Intellect Design Arena Ltd · NSE:INTELLECT
Intellect Design Arena — Q1 FY2026 Earnings Presentation
30 slides from Intellect Design Arena's earnings presentation, July 2025
Slide 1: Q1FY26 Results Earnings Announcement
Q1FY26 Results Earnings Announcement
Slide 2: Safe Harbour Statement
Safe Harbour Statement Certain statements in this release concerning our future prospects are forward-looking statements. Forward-looking statements by their nature involve a number of risks and uncertainties that could cause actual results to differ materially from market expectations. These risks
Slide 3: Intellect: A Global Fintech Product Company
Intellect: A Global Fintech Product Company The World’s only Next, Composable and Contextual Financial Technology Company Our Promise 61 3 6,000+ 500+ Countries Decades of Domain Associates across Customers To drive business growth for financial Expertise in FinTech. 39 nationalities Worldwide insti
Slide 4: More than 70% of the World's Top Banks
More than 70% of the World’s Top Banks #winwitheMACH.ai 9 of TOP 15 9 of TOP 15 8 of TOP 15 14 of TOP 15 10 of TOP 15 North American Banks European Banks Middle Eastern Banks Indian Banks SE ASIA + ANZ Banks #winwitheMACH.ai #winwitheMACH.ai #winwitheMACH.ai #winwitheMACH.ai #winwitheMACH.ai 4
Slide 5: Design is at the Heart of Digital Strategy
Design is at the Heart of Digital Strategy The single most powerful competitive differentiator for financial institutions to drive Digital Leadership Understanding Requirements Stated / Felt / Unstated Observing Patterns World’s first design center 8012 FinTech Design Business, Technology & Connecti
Slide 6: iTurmeric Purple Fabric
First Principles Thinking based Most Comprehensive, Composable and Intelligent Open Finance Platform 454 2385 730 ready-to-use Microservices APIs Events on Cloud Composable Platform Open Business Impact AI Platform iTurmeric Purple Fabric © 2024, Intellect Design Arena Limited. All rights reserved.
Slide 7: Purple Fabric - the Open Business Impact AI Platform
Purple Fabric - the Open Business Impact AI Platform Four Tech Stacks powered by 217 key technologies Make all my enterprise-relevant Create and orchestrate AI Govern and monitor AI agents Swap in or bring your own data available to AI agents to assist, augment and and data for safety, best-fit LLMs
Slide 8: Accelerating growth with eMACH.ai & Purple Fabric
Accelerating growth with eMACH.ai & Purple Fabric ● Intellect has begun gaining traction in the US market with 3 strategic deal wins with 2 global 17 Deal Wins banks ● These deal wins reaffirm the trust placed by global banks in Intellect to enable them in their 15 Go Lives transformation journey ©
Slide 9: Intellect Gains Traction in the US Market with eMACH.ai
Intellect Gains Traction in the US Market with eMACH.ai Canadian headquartered Tier 1 Commercial Bank A San Francisco-headquartered multinational selects Intellect’s eMACH.ai Core Banking financial services company selects eMACH.ai and Wholesale Banking solutions for its US Liquidity Management to e
Slide 10: Destiny Deal
Destiny Deal One of the top KSA banks driving the evolution of wholesale banking in Saudi Arabia chose eMACH.ai Digital Transaction Banking (DTB) that will de-risk banks’ IT operations with up to 40% reduction in IT TCO. The platform covers the working capital cycle from accounts services, payments,
Slide 11: Other Significant Deals
Other Significant Deals A UK-focused bank, serving over 19 million customers, chose Purple Fabric to automate processes through digital expert-based intelligence. One of the UAE’s most respected banks chose eMACH.ai Digital Transaction Banking (DTB) that will help speed up the bank’s go-to- market p
Slide 12: Other Significant Deals
Other Significant Deals A Top 25 middle market independent insurance broker chose Purple Fabric Magic Submission to automate and accelerate the insurance submission process. A Louisiana-domiciled, family-owned surplus lines insurance company chose Purple Fabric Magic Submission to enrich submission
Slide 13: Purple Fabric Unlocks Scale with Strategic Launches and Expanding Deal Pipeline
Purple Fabric Unlocks Scale with Strategic Launches and Expanding Deal Pipeline 13
Slide 14: Purple Fabric Unlocks Scale with Strategic Launches and Expanding Deal Pipeline
Purple Fabric Unlocks Scale with Strategic Launches and Expanding Deal Pipeline Purple Fabric, the world’s first open business impact AI platform, is seeing strong early traction, each aligned to high-impact banking use cases and expected to be converted into deal wins in the near future. The launch
Slide 15: Organisation Announcements
Organisation Announcements © 2024, Intellect Design Arena Limited. All rights reserved. These materials are confidential and proprietary to Intellect and no part of these materials should be reproduced, published in any form by any means, electronic or mechanical including photocopy or any informati
Slide 16: Organisation Announcements
Organisation Announcements Dave Thomas has joined Intellect as EVP and Business Head, Credit Union & Small Market Financial Institutions. He will lead the transition of Canadian Credit Unions to Intellect’s Digital Experience Platform (DEP) and oversee Forge operations. With over 35 years of experie
Slide 17: Organisation Announcements
Organisation Announcements Vivek Patil has joined Intellect as EVP and Chief Growth Officer for Intellect Consumer Banking. In this role, he will lead large transformation deals in India and adjacent markets, drive business growth through curated non-linear solutions, and head the presales and post-
Slide 18: Performance Overview
Performance Overview © 2024, Intellect Design Arena Limited. All rights reserved. These materials are confidential and proprietary to Intellect and no part of these materials should be reproduced, published in any form by any means, electronic or mechanical including photocopy or any information sto
Slide 19: Financial Highlights
Financial Highlights Quarterly Financials INR Cr Q1 FY 26 Q4 FY 25 Q1 FY 25 Growth YoY TOTAL INCOME 734 749 621 18% EBITDA 176 227 137 28% LLR 389 392 313 24% PAT 94 135 74 27% DSO (Excl. GeM and 132 110 105 Contractually Not Due) © 2024, Intellect Design Arena Limited. All rights reserved. These ma
Slide 20: Q1FY26 - Financial Highlights
Q1FY26 - Financial Highlights 734 Cr 126 Cr 415 Cr 56% 389 Cr Licence Linked Revenue (INR) Total Income Platform Gross Margin Gross (License + Platform + AMC Revenues) (INR) Revenue (INR) (INR) Margin% 1,041 Cr 129 Cr 134 Cr 176 Cr 24% Annual Recurring Revenue (ARR) (On Annualised Basis) License (IN
Slide 21: LTM Q1FY26 - Financial Highlights
LTM Q1FY26 - Financial Highlights 2,690 Cr 301 Cr 1,562 Cr 58% 1,324 Cr Licence Linked Revenue (INR) Total Income Platform (License + Platform + AMC Revenues) (INR) Revenue (INR) Gross Margin (INR) Gross Margin % 1041 Cr 507 Cr 516 Cr 646 Cr 24% Annual Recurring Revenue (ARR) (On Annualised Basis) L
Slide 22: Revenue Mix: Currency Wise Q1FY26
Revenue Mix: Currency Wise Q1FY26 OTHERS 10% EURO 6% INR 12% USD 45% CAD 13% © 2024, Intellect Design Arena Limited. All rights reserved. These materials are confidential and proprietary to Intellect GBP and14% no part of these materials should be reproduced, published in any form by any means, elec
Slide 23: Unaudited Financial Results for the First Quarter Ended – June 30, 2025
Unaudited Financial Results for the First Quarter Ended – June 30, 2025 Additional Information on function wise classification of the statement of Profit and Loss of the Group (Consolidated Unaudited) Quarter Ended LTM Year Ended Full Year Ended INR Cr Particulars Jun 30, 2025 Mar 31, 2025 Jun 30, 2
Slide 24: Strong Funnel Progression
Strong Funnel Progression The current funnel of Intellect INR 11,300 Cr Destiny Q1FY26 Q4FY25 Q1FY25 INR 10,234 Cr Deals INR 8,526 Cr # Of Deals 95 93 86 Avg Deal Q1FY26 Q4FY25 Q1FY25 Size 62 60 52 INR Cr Q1FY26 Q4FY25 Q1FY25 Out of INR 11,300 Out of INR 10,234 Out of INR 8,526 Cr Cr funnel value, C
Slide 25: Destiny Deals - consistent growth in big ticket deals
Destiny Deals - consistent growth in big ticket deals Q1FY26 Q4FY25 Q1FY25 ● 3 Won > INR 50 Cr 26 ● 1 Lost ● 21 from previous qtr 25 23 ● 5 added ● 1 Won INR 30 Cr – ● 2 Lost INR 50 Cr 31 31 28 ● 28 from previous qtr ● 3 added ● 2 Lost INR 20 Cr – 37 35 38 ● 35 from previous qtr INR 30 Cr ● 3 added
Slide 26: eMACH.ai Acknowledged as a Transformative Open Finance Platform by industry
eMACH.ai Acknowledged as a Transformative Open Finance Platform by industry Gartner Celent Intellect is rated highly in Gartner's Critical Capabilities for Retail Core eMACH.ai DEP is identified among "Functionality Standouts" in reports titled ‘Celent Retail Banking Systems, Europe Digital Banking
Slide 27: Accelerating Market Presence: Strategic Showcases for eMACH.ai and Purple Fabric
Accelerating Market Presence: Strategic Showcases for eMACH.ai and Purple Fabric NACHA Smarter Faster Payments The 2025 Payments Canada Vision 2030: Reinventing Lending Finovate Spring 2025, April 27-30, New Orleans, USA SUMMIT, May 6-8, Toronto, Canada with eMACH.ai, May 7, Mumbai 7-9 May, USA Nati
Slide 28: Stock Information
Stock Information Shareholding Pattern (As on 30th June 2025) Stock Data (As on 30th June 2025) Market Cap ₹ 15973.40 Cr. Stock Price 1149 Promoters Others 52 Week (High / Low) ₹ 1255/577 NSE / BSE - Symbol INTELLECT / 538835 FPI No. of Shares Outstanding 139020057 6.49% Mutual Funds Average Daily V
Slide 29: Contacts
Contacts Vasudha Subramaniam Praveen Malik Nachu Nagappan Investor Relations Corporate Communication Chief Financial Officer +91 8939782837 +91 8939619676 vasudha.s@intellectdesign.com praveen.malik@intellectdesign.com nachu.nagappan@intellectdesign.com © 2024, Intellect Design Arena Limited. All ri
Slide 30: © 2025, Intellect Design Arena Limited. All rights reserved. These materials are confidential and
© 2025, Intellect Design Arena Limited. All rights reserved. These materials are confidential and proprietary to Intellect and no part of these materials should be reproduced, published in any form by any means, electronic or mechanical including photocopy or any information storage or retrieval sys
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