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Investor Presentation

Intellect Design Arena Investor Presentation: Key Takeaways

Intellect Design Arena reported robust Q1 FY27 results with total income of ₹872 Cr, reflecting 19% YoY growth, driven by its AI-first strategy and eMACH.ai platform adoption.

Highlights
Revenue growth19% YoY in Q1 FY27.
MarginsGross Margin at 57% (₹494 Cr); EBITDA margin at 22%.
Order book61 deal wins and 92 transformations on LTM basis.
Demand visibilityStrong pipeline depth of ₹13,012 Cr (+15% YoY).
Management confidenceHigh, citing 'AI-first strategy is working' and strong pipelines.

Growth

Q1 Revenue rose 19% YoY to ₹872 Cr; PAT increased 8% YoY to ₹102 Cr. LTM revenue growth stands at 23%.

Outlook

Management targets sustainable growth through AI-powered platforms and strategic market expansion in North America, Europe, and Middle East.

Risks

Risks include intense competition, wage increases, currency fluctuations, and potential disruptions in telecommunication networks or international operations.

Last quarter's promises, checked

Delivered

  • Guided ₹700 Cr+ Revenue → delivered ₹753 Cr (= BEAT)
  • Guided 20% LTM Revenue Growth → delivered 23% (= BEAT)
  • Guided ₹200 Cr Purple Fabric Revenue target → confirmed on track (= BEAT)

Partly delivered

  • Guided 57% Gross Margin trend → delivered 54% (= PARTIAL)

Missed

  • Guided 20% EBITDA Margin → delivered 16% (= MISS)
Source

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

Read the document ↗

Intellect Design Arena Ltd: key numbers

Share price
₹633.05
Market cap
₹8,892 Cr
Revenue (annual)
₹3,038 Cr
Net profit (annual)
₹345.4 Cr
P/E (TTM)
25.2×Sector 22.1×
Promoter holding
29.62%-0.11% QoQ
FII holding
23.51%Current quarter

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

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Intellect Design Arena Bags New Order from Cargills Bank PLC

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From
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Business Update

Intellect Design Arena Business Update

Intellect's Purple Fabric won Best AI Development Platform and MD Arun Jain won Indian CEO Driving AI Innovation at ET Enterprise AI Awards 2026. No financial impact.

16:54 IST BSE
Employee Stock Options

Intellect Design Arena Employee Stock Options

Intellect Design Arena allotted 106,716 equity shares to employees upon exercise of stock options under its ESOP schemes. This increases the company's issued share capital.

12:54 IST BSE
Promoter Selling (Off-Market)

Intellect Design Arena Promoter Selling (Off-Market)

Arun Jain HUF, a promoter of Intellect Design Arena, disposed of 10,000 equity shares via an off-market gift transfer.

Promoter stake change
-0.01%
18:13 IST BSE
Capital Structure Change

Intellect Design Arena Capital Structure Change

Arun Jain (HUF) transferred 10,000 equity shares (0.007% stake) of Intellect Design Arena Ltd via an off-market gift, reducing their shareholding.

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