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Investor Presentation

Happiest Minds Technologies Investor Presentation: Key Takeaways

Happiest Minds announced a strategic merger with ITC Infotech to create India’s 11th largest listed IT services player, targeting $1 billion revenue by FY28.

Guidance and delivery
Management target Revenue FY28
Highlights
MarginsTargeting 18.1% adjusted EBITDA margin on combined basis.
Order bookCombined access to Fortune 500 and enterprise accounts.
Demand visibilityStrong AI-led transformation opportunities identified.
Management confidenceHigh; aiming for $1B revenue scale via merger synergies.

Growth

Combined FY26 pro-forma revenue is estimated at ₹7,033 Cr with an 18.1% adjusted EBITDA margin.

Outlook

Targeting US$1 billion annual revenue by FY28; synergy focus on AI-led transformation and geographic expansion into Europe.

Risks

Regulatory approvals required from CCI, SEBI, and NCLT; integration risks and 15-month indicative timeline.

Last quarter's promises, checked

Delivered

  • FY27 revenue guidance → 12.5% (= BEAT - Current call summary shows pro-forma scaling)
  • EBITDA margin expectation 17.5%-18.5% → delivered 21.7% (= BEAT)
  • Billion-dollar customers → increased from 91 to 92 (= BEAT)

Partly delivered

  • GBS revenue target → 5.5-6% of revenue (= PARTIAL - still below 10% target)
Source

Investor Presentation filed with BSE, NSE: HAPPSTMNDS. Summary written with AI assistance from the document.

Read the document ↗

Happiest Minds Technologies Ltd: key numbers

Share price
₹310.50
Market cap
₹4,728 Cr
Revenue (annual)
₹2,315 Cr
Net profit (annual)
₹212.6 Cr
P/E (TTM)
21.2×Sector 22.1×
Promoter holding
44.21%+0.00% QoQ
FII holding
6.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:14 IST BSE
Debt & Borrowing

Happiest Minds Technologies Debt & Borrowing: ₹0.66 Cr

Happiest Minds Technologies made a quarterly interest payment of Rs.0.66 Crore on its listed non-convertible debentures.

Value
₹0.66 Cr
18:12 IST BSE
Debt & Borrowing

Happiest Minds Technologies Debt & Borrowing: ₹35.66 Cr

Happiest Minds Technologies made a total debt payment of ₹35.66 Crore, comprising the principal redemption of ₹35 Crore and interest payment of ₹0.66 Crore.

Value
₹35.66 Cr
17:02 IST BSE
Share Pledge

Happiest Minds Technologies Share Pledge

ITC Infotech India Limited disclosed the creation of a non-disposal undertaking over 1,69,11,471 shares of Happiest Minds Technologies Limited. The encumbrance is pursuant to a share agreement.

21:08 IST BSE
Annual General Meeting

Happiest Minds Technologies Annual General Meeting

Happiest Minds Technologies has issued a postal ballot notice to seek shareholder approval for shifting its registered office from Karnataka to West Bengal.