)
Intellect Design Arena (INTELLECT) investor relations material
Intellect Design Arena Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved LTM total income of INR 3,025 crore, up 23% year-on-year, surpassing the INR 3,000 crore milestone for the first time, with EBITDA up 33% to INR 709 crore and PBT up 34%.
Growth driven by wholesale banking (INR 1,400 crore), consumer banking (INR 1,000 crore), Intellect AI (INR 500 crore), and emerging Purple Fabric engine.
Secured 53 new customers and enabled 82 digital transformations in the last 12 months; strengthened leadership with 27 senior hires and key board appointments.
Board approved unaudited financial results for the quarter and nine months ended December 31, 2025, and key management changes including re-appointments and new independent director.
Financial highlights
Platform revenue for LTM reached INR 497 crore, up 128% year-on-year; license-linked revenue for LTM was INR 1,595 crore, up 37% year-on-year.
Q3 total income was INR 753 crore, up 21% year-on-year; Q3 license-linked revenue was INR 391 crore, up 34% year-on-year.
Q3 EBITDA was INR 122 crore (16% margin); Q3 PAT was INR 28 crore, impacted by a one-time gratuity provision and deferred tax.
Cash and cash equivalents as of December 2025 were INR 1,198 crore, up from INR 804 crore year-on-year.
Consolidated revenue for the quarter ended December 31, 2025, was ₹7,313.84 million, with net profit after tax of ₹691.64 million.
Outlook and guidance
Targeting consistent 20%+ growth on an LTM basis, aiming to cross INR 800 crore quarterly revenue in the next two quarters.
Confident of maintaining 20%+ EBITDA margin for the full year, with LTM EBITDA margin at 23.8%.
Sales funnel expanded to INR 12,038 crore with 98 active high-value pursuits; average deal size increased to INR 66 crore.
Company continues to monitor regulatory developments regarding Labour Codes and will adjust accounting as needed.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
Next Intellect Design Arena earnings date
Next Intellect Design Arena earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)