ALFA Finder| Revenue growth | 14.3% YoY |
|---|---|
| Margins | EBITDA margin at 21.7% vs 21.4% YoY |
| Order book | Recent multi-million dollar Managed Security deal |
| Demand visibility | 306 active customers; 94.4% repeat business |
| Management confidence | High on AI-native delivery |
Growth
Revenue grew 14.3% YoY and 4.0% QoQ. PAT increased 18.3% YoY to ₹6,760 Lakhs.
Outlook
Focusing on 'Agentic AI' leadership and expansion in BFSI and Healthcare verticals. DSO stands at 92 days.
Risks
Voluntary attrition remains at 15.4%; high reliance on the USA market (56.9% of revenue).
Last quarter's promises, checked
Delivered
- Guided EBITDA 20-22% → delivered 21.7% (= BEAT)
- Guided 12.5% revenue growth → delivered 14.3% (= BEAT)
- Target 1,000 AI team by FY27 → delivered 75% talent GenAI-enabled (= BEAT)
Partly delivered
- Target DSO reduction from 94 days → delivered 92 days (= PARTIAL)
Missed
- Target 100bps margin improvement (17.5-18.5%) → delivered 17.5% (= MISS)
Investor Presentation filed with BSE, NSE: HAPPSTMNDS. Summary written with AI assistance from the document.
Happiest Minds Technologies Ltd: key numbers
- Share price
- ₹313.45
- Market cap
- ₹4,773 Cr
- Revenue (annual)
- ₹2,315 Cr
- Net profit (annual)
- ₹212.6 Cr
- P/E (TTM)
- 20.6×Sector 23.7×
- Promoter holding
- 44.21%+0.00% QoQ
- FII holding
- 6.51%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Happiest Minds Technologies Ltd
All →Happiest Minds Technologies Earnings Call Transcript: Key Takeaways
Q2 revenue of ₹645 Cr (+12.5% YoY INR, +6.8% cc), with margin up 100bps to 18.5%. US stagnation and rising DSO are key concerns; ITC Infotech merger pending.
Happiest Minds Technologies Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹645.4 Cr (+12.5% YoY), PAT ₹62.2 Cr (9.3% margin), adjusted PAT ₹79.1 Cr (+20.7% YoY), EBITDA margin 21.3%. Proposed ITC Infotech merger pending.
Happiest Minds Technologies Results Update
Happiest Minds reported Q2 FY27 revenue of ₹645 Cr, up 12.5% y-o-y, with operating margins up 22.4%. It also declared an interim dividend of ₹3.05 per share with a November 6, 2026 record date.
Happiest Minds Technologies Dividend
Happiest Minds declared an interim dividend of ₹3.05 per equity share for FY2026-27. The record date is November 6, 2026, with payment by November 17, 2026.
Happiest Minds Technologies Q2 FY27 Results: Net Profit ₹62.2 Cr, Up 15.2% YoY
Happiest Minds Technologies Ltd reported revenue from operations of ₹645.4 Cr (+12.5% YoY) and net profit of ₹62.2 Cr (+15.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹62.2 Cr · +15.2% YoY
Happiest Minds Technologies Board Meeting Date
Happiest Minds has scheduled a board meeting on November 2, 2026 to approve unaudited quarterly and half-year financials and consider an interim dividend. This is an advance intimation of a future meeting, with agenda items still proposed.