a year over 4 years
RevenueYoY growth
7.8k385%5.8k285%3.9k185%1.9k85%0−15%₹ Cr%₹7,19329.1%FY22FY24FY26
7.8k385%5.8k285%3.9k185%1.9k85%0−15%₹ Cr%₹7,19329.1%FY22FY24FY26
Jun 26: ₹1,963 Cr (+27.6% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
9th straight quarter of growth
Revenue (quarterly)YoY growth
2.2k38%1.6k30%1.1k23%54615%07.5%₹ Cr%₹1,96327.6%Sep 23Dec 24Jun 26
2.2k38%1.6k30%1.1k23%54615%07.5%₹ Cr%₹1,96327.6%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +29.4% growth against the decade's 67.1% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +29.4% over the last 4 quarters against +25.2%/yr over the last 8 — accelerating; TTM profit +49.2% vs +118.6%/yr — rolling over.

→ Revenue grew — did margins hold as it scaled? Next: 22.0% this quarter (+0.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Sagility Ltd's operating margin is 22.0% in the Jun 26 quarter, +0.0 percentage points against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 21.0% to 25.0%. The current quarter sits inside that band.

Sagility Ltd's operating margin is 22.0% in the Jun 26 quarter, +0.0 percentage points against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 21.0% to 25.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 22.0%, +0.0 pp against the same quarter a year ago. Across 5 fiscal years the operating margin has ranged 21.0%–25.0%.

🚨 Why the margin moved: operating margin went −0.2 pp year on year while gross margin went +0.0 pp — the loss came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 24.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 5-year window.
within a 21.0–25.0% band over 5 years
operating marginYoY change (pp)
25%4.5%24%2.7%23%1.0%22%−0.7%21%−2.5%%%24%1%FY22FY24FY26
25%4.5%24%2.7%23%1.0%22%−0.7%21%−2.5%%%24%1%FY22FY24FY26
Jun 26: 22.0% operating margin (+0.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
28%7.1%25%3.1%22%−1.0%18%−5.1%15%−9.1%%%22%0%Sep 23Dec 24Jun 26
28%7.1%25%3.1%22%−1.0%18%−5.1%15%−9.1%%%22%0%Sep 23Dec 24Jun 26

→ Margins held — did that reach the bottom line? Next: profit +45.6% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Sagility Ltd earned ₹217 Cr of net profit in the Jun 26 quarter, +45.6% year on year. It is the 8th consecutive quarter of growth. Full-year FY26 profit was ₹925 Cr. That is 11.1% of the quarter's revenue. The same quarter a year earlier earned ₹149 Cr.

Sagility Ltd earned ₹217 Cr of net profit in the Jun 26 quarter, +45.6% year on year. It is the 8th consecutive quarter of growth. Full-year FY26 profit was ₹925 Cr. That is 11.1% of the quarter's revenue. The same quarter a year earlier earned ₹149 Cr.

Jun 26 profit was ₹217 Cr, +45.6% year on year — the 8th consecutive quarter of growth. On the full year, FY26 printed ₹925 Cr (+71.6%).

FY26 profit ₹925 Cr (+71.6% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 5-year window. A bar is red when it is lower than the year before.
Net profitYoY growth
999143%730120%46097%19075%−7952%₹ Cr%₹92571.6%FY22FY24FY26
999143%730120%46097%19075%−7952%₹ Cr%₹92571.6%FY22FY24FY26
Jun 26: ₹217 Cr (+45.6% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
8th straight quarter of growth
Net profit (quarterly)YoY growth
289627%217446%145265%7284%0−98%₹ Cr%₹21745.6%Sep 23Dec 24Jun 26
289627%217446%145265%7284%0−98%₹ Cr%₹21745.6%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +27.6% and the margin +0.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +56.1% vs revenue +29.4%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 200% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 200% of Sagility Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹1,203 Cr of operating cash against ₹925 Cr of profit. After ₹885 Cr of capital spending, ₹318 Cr was left as free cash.

FY26: operating cash of ₹1,203 Cr against reported profit of ₹925 Cr, leaving free cash of ₹318 Cr after ₹885 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 200% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹1,203 Cr vs profit ₹925 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 5-year window, annual resolution.
200% of 3-year profit arrived as cash
Operating cashNet profitFree cash
1.3k952591230−132₹ Cr₹1,203₹925₹318FY22FY24FY26
1.3k952591230−132₹ Cr₹1,203₹925₹318FY22FY24FY26
FY26: CFO = 130% of profit (three-year rate 200%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
316%258%200%142%84%%130%FY22FY24FY26
316%258%200%142%84%%130%FY22FY24FY26

Why conversion sits at 200%: the cash cycle tightened 273 days between FY22 and FY26 — cash that used to wait in the cycle now reaches the bank sooner.

Router verdict: no single sink dominates — the next section checks both the working-capital cycle and the capital spending.

→ So follow the cash to where it goes. Next: a 93-day cycle and ₹2,431 Cr of building.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Sagility Ltd's cash conversion cycle runs 93 days in FY26, down from 366 days in FY22. Capital spending ran ₹2,431 Cr over the last 3 years. At FY26 sales of ₹7,193 Cr each day of that cycle holds about ₹19.7 Cr, so roughly ₹1,833 Cr sits inside the business at any moment.

FY26: debtors at 93 days (an asset-light business — no inventory to speak of) — for a full cycle of 93 days, tighter than FY22's 366.

In money terms: at FY26 sales of ₹7,193 Cr, each day of the cycle holds about ₹19.7 Cr — so the 93-day loop keeps roughly ₹1,833 Cr sitting inside the business at any moment.

FY26: a 93-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 5-year window.
−273 days vs FY22
Cash cycleDebtor days
38930722514260days93d93dFY22FY23FY24FY25FY26
38930722514260days93d93dFY22FY24FY26

On the investment side: capital spending of ₹2,431 Cr over the last 3 fiscal years against ₹1,643 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹39.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹885 Cr, work-in-progress ₹39.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
steady investment
CapexWork-in-progress
9567174782390₹ Cr₹885₹39FY23FY24FY26
9567174782390₹ Cr₹885₹39FY23FY24FY26

The synthesis: neither the cycle nor the build-out is hoarding the cash — the machine is reasonably clean.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 13% and the ROIC − WACC spread is −1.6 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Sagility Ltd earns a ROCE of 13% in FY26. That is up from a trough of 5% in FY23. Return on invested capital clears the cost of that capital by −1.6 percentage points, so growth here is not yet paying for the capital it uses. The wiring behind it is 12.9% net margin on 0.57× asset turns.

FY26 ROCE is 13%, recovered from a FY23 trough of 5% — the full ladder below shows the fall and the climb, undoctored.

🚨 Why the return is what it is — the wiring (FY26): 12.9% net margin × 0.57× asset turns × 1.30× balance-sheet leverage ≈ 9.6% on equity. Margin does its share; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 10.4% − 12.0% = a −1.6 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Negative — growth at these returns destroys value until the returns recover.

FY26: ROCE 13% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 4-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY23's 5%
ROCEROIC (annual)WACC
14%11%8.3%5.6%2.8%%13%9.9%FY23FY24FY26
14%11%8.3%5.6%2.8%%13%9.9%FY23FY24FY26
Q4 FY26: ROCE 11.9% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 10 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
13%10%7.9%5.6%3.3%%11.9%9.9%Q4 FY24Q4 FY25Q1 FY27
13%10%7.9%5.6%3.3%%11.9%9.9%Q4 FY24Q4 FY25Q1 FY27

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.12.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Sagility Ltd carries total debt of ₹1,111 Cr against shareholder equity of ₹9,659 Cr as of Jun 26, a debt-to-equity of 0.12 — effectively unlevered. On the annual view that ratio went from 0.39 in FY24 to 0.12 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Jun 26: total debt of ₹1,111 Cr against shareholder equity of ₹9,659 Cr — a debt-to-equity of 0.12. On the annual view, debt-to-equity went from 0.39 (FY24) to 0.12 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹1,111 Cr at 0.12× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 3-year window.
Total debtDebt-to-equity
2.7k0.41×2.1k0.33×1.4k0.26×6840.18×00.10×₹ Cr×₹1,1110.12×FY24FY25FY26
2.7k0.41×2.1k0.33×1.4k0.26×6840.18×00.10×₹ Cr×₹1,1110.12×FY24FY25FY26
Jun 26: debt ₹1,111 Cr, debt-to-equity 0.12 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 11 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
3.1k0.5×2.3k0.4×1.6k0.3×7820.2×00.1×₹ Cr×₹1,1110.12×Jun 23Mar 25Jun 26
3.1k0.5×2.3k0.4×1.6k0.3×7820.2×00.1×₹ Cr×₹1,1110.12×Jun 23Mar 25Jun 26

→ Who owns this, and are they adding or leaving? Next: Promoters cut 31.4 points over 6 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Promoters cut 31.4 points of Sagility Ltd over 6 quarters, the biggest move on the register. That takes promoters to 51.0% of the company. Domestic institutions moved +14.2 points over the same window, to 21.4%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: −31.4 points over 6 quarters to 51.0%; Domestic institutions: +14.2 points over 6 quarters to 21.4%; Foreign institutions: +6.2 points over 6 quarters to 10.0%.

🚨 Why the register moved: promoters drove it (−31.4 points), absorbed on the other side by domestic institutions (+14.2 points) — distribution into the market’s bid.

Fiscal-year ends: promoters −31.4 pts from Mar 25 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 2 year-ends held.
PromotersForeign inst.Domestic inst.Public
89%66%43%20%−2.9%%51.0%10.0%22.3%16.8%Mar 25Mar 26
89%66%43%20%−2.9%%51.0%10.0%22.3%16.8%Mar 25Mar 26
Promoters cut 31.4 points over 6 quarters Shareholding by holder class, % of the company, quarterly, last 7 quarters.
PromotersForeign inst.Domestic inst.Public
89%66%43%20%−2.9%%51.0%10.0%21.4%17.6%Dec 24Sep 25Jun 26
89%66%43%20%−2.9%%51.0%10.0%21.4%17.6%Dec 24Sep 25Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Sagility Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Miscellaneous Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Sagility Ltd this page18.4×₹18,922 CrMixed
GMR Airports Ltd544.0×₹1.1L CrNo read
Aegis Vopak Terminals Ltd104.0×₹32,424 CrNo read
Central Mine Planning & Design Institute Ltd27.1×₹17,738 Cr
Embassy Developments Ltd₹8,512 CrNo read
Inox Green Energy Services Ltd74.6×₹7,703 CrMixed
RattanIndia Enterprises Ltd₹4,368 CrNo read
Kaveri Seed Company Ltd14.5×₹4,298 CrNo read
Indiqube Spaces Ltd₹3,844 CrNo read
TruAlt Bioenergy Ltd38.3×₹3,678 CrNo read
Anzen India Energy Yield Plus Trust₹3,324 CrNo read
Eveready Industries India Ltd25.9×₹2,595 CrNo read
Shipping Corporation of India Land & Assets Ltd66.8×₹1,925 CrTurning around
Jai Corp Ltd10.3×₹1,761 CrMixed
Delta Corp Ltd18.9×₹1,687 CrDeteriorating
Aeroflex Enterprises Ltd22.2×₹1,441 CrImproving
TCC Concept Ltd20.5×₹1,293 CrMixed
Gulshan Polyols Ltd28.5×₹1,217 CrImproving
Unitech Ltd₹1,146 CrNo read
Jindal Photo Ltd₹1,104 CrNo read
GKW Ltd₹980 CrDeteriorating
Shree Vasu Logistics Ltd154.0×₹888 Cr
IIRM Holdings India Ltd36.3×₹886 CrNo read
Stanley Lifestyles Ltd61.4×₹879 CrDeteriorating
Parin Enterprises Ltd125.0×₹810 CrMixed
FlySBS Aviation Ltd13.3×₹807 Cr
Exhicon Events Media Solutions Ltd19.6×₹799 CrNo read
Tandhan Industries Ltd₹746 CrNo read
Exhicon Events Media Solutions Ltd19.7×₹731 CrNo read
Prozone Realty Ltd62.5×₹668 CrNo read
Aqylon Nexus Ltd₹666 CrNo read
Take Solutions Ltd3,222.0×₹644 CrNo read
Aqylon Nexus Ltd₹639 CrNo read
Maagh Advertising & Marketing Services Ltd₹572 CrNo read
IIRM Holdings India Ltd28.4×₹569 CrNo read
Shree Rama Newsprint Ltd₹532 CrNo read
Global Education Ltd19.6×₹519 CrTurning around
Qualitek Labs Ltd35.0×₹513 Cr
R K Swamy Ltd21.0×₹512 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Sagility Ltd's share price today?

Sagility Ltd trades at ₹41.8, −5.5% over the past year. The company is valued at ₹18,922 Cr. The stock sits at 25% of its 52-week range of ₹38–₹53, −3.3% versus its 200-day average. On the tape, the price is in a downtrend, 18 weeks in. — as of 24 July 2026.

What were Sagility Ltd's latest quarterly results?

Sagility Ltd reported revenue of ₹1,963 Cr and net profit of ₹217 Cr for the Jun 26 quarter. Revenue rose 27.6% and profit rose 45.6% year on year. Earnings per share were ₹0.46. The operating margin was 22.0%, 0.0 pp higher than a year earlier. — as of 24 July 2026.

What is Sagility Ltd's revenue?

Sagility Ltd reported revenue of ₹1,963 Cr in the Jun 26 quarter, +27.6% year on year. For the full FY26 fiscal year, revenue was ₹7,193 Cr (+29.1%). Over the last 4 years revenue compounded at 67.1% a year. — as of 24 July 2026.

What is Sagility Ltd's profit?

Sagility Ltd earned ₹217 Cr of net profit in the Jun 26 quarter, +45.6% year on year — the 8th straight quarter of growth. Full-year FY26 profit was ₹925 Cr. The operating margin ran 22.0% in the latest quarter. — as of 24 July 2026.

What is Sagility Ltd's market cap?

Sagility Ltd's market capitalisation is ₹18,922 Cr at a share price of ₹41.8. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Sagility Ltd's P/E ratio?

Sagility Ltd trades at a P/E of 18.4×, at the 1st percentile of its own 2-year range, against a long-run median of 31.2×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Sagility Ltd pay a dividend?

Yes — Sagility Ltd's dividend payout was 8% of profit in FY26, and it recorded a payout in 1 of its last 5 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is Sagility Ltd overvalued?

On its own history, Sagility Ltd looks cheap against its own history: its P/E of 18.4× has been cheaper only 1% of the time in 2 years (long-run median 31.2×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is Sagility Ltd growing?

Yes — Sagility Ltd is growing: latest-quarter revenue +27.6% year on year, profit +45.6%, and the margin +0.0 pp at 22.0%. The earnings engine currently reads: improving — as of 24 July 2026.

How is Sagility Ltd performing?

Sagility Ltd is in a downtrend, 18 weeks in. Its latest quarter's revenue rose 27.6% and profit rose 45.6% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 8 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is Sagility Ltd in?

Mixed — no clean majority across the growth curves, ROCE lifting at 13.6% — the per-curve reads carry the story. The read comes from the last 12 quarters of growth (revenue growth +27.6% latest, profit growth +45.6% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Sagility Ltd in an uptrend?

No — the price is in a downtrend (week 18 of stage 4), trading −3.3% versus its 200-day average and at 25% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Sagility Ltd beating the market?

Not lately — on a trailing-13-week view Sagility Ltd is currently behind the NIFTY 500 (8 weeks and counting; last ahead the week of 2026-06-12), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 1.7 years the stock moved +46% against the NIFTY 500's +6% — ahead of the index over the full window. — as of 24 July 2026.

Will Sagility Ltd's share price go up?

This page publishes no price forecast for Sagility Ltd. What it measures instead: the share price is ₹41.8, the price is in a downtrend 18 weeks in. Its P/E of 18.4× sits at the 1st percentile of its own 2-year range. Direction is not something this site claims to know. — as of 24 July 2026.

Who owns Sagility Ltd?

Promoters hold 51.0% of Sagility Ltd, foreign institutions 10.0%, domestic institutions 21.4% and the public 17.6% (latest quarter). The biggest move on the register over the last two years: Promoters cut 31.4 points over 6 quarters. — as of 24 July 2026.

Does Sagility Ltd have too much debt?

No — Sagility Ltd's debt-to-equity is 0.12, and operating profit covers the interest bill 18×. FY26 borrowings were ₹1,111 Cr against equity of ₹9,659 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.

What is Sagility Ltd's capex?

Sagility Ltd spent ₹2,431 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹885 Cr, with ₹39.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Sagility Ltd's cash flow?

Sagility Ltd generated ₹1,203 Cr of operating cash flow in FY26 and ₹318 Cr of free cash flow after ₹885 Cr of capital spending. Reported profit that year was ₹925 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Sagility Ltd's profit real cash?

Yes — over the last 3 fiscal years, 200% of Sagility Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹1,203 Cr against reported profit of ₹925 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is Sagility Ltd in its business cycle?

Sagility Ltd's FY26 operating margin was 24.0%, against a 5-year band of 21.0%–25.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 22.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Sagility Ltd story?

The sharpest disagreement: annual EPS moved +72.2% against a −5.5% price move — the market has not yet caught up with the delivery. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Sagility Ltd a stock worth studying right now?

This is not investment advice. The machine read: Sagility Ltd's earnings have outrun its stock. EPS grew +72.2% in a year against a −5.5% price move. The sharpest open question: whether the price catches up with earnings that have already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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