Sagility India Ltd
Incorporated in July 2021, Sagility India Limited (formerly Berkmeer India Pvt. Ltd) provides healthcare-focused technology-enabled solutions and services primarily to U.S.-based clients in the payer and provider segments.[1]
- Market Cap ₹ 21,389 Cr.
- Current Price ₹ 45.7
- High / Low ₹ 56.4 / 27.0
- Stock P/E 294
- Book Value ₹ 21.3
- Dividend Yield 0.00 %
- ROCE 2.63 %
- ROE 1.36 %
- Face Value ₹ 10.0
Pros
- Company has reduced debt.
Cons
- Though the company is reporting repeated profits, it is not paying out dividend
- Company has low interest coverage ratio.
- Tax rate seems low
- Promoters have pledged 100% of their holding.
- Company has high debtors of 204 days.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2022 8m | Mar 2023 | Mar 2024 | |
|---|---|---|---|
| 281 | 1,371 | 1,495 | |
| 169 | 891 | 982 | |
| Operating Profit | 112 | 479 | 512 |
| OPM % | 40% | 35% | 34% |
| 7 | 47 | 21 | |
| Interest | 29 | 121 | 116 |
| Depreciation | 83 | 356 | 357 |
| Profit before tax | 8 | 50 | 61 |
| Tax % | 45% | 29% | -19% |
| 4 | 35 | 73 | |
| EPS in Rs | 0.02 | 0.18 | 0.17 |
| Dividend Payout % | 0% | 0% | 0% |
| Compounded Sales Growth | |
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| TTM: | 9% |
| Compounded Profit Growth | |
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| TTM: | 107% |
| Stock Price CAGR | |
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| Last Year: | 1% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2022 | Mar 2023 | Mar 2024 | Sep 2024 | |
|---|---|---|---|---|
| Equity Capital | 1,919 | 1,919 | 4,285 | 4,679 |
| Reserves | 3 | 23 | 4,429 | 5,290 |
| 1,520 | 1,531 | 1,305 | 1,146 | |
| 241 | 224 | 257 | 263 | |
| Total Liabilities | 3,683 | 3,697 | 10,276 | 11,379 |
| 2,969 | 2,662 | 2,410 | 2,405 | |
| CWIP | 1 | 0 | 5 | 0 |
| Investments | 0 | 0 | 6,698 | 7,813 |
| 712 | 1,035 | 1,163 | 1,161 | |
| Total Assets | 3,683 | 3,697 | 10,276 | 11,379 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2022 | Mar 2023 | Mar 2024 | |
|---|---|---|---|
| 11 | 251 | 430 | |
| -3,171 | -103 | -33 | |
| 3,206 | -155 | -414 | |
| Net Cash Flow | 46 | -7 | -17 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2022 | Mar 2023 | Mar 2024 | |
|---|---|---|---|
| Debtor Days | 734 | 216 | 204 |
| Inventory Days | |||
| Days Payable | |||
| Cash Conversion Cycle | 734 | 216 | 204 |
| Working Capital Days | 507 | 181 | 178 |
| ROCE % | 5% | 3% |
Documents
Announcements
- Revised Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011. 9h
- Revised Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011. 9h
- Revised Disclosures under Reg. 31(1) and 31(2) of SEBI (SAST) Regulations, 2011. 9h
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
1d - Schedule of Investor Meeting pursuant to Regulation 30 read with Schedule III of the SEBI (LODR) Regulations, 2015
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
1d - Schedule of Investor Meeting pursuant to Regulation 30 read with Schedule III of the SEBI (LODR) Regulations, 2015
Concalls
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Feb 2025Transcript PPT REC
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Nov 2024Transcript PPT REC
Market Share [1] Headquartered in Bangalore, the company serves only US customers. It holds 1.23% of the U.S. healthcare outsourcing market as of 2023.
Client Segmentation[2]
- Payers: Health insurance companies that finance and reimburse healthcare services. Sagility provides them with services like claims processing, payment integrity, and clinical management.
- Providers: Hospitals, physicians, and diagnostic centers, with services focused on revenue cycle management (RCM) that includes insurance verification, billing, and accounts receivable follow-up.