• The document contains the transcript of the Q2 FY27 earnings conference call held on 29th October 2026 at 09:30 A.M. IST.
  • The purpose of the call was to discuss the company's quarterly results and provide a strategic update to investors and analysts.
  • Management participants included Co-founders Avinash Sethi, Siddharth Sethi, and Mitesh Bohra; Associate Director-Finance Krunal Sanghvi; and Company Secretary & Compliance Officer Surbhi Jain.
  • The company confirmed that the transcript would be hosted on the company's website at https://infobeans.ai/investors/.
  • The disclosure includes standard compliance language indicating that forward-looking statements are subject to uncertainties and risks as disclosed in regulatory filings.

Financial Highlights Discussed

  • Q2 FY27 Performance: Revenue grew 28% YoY to ₹165 crore from ₹129 crore, EBITDA grew 14% YoY to ₹41 crore, and PAT grew 16% YoY to ₹26 crore.
  • Quarterly Growth: Revenue increased 6% QoQ, EBITDA grew 14% QoQ, and PAT increased 21% QoQ.
  • H1 FY27 Performance: Revenue grew 30% YoY to ₹318 crore (excluding extraordinary income of ₹6.3 crore from Employee Retention Credit in H1 FY26), EBITDA grew 18% YoY, and PAT grew 22% YoY.
  • Margin Analysis: EBITDA margin improved to 24% in Q2 FY27 from 23% in Q1 FY27; PAT margin improved to 16% from 14% QoQ.
  • Geographic Revenue Mix: USA 49%, Europe 40%, UAE 8%, Rest of World including India 3%.
  • Headcount: Net addition of 43 employees in Q2 FY27 on a base of 1,800+ employees.
  • Cash Position: Significant cash and cash equivalents held in corporate bonds and government securities.

Strategic and Operational Updates

  • AI Partnerships: InfoBeans achieved Claude Select Services partner status from Anthropic, with more than a dozen certified cloud developers and forward-deployed engineers.
  • Certifications: ISO 42001 certified for AI practices.
  • Awards: Recognized as Best Employer Brand in Asia for the 10th time; received Ecovadis Bronze medal for ESG practices (top 35% globally).
  • CSR Initiatives: InfoBeans Foundation runs ITEP (Information Technology Excellence Program) for underprivileged youth and tree plantation drives.
  • M&A Strategy: Actively scouting for ServiceNow or AI and data companies in the $5-15 million revenue range with overseas customers and delivery in India.

Additional Notes

  • The document is a regulatory filing submitted to NSE and BSE, containing the full transcript of the earnings call.
  • The transcript includes detailed Q&A sessions with analysts covering topics growth drivers, hiring plans, AI impact, pricing pressures, geographic diversification, and cash utilization.