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Earnings Call

Meta Infotech Earnings Call: Key Takeaways

Meta Infotech reported highest-ever FY26 revenue of ₹270cr (up 23% YoY) but saw PAT decline to ₹11cr due to strategic investments in leadership, talent, and geographic expansion.

Why this was an Alfa AlertNot a filter event. Multi-year PAT target (4x by FY29) does not meet single-year >50% growth criteria.
Highlights
Revenue growthFY26 up 23% YoY; H2 up 72% YoY.
MarginsEBITDA margin dropped to 7%; targeting 10%+ PAT margin by FY29.
Order book₹506cr as of May 2026; roughly 1.9x FY26 revenue.
Demand visibilityStrong visibility via ₹506cr order book over 3 years.
Management confidenceHigh; citing 'Meta 2.0' foundation and strong leadership onboarding.

Growth

FY26 revenue grew 23% to ₹270cr; H2 FY26 revenue grew 72% YoY to ₹60cr. FY26 PAT was ₹11cr.

Outlook

Aspirational target to grow PAT 4x by FY29; order book at ₹506cr (1.9x FY26 revenue) for 3-year execution.

Risks

Dollar fluctuation losses, vendor consolidation (Imperva-Thales sale) impacting services revenue, and high industry attrition (25-40%).

Last quarter's promises, checked

Delivered

  • Target H1/H2 revenue 50:50 ratio → Delivered (H1 ₹210cr, FY26 ₹270cr implies H2 ₹60cr = MISS)
  • Guided 30-40% YoY growth → Delivered 23% YoY (= MISS)

Partly delivered

  • Target 320 engineers by March → Delivered 310+ technical team (= PARTIAL)

Missed

  • Guided 9-11% EBITDA margin → Delivered 7% (= MISS)
  • Guided PAT 15%+ if one-offs removed → Delivered ₹11cr on ₹270cr revenue (= MISS)
  • Guided H2 revenue to be 100% of H1 → Delivered ₹60cr vs ₹210cr H1 (= MISS)
Source

Earnings Call filed with BSE, BSE: 544441. Summary written with AI assistance from the document.

Read the document ↗

Meta Infotech Ltd: key numbers

Share price
₹79.46
Market cap
₹150.0 Cr
Revenue (annual)
₹270.0 Cr
Net profit (annual)
₹10.89 Cr
P/E (TTM)
13.8×Sector 22.1×
Promoter holding
70.37%+0.48% QoQ
FII holding
0.38%Current quarter

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

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