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Earnings Call

IRIS RegTech Solutions Earnings Call: Key Takeaways

Q4 FY26 earnings call highlighting 23% revenue growth, 14% EBITDA margins, and a healthy post-divestment cash balance of ₹155 crore.

Why this was an Alfa AlertNot a filter event. Aspirational revenue target of ₹500 crore is long-term and lacks a specific prior guidance comparison.
Highlights
Revenue growth23% YoY total revenue growth.
MarginsEBITDA margin at 14%; aim to remain EBITDA positive despite investments.
Order bookAdded 3 new SupTech logos in FY26 including Qatar government.
Demand visibilityStrong headroom in US/Europe; lumpy but digital-driven demand for SupTech.
Management confidenceHigh confidence in SaaS growth and AI as an accelerant.

Growth

Annual revenue grew 23%; IRIS CARBON ARR grew 33%, while IRIS iDEAL ARR grew 17%.

Outlook

Aspiration to reach ₹500 crore revenue with >30% CAGR over 4-5 years; targeting 35% SaaS ARR growth.

Risks

Potential delays in Middle East SupTech pipeline due to regional crisis; caution regarding AI-driven competitive intensity.

Source

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

Read the document ↗

IRIS RegTech Solutions Ltd: key numbers

Share price
₹235.94
Market cap
₹485.3 Cr
Revenue (annual)
₹128.5 Cr
Net profit (annual)
₹126.5 Cr
P/E (TTM)
3.8×Sector 22.1×
Promoter holding
34.63%+0.00% QoQ
FII holding
1.76%Current quarter

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

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