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Intellect Design Arena (INTELLECT) investor relations material
Intellect Design Arena Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary31 Oct, 2025
Executive summary
Q2 FY26 revenue reached INR 789 crore, up 34% year-over-year, with EBITDA at INR 184 crore (up 68% YoY) and PAT at INR 102 crore (up 94% YoY), driven by eMACH.ai and Purple Fabric platforms.
License-linked revenue grew 69% YoY to INR 423 crore, and ARR surpassed INR 1,080 crore, reflecting a shift to recurring income streams.
Cash and cash equivalents rose to INR 927 crore, up from INR 755 crore YoY, reinforcing financial stability and strong working capital management.
Secured 18 new deal wins and enabled 22 digital transformations in Q2, with a total of 35 deal wins and 37 digital transformations in H1, expanding global reach.
Significant leadership hires, including Vivek Gupta as President & Head of Consulting and Rakesh Srivastava as President & CRO for the Americas, and major investment in a new 7.25 lakh sq. ft. facility for AI and innovation.
Financial highlights
H1 FY26 revenue was INR 1,523 crore, up 26% YoY; H1 EBITDA at INR 360 crore, up 46% YoY; PAT at INR 197 crore, up 55% YoY.
Gross margin for Q2: INR 448 crore (57%); EBITDA margin: 23% for Q2, 24% for H1, and 25% for LTM.
LTM Q2FY26 total income: INR 2,892 crore; EBITDA: INR 721 crore; PAT: INR 402 crore.
Collections improved 37% YoY to INR 753 crore in Q2; H1 collections at INR 1,339 crore.
R&D and CapEx investments totaled close to INR 200 crore in H1, with R&D spend at INR 105 crore.
Outlook and guidance
Deal funnel exceeds INR 12,000 crore, indicating robust pipeline and positive outlook for future growth.
Management maintains a design for 20% annual growth, with visibility for continued expansion in core banking, wholesale banking, payments, and wealth platforms.
EBITDA margin guidance remains in the 23–25% range despite ongoing investments in AI and platform innovation.
Purple Fabric expected to contribute INR 200 crore in revenue this year, with a total addressable market for AI business estimated at INR 1,000–5,000 crore.
Platform-led model and recurring revenue streams expected to drive continued margin expansion and financial resilience.
John Owen's Western Hemisphere AI strategy
Drivers of predictable revenue growth?
Impact of new Siruseri campus investment?
Purple Fabric long-term revenue potential?
How new hires accelerate Americas growth?
Future monetization of Turmeric IP?
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Next Intellect Design Arena earnings date
Q3 25/2623 Jan, 2026
Next Intellect Design Arena earnings date
Q3 25/2623 Jan, 2026
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Frequently asked questions
Intellect Design Arena Limited develops and provides financial technology products for banking, insurance, and capital markets. The company offers platforms for digital core banking, treasury management, lending, and wealth management. It is headquartered in Chennai, India, and its shares are listed on the NSE.
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