Intellect Design Arena Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹8,473 Cr
- P/E
- 22.90
- ROE
- 12.36%
- PEG
- 2.04
- Price to sales
- 2.67
- Debt to equity
- 0.05
- 52W high / low
- ₹1,198 / ₹567
- Sales growth (5Y)
- 15.20%
- EBITDA margin
- 18.95%
- Net profit margin
- 12.05%
- Promoter holding
- 29.55%
- Sales (last year)
- ₹3,182 Cr
Incorporated in 2011, Intellect Design Arena Limited works globally in the fields of Financial Technology for Banking, Insurance and other Financial Services. The company has a comprehensive portfolio of products across Global Consumer Banking, Central Banking, Risk & Treasury Management, Global Transaction Banking and Insurance and is also engaged in the business of software development.
Guidance scorecard · Q1 FY27 call
What Intellect Design Arena Ltd's management guided
and where it ranks in IT - Software
IT - Software
RevenueQ1 FY27 call
10–20%- The company targets a revenue growth of 15-20% annually, sustained over the coming years.
- Licensed-linked revenue and platform revenue are both growing significantly, with platform revenue nearly doubling recently.
- New market expansions are planned in Eastern Europe, Latin America (Mexico deal announced), Japan, and Australia to drive further growth.
- Purple Fabric, a separate business line focusing on AI and intelligence flow, is expected to add clients rapidly and contribute horizontal growth.
- Management emphasizes balanced investment for sustainable growth rather than short-term margin focus, expecting operating leverage gains soon.
- Collections and cash position have improved, supporting continued investment in AI, product innovation, and market expansion.
2 more points from Intellect Design Arena Ltd's call on revenue
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MarginsQ1 FY27 call
FlatSee what Intellect Design Arena Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- Cumulative spend on developing Purple Fabric till date is ₹700-₹800 crores over 8 years, averaging nearly ₹100 crore per year.
- Investments in Purple Fabric are partly charged to P&L and partly capitalized once technical feasibility and roadmap are clear.
- Current R&D budget for FY27 is between ₹180-₹200 crores, up from ₹160 crores last year, focusing mainly on Purple Fabric and eMACH.ai platforms.
- Of the recent increase in expenses, ₹72 crores were invested in Purple Fabric in the prior year; no significant incremental investment this quarter.
- Future plans include further strategic investments in AI technologies, with an emphasis on Purple Fabric as the core area.
2 more points from Intellect Design Arena Ltd's call on capex
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FundraisingQ1 FY27 call
See what Intellect Design Arena Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
Rising- The pipeline has grown to ₹13,000 crores, showing a 15% year-on-year increase.
- The number of "Destiny" deals has crossed 100 for the first time.
- During the last quarter, the company converted seven of these Destiny deals.
- The deal size portfolio is well balanced with about 29 deals of around ₹50 crores each.
2 more points from Intellect Design Arena Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Software companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹569 Cr | 34.7 | |
| 2 | 40%+ | Flat | ₹336 Cr | 7.3 | |
| 3 | CapitalNumbers | 20–40% | Up 2%+ | ₹181 Cr | 9.2 |
| 4 | 20–40% | Up 2%+ | ₹159 Cr | 11.5 | |
| 5 | 20–40% | Up 0–2% | ₹1,826 Cr | 28.5 | |
| 6 | 20–40% | Flat | ₹4,341 Cr | 84.7 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Software rankingFinancials of Intellect Design Arena Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Intellect Design Arena Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 616 | 639 | 619 | 634 | 614 | 606 | 558 | 610 | 726 | 702 | 758 | 731 | 847 |
| Expenses + | 479 | 492 | 501 | 504 | 477 | 487 | 477 | 491 | 524 | 560 | 605 | 631 | 664 |
| Operating Profit | 137 | 148 | 118 | 131 | 136 | 119 | 81 | 119 | 202 | 142 | 153 | 100 | 183 |
| OPM % | 22% | 23% | 19% | 21% | 22% | 20% | 15% | 19% | 28% | 20% | 20% | 14% | 22% |
| Other Income + | 20 | 13 | 13 | 20 | 9 | 17 | 29 | 16 | 23 | 33 | 32 | -9 | 40 |
| Interest | 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 2 |
| Depreciation | 33 | 34 | 34 | 34 | 35 | 37 | 39 | 40 | 41 | 48 | 49 | 53 | 59 |
| Profit before tax | 124 | 127 | 97 | 116 | 110 | 98 | 70 | 94 | 182 | 125 | 136 | 37 | 162 |
| Tax % | 26% | 26% | 27% | 27% | 33% | 24% | 25% | 24% | 25% | 25% | 25% | 26% | 26% |
| Net Profit + | 91 | 94 | 71 | 85 | 73 | 75 | 52 | 71 | 136 | 94 | 102 | 27 | 120 |
| EPS in Rs | 6.68 | 6.87 | 5.16 | 6.17 | 5.33 | 5.43 | 3.82 | 5.06 | 9.75 | 6.80 | 7.35 | 2.04 | 8.61 |
Financials of Intellect Design Arena Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 609 | 811 | 914 | 1,087 | 1,450 | 1,347 | 1,497 | 1,878 | 2,231 | 2,506 | 2,500 | 3,038 |
| Expenses + | 689 | 847 | 937 | 1,012 | 1,317 | 1,271 | 1,138 | 1,403 | 1,793 | 1,964 | 1,969 | 2,458 |
| Operating Profit | -80 | -36 | -23 | 75 | 132 | 75 | 360 | 475 | 439 | 542 | 531 | 580 |
| OPM % | -13% | -4% | -3% | 7% | 9% | 6% | 24% | 25% | 20% | 22% | 21% | 19% |
| Other Income + | 18 | 27 | 41 | 32 | 66 | 38 | 20 | 43 | 53 | 62 | 77 | 95 |
| Interest | 1 | 2 | 13 | 17 | 16 | 22 | 13 | 7 | 6 | 6 | 8 | 6 |
| Depreciation | 19 | 21 | 24 | 27 | 42 | 69 | 77 | 98 | 122 | 137 | 156 | 209 |
| Profit before tax | -82 | -33 | -20 | 64 | 140 | 23 | 290 | 413 | 363 | 461 | 444 | 460 |
| Tax % | 2% | -28% | 15% | 11% | 6% | 22% | 9% | 15% | 26% | 30% | 25% | 25% |
| Net Profit + | -83 | -23 | -22 | 57 | 131 | 18 | 265 | 350 | 269 | 323 | 334 | 343 |
| EPS in Rs | -6.75 | -1.90 | -1.79 | 3.72 | 9.97 | 1.21 | 19.76 | 25.94 | 19.69 | 23.47 | 23.97 | 24.73 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 10% | 13% | 15% | 29% | 0% |
Financials of Intellect Design Arena Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 50 | 50 | 51 | 63 | 66 | 66 | 66 | 67 | 68 | 68 | 69 | 70 |
| Reserves | 569 | 561 | 547 | 739 | 954 | 979 | 1,326 | 1,741 | 1,990 | 2,370 | 2,716 | 3,100 |
| Borrowings + | 8 | 23 | 232 | 159 | 133 | 300 | 82 | 20 | 27 | 44 | 72 | 159 |
| Other Liabilities + | 304 | 378 | 353 | 400 | 478 | 525 | 567 | 764 | 802 | 895 | 985 | 1,251 |
| Total Liabilities | 931 | 1,012 | 1,184 | 1,361 | 1,631 | 1,869 | 2,042 | 2,593 | 2,887 | 3,378 | 3,843 | 4,580 |
| Fixed Assets + | 213 | 258 | 278 | 274 | 334 | 368 | 397 | 435 | 494 | 558 | 727 | 1,177 |
| CWIP | 54 | 66 | 138 | 196 | 228 | 312 | 349 | 344 | 370 | 374 | 307 | 15 |
| Investments | 179 | 77 | 66 | 69 | 68 | 77 | 146 | 416 | 365 | 449 | 538 | 635 |
| Other Assets + | 485 | 611 | 703 | 822 | 1,001 | 1,113 | 1,150 | 1,398 | 1,657 | 1,997 | 2,270 | 2,753 |
| Total Assets | 931 | 1,012 | 1,184 | 1,361 | 1,631 | 1,869 | 2,042 | 2,593 | 2,887 | 3,378 | 3,843 | 4,580 |
Financials of Intellect Design Arena Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | -18 | -101 | -65 | 49 | -50 | 44 | 463 | 453 | 174 | 410 | 431 | 510 |
| Cash from Investing Activity + | 132 | 31 | -103 | -154 | 1 | -99 | -193 | -399 | -177 | -255 | -244 | -272 |
| Cash from Financing Activity + | -8 | 16 | 146 | 143 | 63 | 80 | -225 | -52 | -50 | -49 | -63 | -113 |
| Net Cash Flow | 106 | -54 | -22 | 38 | 14 | 24 | 45 | 1 | -52 | 106 | 124 | 125 |
| Free Cash Flow | -42 | -184 | -158 | -61 | -130 | -81 | 350 | 334 | 9 | 237 | 260 | 291 |
| CFO/OP | -4% | 222% | 214% | 104% | -13% | 48% | 143% | 99% | 56% | 94% | 100% | 105% |
Financials of Intellect Design Arena Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 100 | 68 | 82 | 81 | 51 | 77 | 46 | 50 | 68 | 81 | 65 | 82 |
| Inventory Days | ||||||||||||
| Days Payable | ||||||||||||
| Cash Conversion Cycle | 100 | 68 | 82 | 81 | 51 | 77 | 46 | 50 | 68 | 81 | 65 | 82 |
| Working Capital Days | 3 | 29 | -17 | 26 | 48 | 27 | 45 | 47 | 78 | 86 | 72 | 97 |
| ROCE % | -6% | -4% | 7% | 15% | 2% | 21% | 25% | 19% | 20% | 17% | 16% |
Guidance history
How Intellect Design Arena Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 10–20% | Flat | Planned | — | Rising |
| Q4 FY26 call → | 20–40% | Flat | Planned | — | Rising |
| Q3 FY26 call → | 20–40% | Flat | Planned | — | — |
| Q2 FY26 call → | 20–40% | Flat | Planned | — | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
9 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −41.4% | 10% |
| Last 6 months | −19.1% | 20% |
| Last 3 months | −14.5% | 29% |
The price is 49.7% below its all-time high of ₹1,198 (3 Nov 2025). Stocks more than 20% below their peak have their score halved, so 18 became 9.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Intellect Design Arena Ltd: 0.4 × 10 + 0.4 × 20 + 0.2 × 29 = 18, halved to 9 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Intellect Design Arena Ltd's management said in earlier quarters
- Q2 FY26 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q3 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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