Sagility

June 11 (Reuters) - Sagility Ltd SAGL.NS:

• SAGILITY - SIGNS DEFINITIVE AGREEMENT FOR ACQUISITION OF CARESEED

• SAGILITY LTD - AGGREGATE PURCHASE CONSIDERATION OF UPTO $30 MILLION

Source text: ID:nBSE13vlxx

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June 4 (Reuters) - Sagility Ltd SAGL.NS:

• SAGILITY - RECEIVES TAX ORDER WITH DEMAND OF 9 MILLION RUPEES FOR APRIL 2022-MARCH 2023

Source text: ID:nBSE1fPdtj

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May 19 (Reuters) - Sagility Ltd SAGL.NS:

• SAGILITY LTD - GETS INCOME TAX DEMAND REVISED FROM 1 BILLION RUPEES TO 566.8 MILLION RUPEES

Source text: ID:nBSE7PD3hn

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** Shares of Sagility India SAGL.NS rise as much as 2.58%, last up 1.44% to 43.71 rupees

** Co reported 41.2% y/y rise in Q4 profit to 2.58 billion rupees ($26.97 million), revenue jumped 29% y/y

** J.P.Morgan ("overweight"; TP: 63 rupees) says revenue beat expectations and sees upside to margins despite slightly lower FY27 revenue guidance; says AI-led pricing pressure is already factored into guidance

** Nomura ("buy"; TP: 58 rupees) says co remains on track for early double-digit growth in FY27, aided by strong demand during the U.S. healthcare enrollment season

** YTD, stock down 17.2%

($1 = 95.6625 Indian rupees)

(Reporting by Surbhi Misra in Bengaluru)

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May 12 (Reuters) - Sagility Ltd SAGL.NS:

• SAGILITY MARCH-QUARTER CONSOL NET PROFIT 2.58 BILLION RUPEES

• SAGILITY MARCH-QUARTER CONSOL REVENUE FROM OPERATIONS 20.24 BILLION RUPEES

Source text: ID:nnAZN4SVQVW

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** Shares of Sagility SAGL.NS rise as much as 7.72% to 40.2 rupees

** Nomura initiates coverage of SAGL, a technology services provider to healthcare industry, at "buy" and a price target of 55 rupees, implying a potential upside of 47.4% to stock's last close

** Nomura says SAGL's outsourcing and artificial intelligence (AI) efficiency are fueling its growth momentum

** SAGL will be a key beneficiary of AI, as clients transition from transactional to outcome-based services, and will deliver a healthy revenue (dollar) growth of 12% CAGR over fiscal years 2026 and 2028, Nomura says

** The average rating of seven analysts who track SAGL is "strong buy"; median price target at 66 rupees, data compiled by LSEG shows

** SAGL shares down 24% in 2026 so far, mirroring the 21.3% drop in IT index .NIFTYIT, exchange data shows

(Reporting by Bharath Rajeswaran in Bengaluru)

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Updates

** Jefferies downgrades six Indian IT companies, citing expected structural changes in business from disruption caused by AI tools

** Downgrades India's largest IT exporter TCS TCS.NS to "underperform" from "hold"; cuts Infosys INFY.NS and HCLTech HCLT.NS to "hold" from "buy"

** Downgrades LTIMindtree LTIM.NS and Hexaware Technologies HEXW.NS to "underperform", Mphasis MBFL.NS to "hold"

** Nifty IT .NIFTYIT down 1.1%, top laggard among major sectors

** "AI may structurally change IT business mix towards consulting/implementation while shrinking managed services. This would not only increase cyclicality but also require a change in talent/operating model - thus adding risks" - Jefferies
** Brokerage cuts earnings estimates for IT cos by 1%-4%; expects 6% earnings CAGR over FY26-FY28

** Adds, IT stocks offer higher downside risk than upside even as Nifty IT index .NIFTYIT down 16% YTD

** Jefferies says Coforge COFO.NS, Sagility SAGL.NS, Inventurus Knowledge INVU.NS are its top picks in the sector

** MBFL, INFY down 1.6% each, while LTIM down 2%; TCS down 0.3%

** COFO and HEXW down 2.3% and 2.8%, respectively

(Reporting by Vivek Kumar M)

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** Jefferies says an uncertain growth outlook and a slow recovery that threaten fiscal year 2027 earnings could keep India's information technology stocks under pressure

** The Nifty IT index .NIFTYIT is down 13% in 2025, trailing the Nifty 50's .NSEI 11% gain, leading to a sharp price-to-earnings de-rating

** The drop is driven by about 700.3 billion rupees ($7.83 billion) of foreign outflows in 2025 through October 31, the most from any sector, NSDL data shows

** Growth worries and AI-related uncertainty could cap multiples, even if cheaper valuations offer better entry points, says Jefferies

** Adds mid-cap IT has outperformed on relatively better earnings, naming Coforge COFO.NS, Sagility SAGL.NS and Hexaware HEXW.NS as its preferred mid-caps

** Identifies Infosys INFY.NS and HCLTech HCLT.NS as its top large-cap picks.

($1 = 89.4690 Indian rupees)

(Reporting by Komal Salecha and Bharath Rajeswaran)

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** Attractive value "hard to find" in Indian equities outside financials, with MSCI India's 1-year forward PE at 23.3x, and 26.4x excluding financials, well above 10-year averages :Jefferies

** With Indian markets expected to move sideways in the near term, bottom-up stock picking will be key, brokerage says

** Adds, newly listed auto parts firm Belrise Industries BELR.NS, IT services company Sagility SAGL.NS, and Adani Energy Solutions ADAI.NS to its model portfolio

** Sagility is added by trimming Infosys' INFY.NS weight; Belrise replaces Eicher Motors EICH; and Adani Energy takes Nuvama Wealth's NUVA.NS spot following regulatory curbs on derivatives trading

** Jefferies now identifies 11 Indian stocks as value buys under its coverage (except financials)

** The changes reflect focus on selective, fundamentals-driven bets amid rich valuations, according to Jefferies

** BELR shares are up 2.1%, while SAGL and ADAI are down 1.5% and 1%, respectively

(Reporting by Bharath Rajeswaran in Bengaluru)

(([email protected]; +91 9769003463;))

Feb 5 (Reuters) - Sagility India Ltd SAGL.NS:

• SAGILITY INDIA DEC-QUARTER CONSOL NET PROFIT 2.17 BILLION RUPEES

• SAGILITY INDIA DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 14.53 BILLION RUPEES

Source text: ID:nBSE7svh

Further company coverage: SAGL.NS

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** Shares of Sagility India Ltd SAGL.NS climb an exchange-allowed maximum of 5% to 47.73 rupees

** Health tech provider late on Wednesday said it acquired peer BroadPath Healthcare Solutions in a 5.02 billion rupees ($58 million) cash deal

** Acquisition to add 30 new clients for SAGL

** SAGL counts U.S.-based health insurers and hospitals among its clients

** Stock trims losses in Jan to 9.9%, but is up ~60% from its IPO price of 30 rupees; stock had trading debut on Nov. 5, 2024

($1 = 86.5650 Indian rupees)

(Reporting by Nandan Mandayam in Bengaluru)

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** Shares of healthcare-focused services provider Sagility India SAGL.NS fall 3.4% to 52.06 rupees

** More than 6 mln shares traded in 6 block deals; 4 deals at a discount of 5% to previous close, while others at a 0.3%-0.4% premium - data compiled by LSEG

** Sagility shares up ~68% since Nov. 12 listing

(Reporting by Vijay Malkar)

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** Shares of healthcare tech services provider Sagility India SAGL.NS climb 5% to a fresh record high of 48.93 rupees

** Stock set for seventh straight session of gains

** J.P.Morgan initiates coverage on SAGL with "overweight" rating, PT of 54 rupees

** On Monday, Jefferies initiated coverage with "buy"; stock had jumped ~5% to a record high

** SAGL to benefit from structural tailwinds such as increased outsourcing in U.S. healthcare as clients look for cost-efficient options, JPM says

** Company's revenue growth to see limited volatility as it largely addresses non-discretionary operations spending - JPM

** Stock climbs ~67% since listing on Nov. 12

(Reporting by Kashish Tandon in Bengaluru)

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** Sagility SAGL.NS rises as much as 4.6% to a record high of 47.3 rupees; set for sixth straight session of gains

** Jefferies initiates with "buy"; PT of 52 rupees

** Expects healthcare business process management co to achieve robust growth over FY25-FY27, projecting a CAGR of 12% in rev and 40% in PAT

** Says SAGL can continue to beat market growth driven by scope to mine existing clients, scale up new mid-market accounts and mergers and acquisitions

** Adds co's deep domain expertise and end-to-end service offerings position it well to gain market share

** Stock up 60% since listing in mid-November

(Reporting by Ashna Teresa Britto in Bengaluru)

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** Sagility India SAGL.NS rises 6% to 31.80 rupees on market debut

** Health tech provider opens at 31.06 rupees vs issue price of 30 rupees, valuing co at 145.40 bln rupees ($1.72 bln)

** Stock climbs as much as 9.6%

** SAGL counts U.S.-based health insurers and hospitals among its clients

** Top shareholder Sagility B.V. sold 25% stake in co for 21.06 bln rupees (~$250 mln) via offer for sale route

** SAGL IPO oversubscribed 3.2x, led by demand from foreign investors, domestic banks and mutual funds

($1 = 84.3910 Indian rupees)

(Reporting by Nandan Mandayam in Bengaluru)

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