Intense Tech.

- The company expects improvement in revenue and earnings going forward, with growth outlook described as "can only improve" and "much better than this year" (Page 5). - Transitioning to a more predictable annuity-based revenue model (monthly or per transaction) is expected to improve earnings consistency and predictability (Pages 7, 12). - Investment in digital transformation, low-code platform, and international markets are key growth drivers (Pages 5, 9, 15). - Anticipated large deals worth $5 million to $10 million each in government and digital transformation sectors are expected to boost revenue (Page 15). - Management expects improved EBITDA margins, aiming to increase above the current ~28-30% assisted by better international sales (Page 13). - EPS growth expected alongside revenue growth, driven by higher value deals, improved cash flow, and expansion (Pages 3, 16). - The company is cautious but optimistic, avoiding aggressive forecasts but confident about steady improvement (Page 13).

- The company did not disclose specific current order book or pending orders values due to confidentiality (NDA agreements). - Management confirmed ongoing contract execution for mission-critical services with international importance. - About 4 to 5 new clients have been added over the past year across insurance, banking, utilities, and government sectors. - The company focuses on long-term annuity-style contracts, emphasizing predictability in revenue streams. - Sales efforts are increasing, with plans to expand global reach through partners and system integrators. - No explicit mention of total pending orders or order book value was made in the discussion.

- Currently, there are no plans for raising additional capital through equity or debt. - The company is relying on its existing cash flows to support decent growth. - The management acknowledges the challenge of long sales cycles but believes current cash flows are sufficient. - Historically, they had taken on some debt during tougher times but have been actively paying it down and currently maintain only a small debt amount (~Rs. 1.3-1.66 crore). - The company remains open to considering strategic partnerships or stakeholder participation that could aid in expansion, primarily through system integrators, but is not actively seeking monetary participation at this time. - Any future capital raising will depend on evolving business needs and opportunities.

- The company has been investing continuously in their platform and product development, including capitalizing new product developments (Page 10). - They plan to increase investments in sales and marketing, particularly internationally, to grow their global footprint (Pages 10, 16). - The management is focused on expanding international reach, including opening new geographies such as Australia and New Zealand, mainly remotely for now (Page 16). - They are enhancing digital marketing initiatives to improve brand visibility and sales (Page 5). - There is no immediate plan to raise additional capital or debt for growth; instead, they intend to use internal accruals to fund expansion (Page 12). - The company is engaged in strategic partnerships with large system integrators to scale distribution and business development globally (Pages 6, 16). Overall, investments focus on platform enhancement, sales expansion, and strategic partnerships rather than heavy new capital expenditure.

- Focus on three key initiatives to drive growth: leveraging low-code platforms for large projects ($5M-$10M deals), deepening value with existing marquee customers, and expanding footprint in new geographies (Australia, New Zealand). - Transitioning from perpetual licensing to annuity and transaction-based revenue model to increase predictability in revenues. - Increasing sales force and improving global market presence, particularly in the U.S., Europe, Middle East, and Africa, to boost international business. - Engaging closely with large system integrators and partners for joint go-to-market strategies to scale faster. - Targeting revenue growth to Rs. 150 crore in the next two years by enhancing wallet share from existing customers and quicker sales cycles via smaller businesses. - Improving margins through focused efforts on international markets and optimizing other expenditures. - Confident cash flow and collections management to support growth without immediate plans for additional capital raise.