Coforge reported Q4 FY26 revenue of ₹4,450.4 crore, marking a remarkable 30% year-on-year increase. In dollar terms, this revenue equates to $489.1 million, representing a 21.2% year-on-year rise. The company also achieved an EBITDA of ₹916.8 crore with an EBITDA margin of 20.6%, indicating strong operational efficiency.

Notably, Coforge’s EBIT margin reached 16.6%, its highest-ever quarterly margin, while net profit surged by 144.8% quarter-on-quarter to ₹612.3 crore. Such financial metrics are indicative of the company’s robust order book and overall growth trajectory.

The total order intake for FY26 stood at $2,262 million, and Coforge’s executable order book for the upcoming 12 months is estimated at $1.75 billion—an increase of 16.4% year-on-year. Management has expressed confidence in sustaining this momentum, projecting revenue growth exceeding 20.5% EBITDA margin in FY27.

Market analysts have responded positively to these developments; approximately 70% of analysts maintain a Buy rating on Coforge shares, while only 10% suggest Hold and 20% recommend Sell positions. Notably, Motilal Oswal set a target price of ₹1,800 for Coforge, indicating potential upside of up to 54%, while Nuvama has targeted ₹2,200 with an emphasis on higher profitability and cash flows.

Coforge’s management attributes much of its success to advancements in AI technology aimed at improving productivity and reducing manual effort across operations—factors that have become increasingly critical in today’s competitive landscape.

Investors should remain vigilant regarding the sustainability of Coforge’s Q4 EBITDA margin of 20.6%, as well as whether the benefits derived from AI-led productivity will continue to manifest in future profitability. Additionally, uncertainties linger regarding how AI might influence pricing within traditional IT services.

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