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    InfoBeans Technologies Limited

    INFOBEAN
    Information Technology·4 Nov 2025
    Management Summary

    InfoBeans Technologies reported a strong Q2 FY26, with significant year-on-year growth across revenue, EBITDA, and PAT. The company highlighted robust demand across all geographies, particularly in AI, ServiceNow, and Salesforce domains, leading to a 5% sequential revenue growth and 98 net employee additions. Management expressed confidence in maintaining growth momentum and targeting a consistent 24% EBITDA margin, while also investing heavily in AI capabilities and CSR initiatives.

    Highlights

    6

    • Revenue from operations grew 27.55% YoY to ₹125 crores in Q2 FY26, and 5% QoQ.

    • EBITDA for Q2 FY26 increased 56.52% YoY to ₹36 crores, demonstrating improved profitability.

    • PAT for Q2 FY26 grew 76.92% YoY to ₹23 crores.

    • Added 98 net employees in Q2 FY26, indicating strong demand and talent acquisition.

    • Successfully added 6 new clients, including 3 large ones, maintaining a consistent run rate.

    • Strong cash and cash equivalents of ₹292 crores as of H1 FY26.

    What Changed2

    vs Q3 FY26

    Guidance items4 → 3 (-1)Risks discussed4 → 0 (-4)

    Key financials

    Single quarter

    08 metrics
    1. 01Revenue from Operations₹125 Cr+27.6%YoY
    2. 02EBITDA₹36 Cr+56.5%YoY
    3. 03PAT₹23 Cr+76.9%YoY
    4. 04H1 Revenue₹254 Cr+26%YoY
    5. 05H1 EBITDA₹71 Cr

    Order Book

    low confidence

    Execution

    projects are like six months, nine months kind of projects

    "Management noted that their projects typically have a 6-9 month duration, making it difficult to provide exact multi-year order book numbers, but expressed positivity about continued growth from repeat business."

    Source:
    Q&A

    Capital allocation

    3
    high confidence
    CategoryHeadline
    Capex

    Capex disclosed

    Debt

    Debt disclosed

    Liquidity

    Cash ₹292 crores

    Cash and cash equivalents as of H1 financials.

    Guidance & targets

    3
    CategoryTargetPriority
    Profitability
    EBITDA Margin
    at least 24%
    		High
    Revenue
    Revenue Growth
    faster pace
    		Medium
    Revenue
    Quarterly Revenue
    > ₹100 crores
    		High

    What to watch in Q3 FY26

    4

    InfoBeans Cloudtech Merger Conclusion

    next six to twelve months
    CurrentApplication submitted to NCLT, pending conclusion
    TargetMerger concluded

    Why it matters

    The merger will integrate Cloudtech's revenue and profitability, impacting overall company financials and strategic positioning.

    InfoBeans Cloudtech, another update here is that InfoBeans Cloudtech merger application is submitted to NCLT and we hope the merger will conclude in the next six to 12 months.

    0

    Q&A highlights

    6

    “the business momentum is there. If you look at the Q1, I mean, March quarter, June quarter, and September quarter, we are building up momentum. And in every commentary, every investor call, we say that there is a good demand scene, like we see from all the three geographies.”

    Management confirmed strong business momentum and demand across all geographies, indicating positive outlook for the second half of the fiscal year.

    asked by Ankit

    2 min read5 chapters

    Detailed Narrative

    01

    Strong Q2 FY26 Financial Performance

    InfoBeans Technologies reported robust financial results for Q2 FY26, with revenue from operations growing 27.55% year-on-year to ₹125 crores. On a sequential basis, revenue increased by 5%. Profitability saw even stronger growth, with EBITDA rising 56.52% YoY to ₹36 crores and Profit After Tax (PAT) surging 76.92% YoY to ₹23 crores. The company's H1 FY26 financials also showed significant momentum, with revenue at ₹254 crores, EBITDA at ₹71 crores, and PAT at ₹46 crores, reflecting a 26% growth compared to H1 FY25.

    02

    Consistent Client Acquisition and Demand Across Geographies

    The company continued its strong client acquisition, adding approximately six new clients per quarter, with three of these being large enterprises in Q2 FY26. Management noted robust demand across all three key geographies – Europe, US, and UAE – with Europe showing rapid growth and contributing 31% of revenue, and the US accounting for 56%. This growth is attributed to both new client wins and increased wallet share from existing customers, driven by strong delivery and customer satisfaction.

    03

    Strategic Investments in AI and Talent

    InfoBeans is heavily investing in AI-led engineering, leveraging tools like GenAI, Windsurf, and Microsoft Copilot, and developing accelerators like Expona. The company is actively partnering with AI startups and participating in AI events to enhance its offerings. While immediate margin uplift from AI is not the primary focus, investments are aimed at improving productivity and accelerating time-to-market. The company also added 98 net employees in Q2 FY26, bringing its utilization level to 81%, demonstrating its commitment to scaling talent to meet demand.

    04

    Indore IT Park Development and CSR Initiatives

    The company is proceeding with plans to build its own IT park in Indore, acquiring three acres of land to develop 4-5 lakh square feet of space. This strategic CapEx is expected to enhance the company's credibility and attract talent, with a projected recoupment of construction costs within 11 years. InfoBeans also highlighted its successful CSR program, InfoBeans Foundation, which trains underprivileged students in software programming, achieving a 90% success rate in employability. The company was recognized as a 'Best Company for Women in India' for the fourth consecutive year and 'Asia's Best Employer Brand Award' for the ninth year.

    05

    Capital Allocation and Liquidity

    As of H1 FY26, InfoBeans maintained a strong liquidity position with ₹292 crores in cash and cash equivalents. The company's goal is to consistently maintain an EBITDA margin of at least 24%. While no specific debt figures were provided, management indicated that existing debt would not hurt the company given its strong cash generation. The merger application for InfoBeans Cloudtech is currently with NCLT, with an expected conclusion within the next 6-12 months.

    This is an AI-generated summary of a publicly available earnings call transcript. It is for informational purposes only and does not constitute investment advice, a recommendation, or an endorsement. inve.money is not a SEBI-registered investment advisor. Please consult a qualified financial advisor before making any investment decisions.