Intrasoft Technologies Limited has informed the Exchange about Investor Presentation
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Intrasoft Technologies (which runs US-based e-commerce subsidiary 123Stores, a top-300 Amazon US marketplace retailer serving 300+ brand partners) shared its investor presentation for Q1 FY26 (quarter ended June 30, 2025). Revenue from operations rose to ₹12,899 lakhs from ₹12,324 lakhs YoY (about 4.7% growth), while Profit After Tax jumped to ₹438.86 lakhs from ₹370.38 lakhs (up ~18.5%), driven mainly by a sharp drop in finance costs to ₹33.33 lakhs from ₹160.60 lakhs as the company repaid debt. The deck outlines a strategic shift from an inventory-heavy model to a Vendor Direct model since FY22, reducing working capital needs and inventory obsolescence risk. Going forward, management targets expanding product offerings to 500,000 SKUs, deeper brand partner network, and continued investment in technology and AI.
Margin profile is improving structurally as the company moves to a capital-light Vendor Direct model, with PAT growing faster than revenue due to lower interest costs. The combination of debt reduction, focus on long-tail products, and AI-led tech investment is a positive signal for shareholders, though revenue growth remains modest and EBITDA actually dipped YoY.