Intellect Design Arena Ltd · NSE:INTELLECT
Intellect Design Arena — Q2 FY2026 Earnings Presentation
24 slides from Intellect Design Arena's earnings presentation, Oct 31, 2025
Slide 1: Filing cover letter: Analysts / Institutional Investors Presentation
IDAL/2025-26/SE/38 October 31, 2025 National Stock Exchange of India Ltd Scrip Symbol - INTELLECT BSE Ltd. Scrip Code – 538835 Dear Sir/Madam, Sub: Analysts / Institutional Investors Presentation We enclosed herewith the presentation prepared for the analysts and institutional investors on Unaudited
Slide 2: Q2FY26 Results Earnings Announcement
The World’s only NextGen Open Finance, Composable and Contextual Financial Technology Company Q2FY26 Results Earnings Announcement
Slide 3: 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 4: Intellect: A Global Fintech Product Company
Intellect: A Global Fintech Product Company The World’s only NextGen Open Finance, 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
Slide 5: Design is at the Heart of Our Digital Strategy
Design is at the Heart of Our Digital Strategy The single most powerful competitive differentiator for financial institutions to drive Digital Leadership Understanding Requirements (Stated / Felt / Unstated) Observing Patterns & Anti Patterns 8012 FinTech Design 8012 FinTech Design Business, Technol
Slide 6: Accelerating growth with eMACH.ai and Purple Fabric
Accelerating growth with eMACH.ai and Purple Fabric Intellect recorded 18 new deals in Q2FY26 including 11 multi-million dollar destiny deals A leading European banking A leading African banking A premier US-based global A national, multi-line casualty giant and a global systemically group with oper
Slide 7: Leadership Position Endorsed by Market Leading Analyst
Leadership Position Endorsed by Market Leading Analyst Acknowledged as a Transformative Open Finance Platform by industry IDC Intellect Global Consumer Banking Corporate Loan Life Cycle Management system has been positioned in the "LEADERS" category in IDC MarketScape: Worldwide Corporate Loan Lifec
Slide 8: 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 9: Awards & Accolades
Awards & Accolades Celebrating Recognition and Industry Excellence Intellect Recognised at The Economic Times Intellect Honoured with AI Award in Financial Making AI Work Awards 2025 Services at National AI Awards 2025 The inaugural edition of The Economic Times ‘Making AI This prestigious award rec
Slide 10: Organisation Announcements
Organisation Announcements Empowering Transformation Through Leadership Excellence Vivek Gupta joined Intellect as President & Global Head of Consulting, overseeing all our business units. A respected industry leader with over 30 years of international banking experience in global roles with Multina
Slide 11: Organisation Announcements: Investment in Infrastructure Expansion
Organisation Announcements Investment in Infrastructure Expansion Intellect is investing in the creation of a state-of-the-art 7.25 lakh sq. ft. facility at its Siruseri campus, dedicated to driving the next phase of innovation and enterprise growth. ● The new facility will house the Purple Fabric A
Slide 12: 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 13: Growth Momentum Accelerates Across All Financial Metrics
Growth Momentum Accelerates Across All Financial Metrics Platform-Led Growth and Cost Discipline Drive Margin Expansion, Strong Collections, and Sustained Financial Resilience Robust Topline Growth Profitability Surges to Record Highs Strong First-Half Performance Intellect delivered a 34% YoY reven
Slide 14: Financial Highlights
Financial Highlights Sustained Quarterly Growth Across All Key Financial Metrics INR Cr Q2 FY 26 Q1 FY 26 Q2 FY 25 Growth YoY TOTAL INCOME 789 734 587 34% EBITDA 184 176 110 68% LLR 423 389 250 69% PAT 102 94 53 94% DSO (Excl. GeM and 122 132 112 Contractually Not Due) © 2024, Intellect Design Arena
Slide 15: Q2FY26 - Delivers Strong Growth, Profitability, and Cash Generation
Q2FY26 - Delivers Strong Growth, Profitability, and Cash Generation Strong financial momentum powered by scalable platforms and disciplined operations; profitability at record highs and cash reserves near ₹1,000 Cr, strengthening outlook 789 Cr 137 Cr 448 Cr 57% 423 Cr Licence Linked Revenue (INR) T
Slide 16: H1 FY26 - Demonstrates Operational Discipline and Consistent Profitability
H1 FY26 - Demonstrates Operational Discipline and Consistent Profitability A resilient first half marked by steady revenue expansion, enhanced profitability, and healthy liquidity - reaffirming Intellect’s financial stability and governance depth 1,523 Cr 263 Cr 863 Cr 57% 813 Cr Licence Linked Reve
Slide 17: LTM Q2FY26 - LTM Performance Reflects Scalable Growth
LTM Q2FY26 - LTM Performance Reflects Scalable Growth and Long-Term Value Creation The full-year trajectory showcases platform-led scalability, recurring revenue strength, and enduring financial resilience built on a solid innovation foundation 2,892 Cr 392 Cr 1,682 Cr 58% 1,497 Cr Licence Linked Re
Slide 18: Revenue Mix: Currency Wise Q2FY26
Revenue Mix: Currency Wise Q2FY26 OTHERS 8% EURO 5% INR 15% USD 48% CAD 12% © 2024, Intellect Design Arena Limited. All rights reserved. These materials are confidential and proprietary to Intellect GBP and12% no part of these materials should be reproduced, published in any form by any means, elect
Slide 19: UnAudited Financial Results for the Second Quarter Ended September 30, 2025
UnAudited Financial Results for the Second Quarter Ended - September 30, 2025 Additional Information on function-wise classification of the statement of Profit and Loss of the Group INR Cr Quarter Ended Half Year Ended Full Year Ended Particulars Sept 30, 2025 Sept 30, 2024 INR Cr Sept 30, 2025 June
Slide 20: Strong Funnel Progression
Strong Funnel Progression Deal Funnel Crosses ₹ 12,000 Cr with Strong Destiny Pipeline The current funnel of Intellect INR 12,003 Cr Destiny Q2FY26 Q1FY26 Q2FY25 INR 11,300 Cr Deals INR 8,889 Cr # Of Deals 97 95 89 Avg Deal Q2FY26 Q1FY25 Q2FY25 Size 63 62 50 INR Cr Q2FY26 Q1FY26 Q2FY25 Out of INR 12
Slide 21: Destiny Deals
Destiny Deals Consistent Growth in High-Value Destiny Deals Strengthens Revenue Visibility Q2FY26 Q1FY26 Q2FY25 ● 3 Won > INR 50 Cr 27 ● 1 Lost ● 22 from previous qtr 26 24 ● 5 added ● 1 Won INR 30 Cr - ● 1 Lost INR 50 Cr 32 31 30 ● 29 from previous qtr ● 3 added ● 3 Won ● 2 Lost 38 35 INR 20 Cr - 3
Slide 22: Stock Information
Stock Information Shareholding Pattern (As on 30th September 2025) Stock Data (As on 30th September 2025) Market Cap ₹ 13,561.46 Cr Stock Price ₹ 975 Promoters Others 52 Week (High / Low) ₹ 1,255 / ₹ 577 NSE / BSE - Symbol INTELLECT / 538835 FPI No. of Shares Outstanding 13,90,91,853 6.27% Mutual Fu
Slide 23: Contacts
Contacts Vasudha Subramaniam Praveen Malik Nachu Nagappan Investor Relations Corporate Communication Chief Financial Officer +91 89397 82837 +91 89396 19676 vasudha.s@intellectdesign.com praveen.malik@intellectdesign.com nachu.nagappan@intellectdesign.com © 2024, Intellect Design Arena Limited. All
Slide 24: © 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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