Any current/future capex/capital investment/strategic investment?

InfoBeans recently made a strategic capital investment by acquiring a piece of land from the MP government to build a state-of-the-art campus in the city center. This move is not to start a real estate business but to reduce rental costs, increase creativity, and meet industrial and ESG standards. The campus is designed to be financially viable, with an analysis showing rent costs can be recovered in nine years. Currently, they occupy 30-40% of the campus, with plans to lease out the remaining 60% and expand their base as the company grows. No mention of other immediate capex; focus is on stra

Future growth expectations in sales/revenue/volumes?

InfoBeans does not provide specific guidance or projections for next year's revenue or sales growth. (Page 20, 10) The company highlights a strong growth momentum over the past four quarters, growing with existing as well as new clients across geographies. (Page 10) FY26 revenue saw 32% year-on-year growth, crossing 500 crores, with a 23% CAGR since 2021. (Page 3, 4) 43% of revenues currently come from AI-augmented development, with a target to reach 100% AI-led development within the next 12 months. (Pages 3, 14) Existing clients contribute to about 93% of revenue growth; new clients about 7%

Future growth expectations in earnings/operating earnings/profits/EPS?

InfoBeans does not provide formal projections or guidance for next year’s revenue or earnings. The company is confident in continued growth momentum, driven by existing and new clients across geographies. They are targeting to maintain at least 24% EBITDA margin and 14% PAT margin, though actual margins might vary. PAT margins increased to 16% in the latest fiscal year but management cautions sustainability at this higher level. Revenue growth in FY26 was 32% year-on-year with healthy margin expansion. AI-led software development, currently contributing 43% of revenues, is targeted to reach 10

Current/ Expected Orderbook/ Pending Orders?

The transcript does not explicitly mention the current or expected order book or pending orders. However, Avinash mentions that the company is fulfilling demand rather than anticipating it, indicated by the recent addition of about 200 headcount. New client additions accounted for approximately 7% of business growth, with ongoing growth from existing clients. There is strong repeat business at 94%, indicating stable and continuing client engagements. The company is experiencing growth across geographies and sectors, supporting positive business momentum. No direct projections or specific order

Any current/future new fundraising through debt or equity?

No specific mention of any current or future fundraising through debt or equity in the transcript. The company has discussed a public statement about promoter share dilution: up to 3% dilution or pledge possible over a period until October 2026. Around 0.5% promoter share was sold in the last quarter as part of this plan. No new capital raising or external debt issuance was indicated. The focus appears to be on internal cash flow management and investments like the IT park acquisition rather than external fundraising.

IN US

Sale is live|00:00:00left today

InfoBeans Technologies LtdQ1 FY26IT - Software

InfoBeans Technologies Ltd Q1 FY26 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹154P/E: 16.9Market Cap: ₹1.5K CrSector: IT - Software

Management growth scorecard

Revenue

Category 2

Margin

Category 3

Fundraise

N/A

Order

N/A

Capex

Yes

1 of 3 growth signals are positive — mixed outlook.

Full analysis

Revenue guidance

Category 2

→InfoBeans does not provide specific guidance or projections for next year's revenue or sales growth. (Page 20, 10)
→The company highlights a strong growth momentum over the past four quarters, growing with existing as well as new clients across geographies. (Page 10)
→FY26 revenue saw 32% year-on-year growth, crossing 500 crores, with a 23% CAGR since 2021. (Page 3, 4)
→43% of revenues currently come from AI-augmented development, with a target to reach 100% AI-led development within the next 12 months. (Pages 3, 14)
→Existing clients contribute to about 93% of revenue growth; new clients about 7%. (Page 8)
→The company is investing in expanding AI capabilities and client wallet share, with a focus on BFSI and storage/virtualization sectors. (Pages 3, 4)
→They maintain a cautious target of sustaining EBITDA margins around 24% and PAT margins around 14%. (Page 4)

Margin guidance

Category 3

→InfoBeans does not provide formal projections or guidance for next year’s revenue or earnings.
→The company is confident in continued growth momentum, driven by existing and new clients across geographies.
→They are targeting to maintain at least 24% EBITDA margin and 14% PAT margin, though actual margins might vary.
→PAT margins increased to 16% in the latest fiscal year but management cautions sustainability at this higher level.
→Revenue growth in FY26 was 32% year-on-year with healthy margin expansion.
→AI-led software development, currently contributing 43% of revenues, is targeted to reach 100% within 12 months, supporting future growth.
→Repeat client business remains strong at 94%, supporting stable revenue streams.
→Investments in business will be made, so margins might not always improve despite growth.
→Overall focus remains on sustainable growth rather than aggressive margin expansion.

3 more insights locked — sign up free to unlock

Fundraise plans

→No specific mention of any current or future fundraising through debt or equity in the transcript.
→The company has discussed a public statement about promoter share dilution: up to 3% dilution or pledge possible over a period until October 2026.
→Around 0.5% promoter share was sold in the last quarter as part of this plan.
→No new capital raising or external debt issuance was indicated.
→The focus appears to be on internal cash flow management and investments like the IT park acquisition rather than external fundraising.

Order book

→The transcript does not explicitly mention the current or expected order book or pending orders.
→However, Avinash mentions that the company is fulfilling demand rather than anticipating it, indicated by the recent addition of about 200 headcount.
→New client additions accounted for approximately 7% of business growth, with ongoing growth from existing clients.
→There is strong repeat business at 94%, indicating stable and continuing client engagements.
→The company is experiencing growth across geographies and sectors, supporting positive business momentum.
→No direct projections or specific order book numbers were disclosed.
→When asked about next year's projections, the management declined to give guidance but reassured continued growth and strong client relationships.

Capex plans

Yes

→InfoBeans recently made a strategic capital investment by acquiring a piece of land from the MP government to build a state-of-the-art campus in the city center.
→This move is not to start a real estate business but to reduce rental costs, increase creativity, and meet industrial and ESG standards.
→The campus is designed to be financially viable, with an analysis showing rent costs can be recovered in nine years.
→Currently, they occupy 30-40% of the campus, with plans to lease out the remaining 60% and expand their base as the company grows.
→No mention of other immediate capex; focus is on strategic real estate investment aligned with core business growth and ESG compliance.

How does InfoBeans Technologies Ltd rank vs peers in IT - Software?

Pro feature

1InfoBeans Technologies Ltd

Rev 2Mar 3

See full IT - Software sector rankings

Want more stocks like InfoBeans Technologies Ltd?

Build an AI portfolio filtered by sector, market cap, and growth rank. Takes 2 minutes.

Build my portfolio