ALFA Finder| Revenue growth | 23% YoY for FY26; 18% YoY for Q4 FY26. |
|---|---|
| Margins | FY26 Gross Margin at 57% (₹1,786 Cr). Q4 EBITDA margin ~25%. |
| Order book | 99 destiny deals in pipeline; 21 destiny-class wins in FY26. |
| Demand visibility | Strong; Pipeline value at ₹12,099 Cr (+18% YoY). |
| Management confidence | High; citing 'Growth by Design' and deliberate 3-year cycles. |
Growth
FY26 Revenue grew 23% YoY; License-linked revenue surged 34% YoY. Platform revenue jumped 141% YoY in FY26.
Outlook
Projecting five new design bets including AI-First, Mainframe to Cloud, and Wholesale Banking Ecosystem for next 3 years.
Risks
Risks include intense IT competition, wage increases, rupee appreciation, and dependency on fixed-price contracts.
Earnings Call filed with BSE, NSE: INTELLECT. Summary written with AI assistance from the document.
Intellect Design Arena Ltd: key numbers
- Share price
- ₹521.35
- Market cap
- ₹7,334 Cr
- Revenue (annual)
- ₹3,038 Cr
- Net profit (annual)
- ₹345.4 Cr
- P/E (TTM)
- 20.7×Sector 23.6×
- Promoter holding
- 29.56%-0.06% QoQ
- FII holding
- 21.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Intellect Design Arena Ltd
All →Intellect Design Arena Annual General Meeting
Intellect Design Arena seeks shareholder approval via postal ballot to appoint Suresh Eshwara Prabhala as Independent Director for five years from October 30, 2026. E-voting runs until December 15, 2026.
Intellect Design Arena Investor Presentation: Key Takeaways
Q2 FY27 total income ₹878 Cr (+11% YoY), revenue from operations ₹855 Cr (+13%), PAT ₹104 Cr (+2%). Strategy centres on AI-native MSOCK launch, eMACH.ai wins and a ₹13,125 Cr pipeline.
Intellect Design Arena Results Update
Intellect reports LTM revenue of ₹3,388 Cr, up 17% YoY, with Q2 FY27 income at ₹878 Cr. The company launched MSOCK and appointed a new Independent Director.
Intellect Design Arena Management Change
Intellect Design Arena appointed Suresh Eshwara Prabhala as Non-Executive Independent Director for a 60-month term. The board meeting approving this was held on 30 October 2026.
Intellect Design Arena Q2 FY27 Results: Net Profit ₹103.8 Cr, Up 1.9% YoY
Intellect Design Arena Ltd reported revenue from operations of ₹846.7 Cr (+11.7% YoY) and net profit of ₹103.8 Cr (+1.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹103.8 Cr · +1.9% YoY
Intellect Design Arena Employee Stock Options
Intellect Design Arena granted 1,83,500 RSUs to 19 associates under its ISOP/RSU 2016 scheme. This ESOP grant carries no transaction value for the event.
- Execution
- Vesting over 1st to 5th year from grant