Sagility (SAGILITY) Investor Day 2026 summary

Strategic roadmap and market positioning

• Focus on U.S. healthcare operations transformation, leveraging deep domain expertise and technology-led solutions, with 87-88% revenue from payers and 12-13% from providers.

• Long-term, sticky client relationships with 7 of the top 10 U.S. payers, averaging 18 years with top clients, and consistent double-digit growth over the last five years.

• Recognized as a leader in intelligent payer operations, revenue cycle management, and generative AI services by industry analysts.

• Strategic expansion into mid and small markets, with bundled technology and operations solutions, and new offerings such as payment integrity and HEDIS abstraction.

• Strong partnerships with leading technology and consulting firms enhance solution delivery and scalability.

AI and technology integration

• AI and agentic AI are positioned as force multipliers, enabling cost reduction and operational efficiency for clients.

• Proprietary SmartTech Agents and Synchrony solutions automate complex workflows, blending AI with human expertise for compliance and explainability.

• AI-driven platforms are used internally to enhance hiring, training, and operational efficiency, with ongoing initiatives to further leverage AI across the organization.

• Technology strategy centers on modular, reusable components, robust partner ecosystem, and integration with leading enterprise platforms.

• Compliance with SOC 2 and HITRUST standards ensures secure, auditable, and explainable AI deployments.

Financial performance and growth outlook

• FY25 revenue from operations reached $658.3M, reflecting 14.9% year-over-year growth; adjusted EBITDA margin for 9M FY26 at 25.5%.

• Consistent double-digit revenue growth and stable EBITDA margins (24-25%) over the past five years, with top five clients growing 9.9% and the rest of the portfolio 28% in the last year.

• Adjusted PAT margin for 9M FY26 stands at 15.9%, with adjusted EPS at 2.27 INR and ROCE around 50%.

• Net debt reduced to $71.5M and net debt to adjusted EBITDA improved to 0.37x by TTM Dec 25.

• Margin strategy balances passing efficiency gains to clients with maintaining healthy margins, aiming for continued growth at historical rates (low double digits to mid-teens).