Meta Infotech Ltd
Meta Infotech Q2 FY26: Revenue ₹120 Cr
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a revenue growth of 30-40% year-on-year over the next 3-5 years. Meta Infotech targets a 30-40% year-on-year growth in revenue for the next few years.
From Meta Infotech Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a revenue growth of 30-40% year-on-year over the next 3-5 years.
- Vision to grow revenues by 4 to 5 times within the next 3-5 years.
- Focus on expanding international business starting next financial year, expected to have 3x higher margins than domestic.
- Recurring revenue is strong, including a Rs.120 Crores recurring contract with ICICI Bank lasting another 3 years.
- Order book of Rs.520 Crores executable mostly over next 2 years, with continuous inflow of new projects.
- Transition from 80:20 revenue split between H1:H2 in FY2025 to a more balanced 50:50 split going forward.
- Increase in services revenue expected, potentially shifting product:services revenue mix from 80:20 to 75:25 or higher.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Meta Infotech Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is making strategic investments primarily in talent acquisition, leadership strength, and geographic expansion (new offices in Pune, Hyderabad, Bangalore, Chennai, and a large office in Bombay).
- They are setting up a cyber security experience center in Andheri East, which will also serve as a training institute, shifting from Thane.
- Investments focus on enhancing capabilities in emerging areas like micro-segmentation, Cloud-Native Application Protection, advanced patch management, AI-led threat detection, and zero-trust frameworks.
- These expenditures are viewed as investments rather than expenses, aimed at building a strong foundation for sustainable growth, scale, and profitability.
2 more points management made on capital expenditure plans
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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
See what Meta Infotech Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book is around Rs. 514 Crores as of November 2025.
- At the time of IPO, the order book was approximately Rs. 570-580 Crores.
- Post-IPO, about Rs. 70-80 Crores of new orders have been added.
- Major portion (70%-80%) of the order book is executable over the next two years.
- Orders primarily come from large BFSI customers with contracts typically spanning 3 to 5 years.
- The company follows a subscription model with recurring revenue from product subscriptions and sustenance services.
2 more points management made on order book & pipeline
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What Meta Infotech Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Meta Infotech Ltd Q2 FY26 results?
The company targets a revenue growth of 30-40% year-on-year over the next 3-5 years. Meta Infotech targets a 30-40% year-on-year growth in revenue for the next few years.
What is Meta Infotech Ltd share price analysis?
Meta Infotech Ltd currently shows a neutral. The stock trades at a P/E of 17.4 with a market cap of ₹189 Cr. Investors should review the full earnings analysis for detailed insights.
Is Meta Infotech Ltd planning capital expenditure?
The company is making strategic investments primarily in talent acquisition, leadership strength, and geographic expansion (new offices in Pune, Hyderabad, Bangalore, Chennai, and a large office in Bombay).
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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.