| Management target | Revenue 20.0% FY28 |
|---|
| Revenue growth | 19% YoY for Q1; 23% on LTM basis. |
|---|---|
| Margins | Targeting 56-57% gross margins; EBITDA expected to improve in FY27. |
| Order book | 19 strategic wins and 16 transformations completed in Q1. |
| Demand visibility | Strong pipeline of ₹13,000 Cr; destiny deals crossed 100. |
| Management confidence | High, citing 'unfair advantage' from AI-first architecture and deterministic outcomes. |
Growth
LTM revenue reached ₹3,299 Cr, up 23%. License-linked revenue grew 17% YoY to ₹457 Cr.
Outlook
Management reiterated a 20% LTM growth promise and targets ₹4,000 Cr revenue and ₹1,000 Cr EBITDA by 2028.
Risks
Potential risk to IT services from AI-driven 60% reduction in development effort. Ongoing Middle East geopolitical tensions.
Last quarter's promises, checked
Delivered
- Guided LTM Revenue >₹3,000 Cr → delivered ₹3,025 Cr (= BEAT)
- Guided LTM Growth 20% → delivered 23% (= BEAT)
- Guided Quarterly Revenue >₹700 Cr → delivered ₹753 Cr (= BEAT)
Partly delivered
- Guided Purple Fabric Revenue ₹200 Cr → delivered ₹19 Cr LTM (on track for Q4) (= PARTIAL)
Missed
- Guided FY26 EBITDA Margin 20% → delivered 16% for Q3 (= MISS)
Earnings Call Transcript filed with BSE, NSE: INTELLECT. Summary written with AI assistance from 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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