Intellect Design Arena reported a 34% YoY revenue increase in Q2 FY26, reaching ₹789 Cr. EBITDA surged 68% YoY to ₹184 Cr, and PAT nearly doubled with a 94% YoY rise to ₹102 Cr. License-Linked Revenue (LLR) increased by 69% YoY to ₹423 Cr, while ARR surpassed ₹1,080 Cr. The company secured 18 new deals during the quarter.
Strong Financial Performance
Intellect Design Arena announced a strong financial performance for Q2 FY26, marked by substantial growth and improved profitability.
- Revenue: Grew by 34% YoY, reaching ₹789 Cr.
- EBITDA: Increased by 68% YoY to ₹184 Cr.
- PAT: Nearly doubled, rising 94% YoY to ₹102 Cr.
Revenue Mix and Growth Drivers
The company’s License-Linked Revenue (LLR) witnessed significant growth, indicating a shift towards more predictable income streams.
- License-Linked Revenue (LLR): Surged by 69% YoY to ₹423 Cr.
- Annual Recurring Revenue (ARR): Exceeded ₹1,080 Cr.
Deal Wins and Market Momentum
Intellect Design Arena secured multiple new deals and digital transformations during the quarter, showcasing strong market adoption.
- New Deals: Secured 18 new deal wins.
First Half (H1 FY26) Performance
The company also reported solid results for the first half of FY26:
- Revenue: Grew by 26% YoY to ₹1,523 Cr.
- EBITDA: Climbed by 46% YoY to ₹360 Cr.
- PAT: Increased to ₹197 Cr.
Key Strategic Updates
The company highlighted strategic leadership additions and investments in infrastructure expansion.
- Leadership: Vivek Gupta joined as President & Global Head of Consulting. Rakesh Srivastava joined as President and Chief Revenue Officer for the USA, Mexico, and South America.
- Infrastructure: Investing in a new 7.25 lakh sq. ft. facility at its Siruseri campus.
Shareholding and Stock Data (as of September 30, 2025)
- Market Cap: ₹13,561.46 Cr.
- Stock Price: ₹975.
Source: BSE