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Earnings Call

Infollion Research Services Earnings Call: Key Takeaways

Infollion achieved ₹102.99 Cr revenue (30% YoY growth) in FY26, driven by international expansion and new business verticals, despite margin compression from aggressive growth investments.

Highlights
Revenue growth30% YoY; H2 revenue declined sequentially from H1 due to seasonality.
MarginsEBITDA margin declined from ~18.4% to ~14.3% due to hiring/expansion.
Demand visibilitySoftness observed in Q4; international demand remains a primary focus.
Management confidenceHigh on long-term growth; views margin decline as strategic investment.

Growth

Revenue grew 30% to ₹102.99 Cr; EBITDA rose 1% to ₹14.73 Cr; PAT increased 2% to ₹12.72 Cr.

Outlook

Focus on scaling US/MENA markets; evaluating 2-3 M&A targets; ₹43 Cr cash reserved for inorganic growth.

Risks

Gross margins declined from 44% to 41% due to competitive pricing and client acquisition costs; Q4 volumes softened.

Source

Earnings Call filed with NSE, NSE: INFOLLION. Summary written with AI assistance from the document.

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Infollion Research Services Ltd: key numbers

Share price
₹152.00
Market cap
₹147.5 Cr
Revenue (annual)
₹100.3 Cr
Net profit (annual)
₹12.72 Cr
P/E (TTM)
11.6×Sector 40.2×
Promoter holding
51.65%
FII holding
1.03%Current quarter

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

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