Network People Services Technologies Limited (NPST) Earnings Call Transcripts

Network People Services Technologies Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Network People Services Technologies Limited (NPST:IN) reported a significant revenue increase of 143% year-over-year, reaching INR 68.46 crores, while full-year revenue totaled INR 209 crores. Despite this growth, the company experienced a decline in EBITDA margin from 37% to 31% and a net profit drop of 9.7%. Management maintained a strong outlook, projecting a 70% CAGR over the next three years, targeting revenues of INR 850-900 crores by FY '29, driven by a strategic shift towards high-margin international markets and AI-driven products.

Reported metrics

Guidance from management

Management maintained a strong growth outlook, projecting a 70% CAGR over the next three years, targeting revenues of INR 850-900 crores by FY '29, supported by strategic shifts towards high-margin international markets and AI-driven products.

What management said

Actually, Deepak has already told this year is transformation year. This year we have shifted from PPaaS to [indiscernible] average debtor period is high. That we have already mentioned in our report also. Now we are gradually shifting from TSP to the better areas or interaction where credit period will be less. So I hope this gradually will reduce this overall sales period and increase the EBITDA versus debt ratio.

I would suggest that you see this year because there is a tremendous trigger from the SaaS and the international revenue coming in. And if you balance out the entire year, you will see the EBITDA at the same level what you have seen last year -- last to last year.

What analysts pressed on

Analysts expressed concerns regarding negative cash flow from operations and the decline in EBITDA margins. There were questions about the sustainability of the growth rate and the impact of the shift from PPaaS to TSP on profitability and cash flow conversion going forward.

Main topics on the call

• Revenue Growth — NPST's revenue surged by 143% YoY in Q4 FY '26 to INR 68.46 crores, contributing to a full-year revenue of INR 209 crores. Management stated, "We have bagged a large RegTech order, including central payment body internat...
• EBITDA Margin Decline — The EBITDA margin fell from 37% in FY '25 to 31% in FY '26, attributed to a shift from high-margin PPaaS to lower-margin TSP business. Management acknowledged, "The segment in which we operated last year... impacted the ...
• Future Growth Guidance — Management projected a 70% CAGR over the next three years, targeting INR 850-900 crores in revenue by FY '29. They expressed confidence, stating, "We have a very, very strong funnel," indicating a solid pipeline for futu...
• Shift to High-Margin Products — The company is pivoting towards high-margin SaaS and RegTech products, with expectations of improved margins. Management noted, "We are consciously reducing volumes from concentrated dependencies and low monetization pay...

Read the full Network People Services Technologies Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Network People Services Technologies Limited earnings call transcripts on record, spanning February 14, 2025 to June 29, 2026. Based on this history, Network People Services Technologies Limited reports quarterly. The most recent call on file is dated June 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NPST

Exchange

NSEI

Country

IN

Sector

Financials

Industry

Financial Services

Calls on record

7

First call

February 14, 2025

Most recent

June 29, 2026

Reporting cadence

quarterly