Persistent Systems Q2 2025 Performance Analysis: Revenue, Profit & Outlook

Key Takeaways
- Q2 2025 revenue jumped 23.6% YoY to ₹3,580 crore; profit rose 45% YoY to ₹471 crore.
- EBIT margin expanded to 16.3% and operational efficiency improved significantly.
- Order bookings remained strong with $609.2 million TCV.
- Share price jumped 7% post-results, reflecting investor confidence.
- Swastika Investmart offers robust research tools and support for tech sector investing.
Persistent Systems Q2 2025: Revenue, Profit & Outlook
India’s mid-cap IT giant Persistent Systems continues to deliver robust results despite global and domestic market challenges. The Q2 2025 earnings not only surpassed analyst expectations but also highlighted Persistent’s operational agility, AI strategy, and broad-based demand.
Persistent’s Q2 FY26 Financial Performance: By the Numbers
For the quarter ended September 30, 2025, Persistent Systems reported consolidated revenue of ₹3,580 crore — a 23.6% year-on-year surge, and an impressive 7.5% sequential growth over Q1. Dollar revenue rose to $406.2 million, up 17.6% YoY.
Bottom line performance was even stronger:
- Net profit (PAT) soared 45.1% YoY to ₹471.4 crore, beating estimates handsomely.
- EBIT (operating profit) rose 43.7% YoY to ₹583 crore, giving an expanded margin of 16.3%, up 71 basis points QoQ.
The EBIT margin expansion signals a sharp improvement in operational efficiency, even as global IT spending showed signs of volatility during the period.
Order Wins, Business Momentum & AI Edge
Persistent’s order book momentum remained strong with Total Contract Value (TCV) for the quarter at $609.2 million and Annual Contract Value (ACV) at $447.9 million. Growth was broad-based across BFSI, healthcare, and product engineering services, with the company leveraging its domain strengths and proprietary AI solutions for digital transformation.
Leadership cited their platform-led AI strategy as a key differentiator, helping global clients modernize operations and drive measurable business value. The company’s ongoing partnerships with hyperscalers and strategic enterprise customers continue to drive annuity revenues.
Market Impact & Share Price Response
Persistent’s strong results led to a 6–8% rally in its stock price, touching new highs as investors and brokers upgraded their outlook for the stock and sector. The company’s consistency, marked by its 22nd consecutive quarter of revenue growth, has bolstered market confidence even as some peers struggle with margin compression.
Examples from the recent analyst calls include enthusiastic responses to Persistent’s ability to manage wage hikes and cost pressures, with management sharing a clear roadmap to sustain margins even as wage costs rise in Q3.
Indian Market Context & Regulatory Notes
Persistent’s performance comes amid a broader wave of resilience among India’s leading IT and digital engineering firms. The company operates in full compliance with SEBI and Indian IT regulatory frameworks, maintaining best-in-class transparency in reporting and IR practices. As India’s digital transformation deepens — supported by government initiatives and Digital India policy — Persistent’s services remain well-placed to benefit from expanding technology adoption.
Swastika Investmart: Smart Investing in the Indian Tech Sector
For investors aiming to participate in the tech sector’s growth, Swastika Investmart offers a SEBI-registered platform with excellent research, tech-powered tools, and customer support. Its ongoing commitment to investor education ensures smarter decisions and a seamless investing experience in Indian and global IT stocks.
FAQs
Q: What was Persistent Systems’ Q2 2025 revenue and profit?
A: Revenue was ₹3,580 crore (up 23.6% YoY), and net profit was ₹471.4 crore (up 45% YoY).
Q: Why did margins improve this quarter?
A: Expanded EBIT margin (16.3%) was due to operational efficiency, higher-value order wins, and cost management.
Q: How did the market respond to Persistent’s Q2 results?
A: The stock rallied 6–8% post-results, reflecting investor optimism and positive broker upgrades.
Q: What is the outlook for upcoming quarters?
A: Persistent targets continued growth, with a focus on AI, digital platforms, and managing wage-cost impacts in Q3.
Q: Why should investors consider Swastika Investmart?
A: For research-backed IT stock investing, SEBI compliance, and investor support, Swastika Investmart stands out in the market.
Conclusion
Persistent Systems’ Q2 2025 performance underscores its operational excellence, tech-forward growth strategy, and resilience in a competitive sector. As digital acceleration in India creates new investment opportunities, aligning with a trusted platform like Swastika Investmart can help investors make informed, confident choices.


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