What led to this impressive rise? Coforge reported Q4 FY26 revenue of ₹4,450.4 crore, marking a remarkable 30% year-over-year increase. In dollar terms, this revenue translates to $489.1 million, reflecting a 21.2% increase compared to the previous year. Such numbers underscore the company’s robust operational capabilities and strategic positioning in the market.

The company’s EBITDA came in at ₹916.8 crore with an EBITDA margin of 20.6%, while the EBIT margin reached 16.6%, its highest-ever quarterly margin. This indicates not just growth in revenue but also improved efficiency and cost management—factors that are essential for sustaining long-term profitability.

Coforge’s net profit surged by 144.8% quarter-over-quarter to ₹612.3 crore, further solidifying its financial health. For FY26, total order intake stood at $2,262 million, and the executable order book for the next 12 months is valued at $1.75 billion, which is up 16.4% year-over-year. Such a strong order book suggests that Coforge is well-positioned for continued growth.

That context matters because analysts are optimistic about Coforge’s future performance. Management anticipates robust revenue growth in FY27 and plans to deliver more than a 20.5% EBITDA margin. Currently, 70% of analysts have a Buy rating on Coforge, while only 10% suggest Hold and 20% recommend Sell.

Investment firms are also bullish on Coforge’s prospects. Motilal Oswal has set a target price of ₹1,800 for the stock, indicating an upside potential of up to 54%. Meanwhile, Nuvama has a target price of ₹2,200 focused on higher profitability and cash flows as it integrates recent acquisitions.

Investors should watch whether Coforge can sustain its Q4 EBITDA margin of 20.6% and whether AI-led productivity benefits continue to reflect in profitability. However, uncertainties linger regarding how AI will affect pricing in traditional IT services—a question that remains open as the industry evolves.

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