Steel Authority of India Limited (SAIL) Earnings Call Transcripts

Steel Authority of India Limited's Latest Earnings Call - June 16, 2026

In the second quarter of fiscal year 2026, SailPoint, Inc. reported significant growth in its annual recurring revenue (ARR), reaching $1.4 billion, and provided an ambitious target of $2.1 billion ARR by fiscal year 2029. The company emphasized its expanding total addressable market (TAM), now estimated at $90 billion, driven by innovations in AI and identity governance. Management highlighted a strong demand for their Agentic Fabric solutions, which are expected to contribute over $800 million in ARR by FY '29, with 40% of revenue anticipated to come from AI-related offerings.

Reported metrics

Guidance from management

SailPoint maintains its guidance for FY '27 and aims to achieve over $2.1 billion in ARR by FY '29, with a focus on AI-related revenue growth and operational efficiency.

What management said

At Accenture You have a front row seat, the catbird seat to boardrooms and C-suites. And we've been telling investors today that this explosion of AI and agents is really creating a massive inflection point for customers and for us, frankly, about how you rethink security and strategies. So from your vantage point in this agentic shift, how -- what are the frameworks? Why are the frameworks that are built for human...

Yes. Super helpful. All right. So let's talk about some execution of our massive installed base that we kind of walk through. And we introduced, obviously, the SailPoint Agentic Acceleration here today, which is heavily automating this transition. And a natural question from really the larger community might be or probably should be or will be, how will this agentic innovation reshape the services industry from the t...

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape, particularly with recent acquisitions by Palo Alto and Okta, and how these might impact SailPoint's customer acquisition and retention strategies. There were also questions about the pace of customer migrations and the potential for increased churn among smaller accounts.

Main topics on the call

• Revenue Growth and Guidance — SailPoint expects to achieve over $2.1 billion in ARR by fiscal year 2029, representing a significant acceleration from the current $1.4 billion. Management stated, "We expect ARR growth to accelerate to over $2.1 billio...
• Total Addressable Market Expansion — The TAM has expanded from $55 billion to $90 billion, reflecting the growing importance of identity governance in the context of AI. CEO Mark McClain noted, "This $90 billion TAM reflects the aggressive expansion of trad...
• AI-Driven Revenue Potential — SailPoint anticipates that AI-related solutions will contribute over $800 million in ARR by FY '29, with a target of $100 million by the end of this fiscal year. Management stated, "We expect about 40% of that revenue to...
• Agentic Fabric Launch — The introduction of the Agentic Fabric is positioned as a key growth driver, enabling the governance of nonhuman identities and enhancing security. McClain emphasized, "We believe SailPoint is uniquely positioned with th...

Read the full Steel Authority of India Limited transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 29 Steel Authority of India Limited earnings call transcripts on record, spanning February 17, 2020 to July 28, 2026. Based on this history, Steel Authority of India Limited reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SAIL

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Metals and Mining

Calls on record

29

First call

February 17, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly