Intellect Design Arena Limited has informed the Exchange about Transcript
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Intellect Design Arena filed the transcript of its Q4 FY25 and full-year FY25 earnings call held on May 9, 2025. Q4 revenue came in at Rs. 749 crore, up 19% year-on-year, with EBITDA of Rs. 227 crore at a 30% margin and profit before tax of Rs. 181 crore; collections were strong at Rs. 712 crore. Full-year FY25 revenue stood at Rs. 2,577 crore, license-linked revenue at Rs. 1,247 crore (about 50% of revenue), EBITDA at Rs. 608 crore, and the year closed with a cash balance of over Rs. 1,000 crore. Management highlighted 43 new customer wins and 53 digital go-lives during the year, including a landmark Rs. 200 crore AI deal with a London-based brokerage firm and a multi-country wholesale banking win with a European global bank. The company also formally launched Purple Fabric, its open business impact AI platform, and targets to reach a Rs. 800 crore quarterly run rate over the next four quarters with 24-25% margins in FY26.
Strong execution, healthy cash position over Rs. 1,000 crore, and explicit margin guidance of 24-25% for FY26 (rising to 27-30% over three years) are positive signals for shareholders. The Purple Fabric platform launch and large deal pipeline could support re-rating, though ambitious multi-year targets (Rs. 1,000-5,000 crore Purple Fabric revenue) remain to be proven.