Happiest Minds Robust Growth in H1 FY26, Eyes Continued Momentum

Happiest Minds Technologies announced strong H1 FY26 results, with revenues reaching US$ 129.5 million, a 11.8% YoY increase. The company highlights success in Generative AI and new client acquisition strategies. Looking ahead, Happiest Minds expresses confidence in sustaining double-digit growth and delivering long-term value. Key project wins and analyst recognitions further underscore the positive outlook.

Financial Performance Highlights

Happiest Minds reported a revenue of US$ 129.5 million for H1 FY26, marking an impressive 11.8% YoY growth in constant currency. EBITDA stood at ₹244 crore with a margin of 20.8%. The company’s PAT grew to ₹111 crore, a 10.6% YoY increase, demonstrating efficient financial management. In Q2, total income reached ₹595 crore, an 8.5% YoY rise.

Strategic Initiatives Driving Growth

The success is attributed to ten strategic transformations, particularly the Generative Al Business Unit and a focus on new client acquisitions. The Generative AI Business Unit has identified replicable projects worth nearly US$50 million in sales potential. An independent Net New sales unit added 30 new clients during H1, representing approximately US$50-60 million in potential revenue over the next three years.

Key Operational Metrics

Happiest Minds demonstrated improved operational efficiency, reducing DSO from 91 to 88 days. Utilization rates also reached 80.7%, the highest in the last three years. The company maintains margins above its guidance of 20%, despite salary revisions and strategic investments. Happiest Minds is committed to sustainable growth and value creation for its stakeholders.

Select Project Wins

Happiest Minds secured significant projects, including database modernization for a Fortune 100 insurance company, cybersecurity enhancement for a global healthtech company, and Gen Al refinement for quality engineering processes for a global information services company.

Analyst Recognition

Happiest Minds has been recognized as a ‘Major Contender’ in Everest Group’s Software Product Engineering Services and an ‘Aspirant and Star Performer’ in Retail Services. ISG Provider Lens™ recognized the company as a ‘Product challenger’ in Al-driven ADM Services.

Interim Dividend

The Board has declared an interim dividend of ₹2.75 per equity share (face value of ₹2) for the financial year 2025-26, with a record date of November 4, 2025.

Source: BSE

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