Infobeans Technologies Ltd — Q4 FY26 earnings call
Summary generated by AI from the official transcript Infobeans Technologies Ltd filed with BSE on 04 May 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
InfoBeans reported FY26 revenue of Rs 539 crore, with EBITDA of Rs 138 crore and PAT of Rs 87 crore, marking growth over the prior year. Management said Q4 revenue grew 37% year-on-year with EBITDA up 24% and PAT up 104%, and announced a dividend of Rs 1 per share along with the launch of a new AI product, Insane SDD 2.0, and an assurance layer called RAI. Management also discussed headcount growth to 1790, geographic revenue mix, receivables growth, and a change in hedging policy.
Numbers mentioned
Revenue: 539 crores (FY26)
p. 3
“The financials have crossed 500 crores for the first time, revenue at 539 crores, EBITDA has increased to 138.”
Avinash, page 3 of the filed PDF · View the filing
EBITDA: 138 crores (FY26)
p. 3
“The financials have crossed 500 crores for the first time, revenue at 539 crores, EBITDA has increased to 138.”
Avinash, page 3 of the filed PDF · View the filing
PAT: 87 crores (FY26)
p. 3
“PAT is 87 crores, cash and cash equivalent is 339, that includes AR of 108.”
Avinash, page 3 of the filed PDF · View the filing
Revenue CAGR: 23% (Since 2021)
p. 3
“23% CAGR since 2021, on the revenue side.”
Avinash, page 3 of the filed PDF · View the filing
AI augmented revenue: 43% (FY26)
p. 3
“This year, we have generated 43% of our revenue through AI augmented software development work.”
Avinash, page 3 of the filed PDF · View the filing
Headcount: 1790
p. 3
“the head count is now 1790 and we have recently announced our buyback and bonus in the last few quarters.”
Avinash, page 3 of the filed PDF · View the filing
Top five clients revenue contribution: 40%
p. 4
“Top five clients contribute about 40% of the top line and the top 10 gives us 57%.”
Avinash, page 4 of the filed PDF · View the filing
Top ten clients revenue contribution: 57%
p. 4
“Top five clients contribute about 40% of the top line and the top 10 gives us 57%.”
Avinash, page 4 of the filed PDF · View the filing
New clients onboarded: 24 (FY26)
p. 4
“We onboarded 24 clients at this year.”
Avinash, page 4 of the filed PDF · View the filing
Revenue growth (quarterly, YoY): 37% (Q4 FY26)
p. 4
“I'm very happy to share that we have grown 37% year-on-year on the revenue side, 24% on the EBITDA side, and 104% on the PAT side.”
Avinash, page 4 of the filed PDF · View the filing
EBITDA growth (quarterly, YoY): 24% (Q4 FY26)
p. 4
“I'm very happy to share that we have grown 37% year-on-year on the revenue side, 24% on the EBITDA side, and 104% on the PAT side.”
Avinash, page 4 of the filed PDF · View the filing
PAT growth (quarterly, YoY): 104% (Q4 FY26)
p. 4
“I'm very happy to share that we have grown 37% year-on-year on the revenue side, 24% on the EBITDA side, and 104% on the PAT side.”
Avinash, page 4 of the filed PDF · View the filing
Revenue growth in USD terms: 27% (Q4 FY26)
p. 4
“on the USD terms, we have grown 27% year-on-year for this quarter.”
Avinash, page 4 of the filed PDF · View the filing
Revenue growth quarter-on-quarter: 6.5% (Q4 FY26)
p. 4
“the revenue growth quarter-on-quarter was 6.5%.”
Avinash, page 4 of the filed PDF · View the filing
Full year revenue growth: 32% (FY26)
p. 4
“we are now at 32% year-on-year growth on the revenue side for this fiscal”
Avinash, page 4 of the filed PDF · View the filing
Full year revenue growth in USD terms: 24% (FY26)
p. 4
“In USD terms, revenue grew by 24% year-on-year.”
Avinash, page 4 of the filed PDF · View the filing
EBITDA margin: 26% (FY26)
p. 4
“On EBITDA side, we have grown from 20% to 26% and from the PAT side, 9% single-digit margins to 16% margin.”
Avinash, page 4 of the filed PDF · View the filing
PAT margin: 16% (FY26)
p. 4
“On EBITDA side, we have grown from 20% to 26% and from the PAT side, 9% single-digit margins to 16% margin.”
Avinash, page 4 of the filed PDF · View the filing
Dividend per share: Rs 1 (FY26)
p. 5
“This year, the board has approved a regular dividend of 1 rupee per share, which is four times what we used to pay last year.”
Avinash, page 5 of the filed PDF · View the filing
Dividend as percentage of PAT: 11% (FY26)
p. 5
“This represents 11% of the profit after tax for this fiscal year.”
Avinash, page 5 of the filed PDF · View the filing
Receivables increase: 22 crores
p. 15
“Receivables have increased by 22 crores.”
Mehul, page 15 of the filed PDF · View the filing
US revenue share: 53%
p. 6
“The US geography contributing 53% to the top line, the total revenue.”
Avinash, page 6 of the filed PDF · View the filing
Europe revenue share: 35%
p. 6
“Europe 35%, Middle East UAE market about 7%, India and rest of the world which is APAC is 4%.”
Avinash, page 6 of the filed PDF · View the filing
Share price as of 31 March: 123
p. 7
“As of 31 st of March, our share price was 123, and the break-up in terms of the shareholding was 27% with the public and now 73% with the promoters.”
Avinash, page 7 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
AI-led revenue share — 100% · next 12 months
stated as an aspiration by Avinash
p. 3
“We aim to make this 100% in the next 12 months.”
Avinash, page 3 of the filed PDF · View the filing
EBITDA margin — 24%
stated as an aspiration by Avinash
p. 4
“We always maintain that we are happy with 24% EBITDA margin and 14% PAT margins.”
Avinash, page 4 of the filed PDF · View the filing
Promoter dilution/pledge — up to 3% · until October 26
stated firmly by Avinash
p. 13
“There is a public statement that we made in October where we said we will dilute up to 3% or we will pledge up to 3%.”
Avinash, page 13 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Management said about 7% of business came from new clients, with the rest from existing relationships.
Answered by Avinash
Asked by Mehul: How much of FY26 revenue growth came from existing clients versus new client additions?
p. 7
“We have about 7% business coming from the new clients.”
Avinash, page 7 of the filed PDF · View the filing
Management declined to give forward guidance but noted growth momentum across geographies.
Answered by Avinash
Asked by Mihir: Can management provide guidance for revenue growth and margin for the next year?
p. 10
“Mihir, unfortunately, we do not give any guidance.”
Avinash, page 10 of the filed PDF · View the filing
Management said it is comfortable with current margins and does not expect margins to necessarily decline, but reiterated the 24% target as a floor.
Answered by Avinash
Asked by Mihir: Would margins next year be lower given planned investments?
p. 11
“No, I mean, I'm happy with 26%. If I can get more, why not?”
Avinash, page 11 of the filed PDF · View the filing
Management said they experimented with hedging in the past but stopped the practice entirely from January this year.
Answered by Avinash
Asked by Tushar: What is the company's hedging policy and were there currency tailwinds this quarter?
p. 18
“So currently, as we speak, there is no hedging policy, we have stopped doing it starting January this year.”
Avinash, page 18 of the filed PDF · View the filing
Management clarified it is not a new line of business but a strategic real estate decision to build a campus on land acquired from the state government.
Answered by Avinash
Asked by Hitesh: How does the IT park investment align with the core business?
p. 18
“Let me clarify this is not a line of business for us. We are not a real estate company.”
Avinash, page 18 of the filed PDF · View the filing
Management attributed the increase to larger Fortune 500 clients with longer payment cycles, and said revenue growth naturally increases receivables.
Answered by Avinash
Asked by Mehul: What caused the increase in receivables?
p. 15
“They come up with their 90-day kind of a payment cycle, which is where the receivables have been increasing for us.”
Avinash, page 15 of the filed PDF · View the filing
Risks flagged
US macro environment remains challenging
p. 6
“quite a good sign for us in the current challenging macro environment pertaining to US geography.”
Avinash, page 6 of the filed PDF · View the filing
Inability to settle on a consistent currency hedging policy across different macro environments
p. 17
“So we are not able to find a good standard policy that fits multiple macro environment that we've been seeing in the last four or five years.”
Avinash, page 17 of the filed PDF · View the filing
Receivables increasing due to longer payment cycles from large clients
p. 15
“They come up with their 90-day kind of a payment cycle, which is where the receivables have been increasing for us.”
Avinash, page 15 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.