InfoBeans Tech.

Q2 FY26IT - Software

InfoBeans Tech. Q2 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q2 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹158

Market cap₹1.6K Cr

P/E18.5

Updated23 Aug 2026

Read4 min read

The short version

InfoBeans is experiencing strong business momentum across all three geographies, with demand increasing from clients including in AI-related areas. The company targets maintaining an EBITDA margin of at least 24%, with current margins exceeding this benchmark.

From InfoBeans Tech.'s Q2 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

InfoBeans is experiencing strong business momentum across all three geographies, with demand increasing from clients including in AI-related areas.
The company aims for significant revenue growth driven by both adding new clients and expansion within existing accounts.
Europe shows rapid revenue growth, increasing from 28% to 31% share recently, with potential to reach 40-50% in 2-3 years.
The company continues to invest heavily in sales efforts globally, including US, Germany, and Middle East markets.
Growth is expected from enterprise clients, focusing on expanding wallet share rather than client count alone.
InfoBeans targets doubling revenue every three years, with confidence returning after macroeconomic pauses.
New AI-enabled products, services, and client demand in agentic workflows and digital transformation are additional growth drivers.
Hiring and capacity expansions (e.g., adding 98 employees in the last quarter) support scaling operations to meet growth demand.

Profitability & Margins

The company targets maintaining an EBITDA margin of at least 24%, with current margins exceeding this benchmark.
Revenue growth momentum is positive, driven by expansion in existing clients and new client additions, especially in Europe, US, and Middle East markets.
The company aims to sustain strong growth but does not provide specific revenue or EBITDA guidance for FY26.
Strategic investments are being made in AI and sales capabilities to drive future growth.
There is confidence in returning to doubling revenues every three years after a temporary pause due to macro factors.
Acquisition activities are ongoing but not quantified explicitly.
The company benefits from operational efficiencies due to crossing a revenue threshold that contributes directly to profit growth.
Overall, management remains optimistic about maintaining growth rates and EBITDA margins while investing in capabilities for long-term expansion.

See what InfoBeans Tech. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

InfoBeans is undertaking CapEx to build its own IT campus in Indore (Pradisipra IT complex), on a 3-acre land parcel.
The new facility will encompass 4-5 lakh sq. ft. of IT park space, with InfoBeans planning to occupy at least 2 lakh sq. ft.
Purpose: To create a world-class facility that enhances the company's credibility among customers, stakeholders, employees, and vendors.
Currently limited by infrastructure and inability to incorporate sustainability practices in leased Crystal IT Park premises.
The new campus aims to overcome these limitations and become a landmark in Indore.
Financials: Cost recoupment expected in approximately 11 years based on current rental prices.
Funding: The investment will not impact cash flows significantly as the company is generating good cash and also taking some debt.

Top-ranked in IT - Software

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Rev 2Mar 2

5₹3.7K Cr

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The company will be undertaking some debt as part of its capital expenditure plans, specifically for building a new IT park in Indore.
Despite taking on debt, they generate a good amount of cash, so the debt is not expected to negatively impact cash flows.
There was no mention of any new equity fundraising in the transcript.
The focus is on managing cash flows prudently while investing in growth and infrastructure.

See what InfoBeans Tech. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

InfoBeans does not maintain a multi-year order book; typical projects span 6 to 9 months.
Due to the short duration and the nature of projects, exact order book numbers are difficult to predict and are not disclosed.
The company relies on strong repeat business and ongoing demand from existing large clients.
Despite the lack of a long-term order book, the management expresses confidence in continuing growth based on customer relationships and repeat engagements.
No specific figures on order book growth or pending orders were provided on the call.

InfoBeans Tech. — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹142 Cr, net profit ₹21 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What InfoBeans Technologies Ltd's management said in earlier quarters

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Frequently Asked Questions

What were InfoBeans Tech. Q2 FY26 results?

What is InfoBeans Tech. share price analysis?

InfoBeans Tech. currently shows a neutral. The stock trades at a P/E of 18.5 with a market cap of ₹1,575 Cr. Investors should review the full earnings analysis for detailed insights.

Is InfoBeans Tech. planning capital expenditure?

InfoBeans is undertaking CapEx to build its own IT campus in Indore (Pradisipra IT complex), on a 3-acre land parcel. - The new facility will encompass 4-5 lakh sq.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.