InfoBeans Technologies Ltd – Investor Presentation Summary

Key Operational Highlights

  • Global workforce of 1800+ employees across USA (Silicon Valley, New York), Europe (Frankfurt), India (Indore, Pune, Chennai, Bengaluru), and Middle East (Dubai)
  • Client retention excellence with over 90% of revenue coming from existing clients and average partnership duration exceeding 9 years
  • Fortune 500 client portfolio including major logistics companies, German technology conglomerates, banking institutions, and cloud data services companies
  • Key drivers: AI-led engineering services, platform modernization, and enterprise agentic implementations

Segment-wise Performance

  • Revenue breakdown by client HQ geography: 75% from Americas, 15% from Europe, 10% from Rest of World
  • Growth driven by expansion in key clients across all markets

Financial Highlights

Q2 FY27 Performance:

  • Revenue: ₹166 crore (₹163 crore from operations + ₹3 crore other income)
  • EBITDA: ₹41 crore
  • PAT: ₹26 crore
  • EBITDA Margin: 24% (target steady state margin)
  • PAT Margin: 16%

YoY Comparison (Q2 FY27 vs Q2 FY26):

  • Revenue growth: 28% (from ₹130 crore)
  • EBITDA growth: 14% (from ₹36 crore)
  • PAT growth: 16% (from ₹23 crore)

QoQ Comparison (Q2 FY27 vs Q1 FY27):

  • Revenue growth: 6% (from ₹157 crore)
  • EBITDA growth: 14% (from ₹35 crore)
  • PAT growth: 21% (from ₹22 crore)

H1 FY27 Performance:

  • Revenue: ₹322.6 crore (30% YoY growth from ₹247.3 crore)
  • EBITDA: ₹75.9 crore (18% YoY growth from ₹64.6 crore)
  • PAT: ₹47.9 crore (22% YoY growth from ₹39.4 crore)
  • USD revenue growth: 22% YoY for both Q2 and H1

Drivers of financial performance: Growth in key clients across markets, though margins affected by continued investments in building AI and sales capabilities. Other income reduction attributed to notional loss due to recent RBI interest rate hike.

Geographical Revenue Split

  • Domestic vs Export: Not explicitly specified
  • Regional breakdown: Based on client HQ - 75% Americas, 15% Europe, 10% Rest of World

Balance Sheet Snapshot

As of 30th September 2026:

  • Total Assets: ₹532 crore (increased from ₹489 crore in Mar 2026)
  • Non-current Assets: ₹127 crore (decreased from ₹144 crore)
  • Current Assets: ₹405 crore (increased from ₹345 crore)
  • Total Equity: ₹453 crore (increased from ₹414 crore)
  • Non-current Liabilities: ₹36 crore (decreased from ₹41 crore)
  • Current Liabilities: ₹43 crore (increased from ₹34 crore)

Balance sheet changes include: Amortization of intangibles (₹13 crore), unwinding of MAT DTA (₹1 crore), increase in intangible assets (₹2 crore), reclassification of FDR to Current Assets (₹8 crore), addition in infra assets (₹3 crore), redemption of Treasury (₹4 crore), increase in trade receivables (₹36 crore), increase in cash equivalents (₹22 crore), increase in profit (₹49 crore), dividend paid (₹10 crore), unwinding of lease liabilities & DTL (₹5 crore), increase in trade payables (₹5 crore), reduction in statutory dues (₹4 crore)

Capex & Cash Flow Health

  • Capital expenditure details: Not explicitly specified
  • Free cash flow: Not explicitly specified
  • Operating cash flow: Not explicitly specified
  • Net debt movement: Not explicitly specified

Strategic & R&D Initiatives

AI Capabilities:

  • Claude Select Partner Tier in Claude Partner Network
  • ISO/IEC 42001 Certified for AI management systems
  • Engineering the Agentic Enterprise: Deploying AI agents inside enterprise systems with governance & cost discipline
  • Global Practice: Building with Claude across US, Europe, Middle East & India
  • Target Sectors: BFSI, Storage & Virtualization

Proprietary AI Engineering Products:

  • RAI: MCP-based software reliability and validation layer for AI outputs
  • EWSH: Early warning signals for large-scale commercial lending risks in BFSI
  • RDE: Rules Discovery for large data sets in BFSI
  • Insane SDD 2.0: Spec-driven framework converting requirements to code faster
  • Expona 2.0: AI agent answering real-time from public & internal knowledge

Service Offerings:

  • Agentic implementations in enterprise setups
  • Agentforce implementations
  • Salesforce brown-field implementation for AI-enablement
  • NowAssist and ServiceNow AI Tower for HRSD and CSM global rollouts
  • AI accelerators for banking, insurance, and risk designed for compliance and enhanced CX
  • AI-optimized storage across NAS, SAN, DAS, and cloud platforms

Industry Trends & Business Environment

  • Growing enterprise demand for AI-led engineering and platform modernization
  • Increased adoption of agentic implementations in enterprise setups
  • Market expansion in BFSI, storage & virtualization sectors for AI solutions

Management Commentary & Growth Outlook

  • 24% EBITDA margin identified as target steady state margin
  • Continued investments in building AI and sales capabilities
  • Focus on sustained growth momentum across key markets

ESG Updates

  • Awarded EcoVadis Bronze Medal for sustainability, ranking in top 35% globally across Environment, Labor & Human Rights, Ethics, and Procurement
  • Social initiatives: 53 students graduated in last quarter with 36 placements in software companies, 2 new batches launched (Indore & Pune), 5 active batches total, strategic MoU with MIT Ujjain for ITEP program
  • Environmental initiatives: Van Mahotsav plantation drive, 465 trees planted on team members' birthdays this quarter

Market Data

As of 30th September 2026:

  • Face Value: ₹10.00
  • Equity Shares Outstanding: 969.59 lakhs
  • Trailing 12 months EPS: ₹9.14
  • Market Price: ₹143.50
  • Market Cap: ₹1391.58 crore
  • Trailing PE: 15.70