Ivalue Infosolutions Limited · NSE:IVALUE
Ivalue Infosolutions — Q2 FY26 / H1 FY26 Earnings Presentation
19 slides from Ivalue Infosolutions's earnings presentation, Nov 11, 2025
Slide 1: Regulation 30 disclosure cover letter
iValue Infosolutions Limited (Formerly known iValue Infosolutions Private Limited) No. 903/1/1, 19th Main Road, 4th Sector, H.S.R. Layout, Bangalore – 560102, Karnataka, India CIN: U72200KA2008PLC045995|GST: 29AABCI8601B1ZW www.ivaluegroup.com | info@ivalue.co.in November 11, 2025 National Stock Exc
Slide 2: Investor Presentation – Q2 FY26 / H1 FY26
Investor Presentation – Q2 FY26 / H1 FY26 11th November 2025
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by iValue Infosolutions Ltd. (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any secu
Slide 4: Agenda
Agenda 1 Company Overview 2 Financial Overview
Slide 5: Agenda
Agenda 1 Company Overview 2 Financial Overview
Slide 6: iValue – Company Overview & Snapshot of H1 performance
iValue – Company Overview & Snapshot of H1 performance Solves for Started in 2008 – 17 years of continues progress; PE backed since 2019 Performance Availability Scalability Security Forms a vital link between OEMs, SIs & Enterprises in technology solutions ecosystem Business of all sizes are depe
Slide 7: iValue – Adds value to OEM, Partner and Customers
iValue – Adds value to OEM, Partner and Customers 1 Enterprises Value-Added Distributors (VAD) VAD solves for various challenges faced by Curated Solution Stacking & Integration: share at system integrator & OEM level enterprises in selecting vendors like Identifying the Right Vendor, Choosing • O
Slide 8: Presence across Four large and fast growing Technology Segments
iValue – Presence across Four large and fast growing Technology Segments Information Lifecycle Data Center ALM, Cloud & 48% Cybersecurity 25% 12% 14% Management Infrastructure^ Others • Cloud security • Application • Storage system solutions • Edge data centers • Application lifecycle management sec
Slide 9: Our Strengths
Our Strengths Uniquely positioned in the large and fast- Large, expanding and diversified System growing technology solutions and associated Integrator network, with high retention ratio services in India and other neighbouring and repeat business economies Comprehensive multi-OEM solutions Experien
Slide 10: Agenda
Agenda 1 Company Overview 2 Financial Overview
Slide 11: Key Financial Highlights – Q2 FY26 / H1 FY26
Key Financial Highlights – Q2 FY26 / H1 FY26 Q2 FY26 H1 FY26 • Highest ever Gross Sales in Q2 at ₹887.7 crore • Gross Sales stood at ₹1,494.2 crore 37.1% YoY Growth 33.6% YoY Growth • Total Income (net basis) was ₹333.6 crore • Total Income (net basis) was ₹568.7 crore 51.1% YoY Growth 36.0%
Slide 12: Financial Performance (Gross Sales Basis)
Financial Performance (Gross Sales Basis) in INR Crore Gross Sales Growth 37.1% Operating EBITDA Growth 44.2% PAT Growth 57.3% Q2FY26 Performance 887.7 4.8% 5.0% 2.9% 3.3% 647.3 44.5 29.7 30.9 18.9 Q2 FY25 Q2 FY26 Q2FY25 Q2FY26 Q2 FY25 Q2 FY26 Gross Sales Growth 33.6% Operating EBITDA Growth 31.7% P
Slide 13: Tech Segment Wise Performance & Annuity Business
Tech Segment Wise Performance & Annuity Business % of Gross Sales Growth % Revenue Mix Q2 FY26 H1 FY26 Q2 YoY H1 YoY Cybersecurity 53% 48% 25% 29% Data Centre Infrastructure 16% 12% 158% 71% Information Lifecycle Management 20% 25% 37% 40% ALM, Cloud and Others 11% 14% 19% 15% Total 100% 100% 37% 34
Slide 14: Return Ratio
Return Ratio ROCE (Adj.)* % ROE % Q2FY26 Performance 23.5% 41.6% 18.9% 27.8% Q2 FY25 Q2 FY26 Q2 FY25 Q2FY26 ROCE (Adj.)* % ROE % H1FY26 Performance 27.6% 15.9% 20.7% 14.0% H1 FY25 H1 FY26 H1 FY25 H1FY26 * Adjusted Capital employed is calculated as the sum of Tangible Net Worth plus Total Net Debt, a
Slide 15: Working Capital Ratio (Gross Sales Basis)
Working Capital Ratio (Gross Sales Basis) in INR Crore and Net working capital is in days Trade Receivables Trade Payables 1,093 730 846 570 H1FY26 Performance H1 FY25 H1 FY26 H1 FY25 H1 FY26 Inventory Net Working Capital Days 13 12 47 46 H1 FY25 H1 FY26 H1 FY25 H1 FY26 14
Slide 16: Financials Summary (Gross Sales Basis) – Q2 FY26 / H1 FY26
Financials Summary (Gross Sales Basis) – Q2 FY26 / H1 FY26 Particulars (in INR Crore) Q2 FY26 Q1 FY26 QoQ Growth Q2 FY25 YoY Growth H1 FY26 H1 FY25 YoY Growth Gross Sales 887.7 606.4 46.4% 647.3 37.1% 1,494.2 1,118.6 33.6% Other Income 4.2 7.2 (41.6%) 4.2 (0.2%) 11.4 5.8 97.1% Total Income 891.9 613
Slide 17: Financial Highlights – Gross Sales Vs Net Sales
Financial Highlights – Gross Sales Vs Net Sales Particulars (in INR Crore) Q2 FY26 Q1 FY26 Q2 FY25 H1 FY26 H1 FY25 FY25 Gross Sales billed to the Customers (A) 887.7 606.4 647.3 1,494.2 1,118.6 2,439.4 Purchase Cost in respect of Software and Allied (558.4) (378.5) (430.7) (936.9) (706.1) (1,516.7)
Slide 18: Financials Summary (Net Sales Basis) – Q2 FY26 / H1 FY26
Financials Summary (Net Sales Basis) – Q2 FY26 / H1 FY26 Particulars (in INR Crore) Q2 FY26 Q1 FY26 QoQ Growth Q2 FY25 YoY Growth H1 FY26 H1 FY25 YoY Growth Revenue from Operations 329.4 227.9 44.5% 216.6 52.1% 557.3 412.5 35.1% Other Income 4.2 7.2 (41.6%) 4.2 (0.2%) 11.4 5.8 97.1% Total Income 333
Slide 19: Thank You
THANK YOU For Further Information, Please Contact: Asha Gupta – asha.gupta@in.ey.com Pratik Jagtap – pratik.jagtap@in.ey.com Jyoti Gupta – jyoti.gupta2@in.ey.com iValue – investors@ivalue.co.in
iValue Infosolutions — Q2 FY26 / H1 FY26 Earnings Presentation on 6ix