Analyst and Investor Conference Call (Earnings Call) Presentation for the half year ended September 30, 2025.
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Meta Infotech, a BSE-SME listed cybersecurity solutions provider, reported its highest-ever half-yearly revenue of ₹2,101 Mn, up 14% YoY from ₹1,840 Mn in H1FY25. However, profitability took a hit with EBITDA falling 16% YoY to ₹158 Mn (margin contracting from 10% to 8%) and PAT declining 7% YoY to ₹104 Mn (margin from 6% to 5%). The margin pressure was driven by a 36% surge in employee costs as headcount grew from 265 to 310 to support expansion into Pune, Hyderabad, Chennai, and Bangalore, plus a one-time foreign exchange loss of ~₹53 Mn from a delayed major customer deal. The company carries a robust order book of ₹5,140 Mn (2.35x FY25 revenue), with banking alone contributing ₹4,906 Mn, providing strong revenue visibility. The company recently listed on BSE-SME in July 2025 via an ₹801.8 Mn IPO and remains committed to becoming debt-free.
Mixed signals for shareholders - record revenue and a strong 2.35x revenue order book support the growth story, but near-term margin compression from strategic investments and FX losses may weigh on the stock. The debt-free vision and shift toward higher-margin solutions business offer comfort for long-term investors.