Intellect Design Arena Ltd
Intellect Design Arena Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Intellect aims for a consistent 20% year-on-year revenue growth, as part of its strategic design. Intellect aims for a consistent 20% revenue growth as the design target over the next few years, though actual growth may vary quarter to quarter.
From Intellect Design Arena Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Intellect aims for a consistent 20% year-on-year revenue growth, as part of its strategic design.
- The company is experiencing accelerated growth in the Americas, driven by eMACH.ai, and expanding its presence in advanced markets.
- The global deal funnel has surpassed ₹12,000 crore, indicating a robust pipeline and strong demand.
- Purple Fabric is targeted to generate ₹200 crore in revenue this year, expected to scale further.
- Investments of ₹130 crore are planned in Purple Fabric and AI platforms, signaling a focus on long-term growth rather than immediate margins.
- Core banking migration, wholesale banking, payments, liquidity, and wealth management products are key growth drivers over the next 2-3 years.
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Profitability & Margins
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Capital Expenditure Plans
- Intellect is making a capital expenditure of approximately $20 million, spread over multiple years, typically investing once every 10 years.
- This Capex is focused on building a state-of-the-art 7.25 lakh sq. ft. facility at the Siruseri campus to house Purple Fabric AI Labs, Design Thinking Centers, eMACH.ai Academy, and residential infrastructure for leadership development and training.
- The investment aims to create capacity for business impact co-creation with customers, offering collaborative AI development spaces.
- The company is investing around ₹130 crore in Purple Fabric during the financial year, with ₹25 crore already spent in Q2.
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Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The global deal funnel has now crossed ₹12,000 crore, indicating a strong and growing pipeline of opportunities.
- Approximately 70% of the current pipeline has Purple Fabric integrated, highlighting significant AI component involvement.
- Partnerships, including collaborations with 10-12 IT service companies, have substantially increased the pipeline compared to a year ago.
- The partnership investment over the last two years is playing well for coming years, with a potential partner-defined bandwidth between ₹1,000 crore to ₹5,000 crore.
- The company won 18 new deals in Q2, including 11 multi-million dollar strategic engagements.
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Intellect Design Arena Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹847 Cr, net profit ₹120 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Intellect Design Arena Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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Frequently Asked Questions
What were Intellect Design Arena Ltd Q2 FY26 results?
Intellect aims for a consistent 20% year-on-year revenue growth, as part of its strategic design. Intellect aims for a consistent 20% revenue growth as the design target over the next few years, though actual growth may vary quarter to quarter.
What is Intellect Design Arena Ltd share price analysis?
Intellect Design Arena Ltd currently shows a neutral. The stock trades at a P/E of 24.6 with a market cap of ₹9,079 Cr. Investors should review the full earnings analysis for detailed insights.
Is Intellect Design Arena Ltd planning capital expenditure?
Intellect is making a capital expenditure of approximately $20 million, spread over multiple years, typically investing once every 10 years. - This Capex is focused on building a state-of-the-art 7.25 lakh sq.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.