Intellect Design Arena Ltd
NSE:INTELLECT

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Intellect Design Arena Ltd Logo
Intellect Design Arena Ltd
NSE:INTELLECT
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Price: 1 039.3 INR 1.63% Market Closed
Market Cap: 144.7B INR

Intellect Design Arena Ltd
Investor Relations

Nestled within the vibrant landscape of financial technology, Intellect Design Arena Ltd. operates as a key architect in the digital transformation of financial institutions. Born from the rich legacy of Polaris Software, the company emerged with a vision to revolutionize banking technology by providing solutions that are both intelligent and integrated. Headquartered in Chennai, India, it serves a global clientele by offering end-to-end banking solutions tailored to the nuances of digital-age finance. Intellect boasts a comprehensive suite of products across banking domains such as digital core banking, lending, transaction banking, and wealth management. These offerings are powered by AI and machine learning, ensuring that financial institutions can adapt to the evolving demands of their clients while remaining compliant with ever-changing regulations.

At the heart of Intellect’s business model lies its ability to generate revenue through licensing and implementing its software solutions, which are meticulously designed to cater to a diverse range of financial institutions—spanning retail banks, corporate banks, insurance firms, and even central banks. The company’s flagship product, iGCB (Global Consumer Banking), exemplifies its expertise in crafting agile solutions that enhance customer experiences and streamline operations. Beyond software licenses, Intellect Design Arena bolsters its revenue stream through consulting services and continuous support arrangements. This diversified approach not only anchors its financial stability but also strengthens its role as a transformative partner in the digital journeys of global financial institutions.

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INTELLECT
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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 31, 2025
AI Summary
Q2 2026

Strong Revenue Growth: Quarterly revenue grew 34% year-on-year to INR 789 crores, and 7% sequentially. Half-year revenue rose 26% year-on-year.

Profitability Surge: Net profit nearly doubled to INR 102 crores for the quarter, up 94%. Half-year EBITDA grew 46%.

ARR & Cash Position: Annual recurring revenue (ARR) crossed INR 1,080 crores, and cash/cash equivalents climbed to INR 927 crores.

Platform Momentum: Significant progress for eMACH.ai and Purple Fabric platforms, with 18 new deal wins in Q2 and a deal pipeline over INR 12,000 crores.

Strategic Investments: Ongoing heavy investment in Purple Fabric (INR 130 crores targeted for the year), impacting margins but seen as critical for future growth.

Margin Outlook: Management expects to remain in the 22–25% EBITDA margin range despite elevated investment, prioritizing growth and platform development.

Guidance Maintained: Company reiterates its 20% year-on-year design growth target for the next 2–3 years, with confidence in sustained performance.

Partnership Expansion: Growing traction with system integrators and global IT partners, with Purple Fabric embedded in roughly 70% of the pipeline.

Key Financials
Revenue
INR 789 crores
Half-year Revenue
INR 1,523 crores
EBITDA
INR 184 crores
Half-year EBITDA
INR 360 crores
Net Profit
INR 102 crores
Half-year PAT
INR 197 crores
License-Linked Revenue
INR 423 crores
ARR (Annual Recurring Revenue)
INR 1,080 crores
Collections
INR 753 crores
Cash and Cash Equivalents
INR 927 crores
Deal Pipeline
INR 12,000 crores
Purple Fabric Revenue (FY Guidance)
INR 200 crores
Purple Fabric Investment (FY)
INR 130 crores
Purple Fabric Investment (Q2)
INR 25 crores
R&D Investment (H1)
INR 105 crores
CapEx (annual)
$20 million per year
Earnings Call Recording
Other Earnings Calls

Management

Mr. Arun Jain B.E.
Chairman & MD
No Bio Available
Mr. Anil Kumar Verma
Whole Time Director
No Bio Available
Mr. Andrew Ralph England
Head of Strategy & Director
No Bio Available
Ms. Vasudha Subramaniam
Chief Financial Officer
No Bio Available
Mr. Uppili Srinivasan
COO & Global Transaction Banking
No Bio Available
Mr. Krishna Rajaraman
Chief Technology Officer
No Bio Available
Mr. K. Govindarajan
Global Head of Administration
No Bio Available
Mr. Praveen Malik
Vice President of Investor Relations
No Bio Available
Mr. Vudali Venkata Naresh
Senior VP, Compliance Officer & Company Secretary
No Bio Available
Mr. K. Satish Kumar
Chief Legal Officer
No Bio Available

Contacts

Address
TAMIL NADU
Chennai
Plot No.3/G -3,, SIPCOT IT Park,, Siruseri,
Contacts