Intellect Design Arena announced its Q3 FY26 results, highlighting that its LTM total income crossed ₹3,000 Crs, reaching ₹3,025 Crs, a 23% year-on-year growth. The company’s platform revenue saw a strong 128% year-on-year growth, and license-linked revenue grew by 37%. The company has onboarded 53 new customers and enabled 82 digital transformations over the last 12 months.
Financial Performance Highlights
Intellect Design Arena reported robust financial results, with LTM total income reaching ₹3,025 Crs., representing a 23% year-on-year increase. Platform revenue for the LTM stood at ₹497 Crs., showcasing a strong 128% year-on-year growth. License-linked revenue grew to ₹1,595 Crs., delivering a 37% year-on-year growth.
Key Growth Drivers
The company’s annual recurring revenue stood at ₹1,118 Crs., a 60% year-on-year growth. EBITDA for the last 12 months was ₹709 Crs., up by 33% year-on-year. The company achieved strong improvement in collections, contributing to strengthening its balance sheet and liquidity position.
Business Highlights
Intellect Design Arena successfully enabled 82 digital transformations for global financial institutions. The company’s performance is anchored on three scale business engines: Wholesale Banking, Consumer Banking, and IntellectAI, with Purple Fabric emerging as the fourth growth engine. During the last 12 months, 27 senior leaders joined Intellect, strengthening its global consulting, delivery, product, and go-to-market capabilities.
Q3 Financials
Total income for Q3 stood at ₹753 Crs., reflecting a 21% year-on-year growth. License-linked revenue for the quarter was ₹391 Crs., growing 34% year-on-year. EBITDA for Q3 was ₹122 Crs., translating to a margin of 16%. Profit after tax stood at ₹28 Crs., impacted by a one-time gratuity provision of ₹30.84 Crs. Collections for Q3 stood at ₹913 Crs., up by 65% year-on-year.
Strategic Themes
The company is focused on five strategic themes: technology moat (eMACH.ai), multiple engines working in one flywheel, revenue better tested in demanding financial hubs, success with tier-one banks creating a strong global brand, and downside protection through diversification. Intellect Design Arena is in advanced discussions with a global mainframe infrastructure leader to transition monolithic banks to eMACH.ai-based architectures.
Source: BSE
