Скачать или смотреть Persistent Systems: Spearheading the AI-First Future - FinGlimpse Business

Join us on FinGlimpse as we delve into Persistent Systems, a global leader in digital engineering and enterprise modernisation, which is currently on a high-growth trajectory. Centrum Institutional Research initiated coverage on the company with a BUY rating and a target price of Rs 7,245/share, forecasting a 20% return.

Discover how Persistent Systems has demonstrated robust and consistent growth, achieving $1.4 billion in annual revenue in FY25 with a CAGR of 25.6% during FY21-25. We'll explore its strategic pivot towards an AI-first approach and platform-driven solutions, leveraging proprietary platforms like SASVA, iAURA, and GenAI Hub, which are seen as non-discretionary investments for both transformation and cost optimisation.

The podcast will cover Persistent's diversified revenue base across BFSI (around 32%), Healthcare and Life Sciences (about 27%), and Technology Companies & Emerging Verticals (approximately 41%), ensuring a well-balanced mix. We'll also examine its disciplined M&A strategy, focusing on "tuck-in" acquisitions that enhance technological expertise in areas like cloud, AI, and data privacy, rather than just revenue aggregation. Recent acquisitions in FY25 include Arrka Infosec, key assets from SoHo Dragon, and Starfish Associates, strengthening its privacy, AI governance, BFSI, and contact centre solutions.

Learn about the company's strong financial health, including EBITDA margins averaging close to 17% and RoCE improving to 29.2% by FY25, with expectations for further margin expansion and return ratio increases by FY28. With a debt-free status and consistent, growing absolute dividend payouts, Persistent Systems presents a compelling investment case.

Tune in to understand why Persistent Systems' robust order book, deep client relationships in high-growth digital and AI services, and visionary leadership under Dr. Anand Deshpande and Sandeep Kalra position it strongly for continued success in the evolving IT services landscape.


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