Indegene (INDGN) investor relations material

Executive summary

• Q1 FY26 revenue reached INR 7,608 million, up 12.5% year-over-year and 0.7% sequentially, with strong performance in enterprise segments and new business wins.

• EBITDA margin remained stable at 20.2%, with PAT at INR 1,164 million, up 32.7% year-over-year but down 1% sequentially.

• Tectonic, a new strategic initiative, generated over $1 million in revenue from two top-20 customers and is expected to scale further.

• Board approved unaudited standalone and consolidated financial results for the quarter ended June 30, 2025, with auditor's unmodified opinion and CFO declaration.

• AI and digital transformation remain core strategic priorities, with continued investment in Cortex and related platforms.

Financial highlights

• Revenue from operations reached INR 7,608 million, up 12.5% year-over-year and 0.7% quarter-on-quarter.

• EBITDA stood at INR 1,536 million, up 15.6% year-over-year, with margin stable at 20.2%.

• PAT reached INR 1,164 million, up 32.7% year-over-year, with a PAT margin of 15.3%.

• Cash and cash equivalents stood at INR 17,280 million, exceeding $200 million.

• Basic EPS (consolidated) for Q1 FY26 was ₹4.86, up from ₹3.79 in Q1 FY25.

Outlook and guidance

• Management expects continued growth momentum, supported by a strong pipeline and focus on large transformative deals.

• Ongoing investments in scaling new business lines, AI, and M&A opportunities are expected to support future growth.

• Near-term EBITDA margin expected to remain around 20%, with potential for medium-term expansion.

• No explicit forward-looking guidance provided, but segment and revenue growth trends indicate continued momentum.