Date: July 31, 2026

Financial Performance Summary

Q1 FY27 Financial Highlights

Income:

  • Total income stood at INR 872.18 Cr in Q1 FY27 compared to INR 734.37 Cr in Q1 FY26, representing 19% YoY growth
  • Revenue from operations: INR 845.17 Cr (Q1 FY27) vs INR 700.79 Cr (Q1 FY26)
  • Other income: INR 27.01 Cr (Q1 FY27) vs INR 33.58 Cr (Q1 FY26)

Revenue Breakdown:

  • Platform revenue: INR 141 Cr vs INR 126 Cr in Q1 FY26
  • License revenue: INR 166 Cr vs INR 129 Cr in Q1 FY26
  • AMC revenue: INR 150 Cr vs INR 134 Cr in Q1 FY26
  • License-linked revenue (License + Platform + AMC): INR 457 Cr vs INR 389 Cr in Q1 FY26

Profitability Metrics:

  • EBITDA: INR 194.26 Cr vs INR 176.03 Cr in Q1 FY26
  • Profit Before Tax (PBT): INR 135.41 Cr vs INR 126.03 Cr in Q1 FY26
  • Profit After Tax (PAT): INR 102.07 Cr vs INR 94.49 Cr in Q1 FY26
  • PAT after exceptional items: INR 102.07 Cr vs INR 94.49 Cr in Q1 FY26

Expenditure Analysis:

  • Software Development Expenses: INR 378.26 Cr vs INR 319.77 Cr in Q1 FY26
  • Gross Margin: INR 493.91 Cr vs INR 414.60 Cr in Q1 FY26
  • SG & A Expenses: INR 241.48 Cr vs INR 184.36 Cr in Q1 FY26
  • R & E Expenses: INR 58.17 Cr vs INR 54.21 Cr in Q1 FY26
  • Total Expenditure: INR 677.91 Cr vs INR 558.34 Cr in Q1 FY26
  • Depreciation & Amortisation: INR (57.60) Cr vs INR (48.14) Cr in Q1 FY26

Cash Flow and Liquidity:

  • Collections for Q1 FY27: INR 763 Cr vs INR 586 Cr in Q1 FY26
  • Cash and Cash equivalents: INR 1,269 Cr vs INR 976 Cr in Q1 FY26

LTM Q1 FY27 Financial Highlights

Income:

  • Total income: INR 3,299 Cr vs INR 2,690 Cr in Q1 FY26

Revenue Breakdown:

  • Platform revenue: INR 595 Cr vs INR 301 Cr in Q1 FY26
  • License revenue: INR 554 Cr vs INR 507 Cr in Q1 FY26
  • AMC revenue: INR 585 Cr vs INR 516 Cr in Q1 FY26
  • License-linked revenue: INR 1,734 Cr vs INR 1,324 Cr in Q1 FY26

Profitability Metrics:

  • EBITDA: INR 721 Cr vs INR 646 Cr in Q1 FY26
  • Profit Before Tax (PBT): INR 502 Cr vs INR 470 Cr in Q1 FY26

Cash Flow:

  • Collections: INR 3,221 Cr vs INR 2,401 Cr in Q1 FY26
  • Cash and Cash equivalents: INR 1,269 Cr vs INR 976 Cr in Q1 FY26

Business Performance and Strategic Initiatives

Customer Acquisition and Transformations

  • 19 new customer wins in Q1 FY27 choosing Intellect for AI-first transformation
  • 16 global financial institutions completed digital transformations (Go-Live) on Intellect platforms
  • 4 senior leaders (SVP and above) joined the company in Q1 FY27

Strategic Platform Developments

Purple Fabric Carve-out:

  • Purple Fabric established as an independent Line of Business led by CEO Deepak Dastrala
  • Focus on accelerating enterprise AI innovation and expanding market adoption across industries

New Platform Launches:

  • AI Digital Banking Platform for challenger banks and digital-native institutions across UK and Europe
  • eMACH.ai Islamic Banking - AAOIFI-compliant platform built on Shariah by Design principles
  • Credit Union Solution Suite - AI-first composable platform for credit unions and mutuals

Geographic Customer Wins

Purple Fabric:

  • India: A financial services company selected Purple Fabric for embedding AI into business decisions and operational workflows

eMACH.ai DTB - Digital Transaction Banking:

  • UAE: Three separate wins - leading Islamic financial institution, MENA banking group, and commercial bank
  • Malaysia: Leading Islamic bank selected for transaction banking modernization

eMACH.ai CBX - Corporate Banking Exchange:

  • Mexico: One of Mexico's largest commercial banks selected for AI-enabled corporate banking
  • France: Leading European asset servicing firm selected for payment origination transformation

eMACH.ai Core Banking:

  • Singapore: Invictus Diversity Technology Pte. Ltd. selected for banking client deployment

eMACH.ai Lending:

  • East Africa: Diamond Trust Bank selected for retail and commercial lending modernization

eMACH.ai DEP (Digital Engagement Platform):

  • Canada: Six credit unions selected for omnichannel digital banking experience

eMACH.ai Custody:

  • India: Three separate wins with financial services companies for post-trade operations modernization

Management Commentary

Arun Jain, Chairman and Managing Director, stated: "Our performance this quarter reflects strong structural momentum, with Q1 FY27 total revenue growing 19% YoY to INR 872 Crores and LTM revenue reaching INR 3,299 Crores. The market is rapidly moving past surface-level generative AI toward deterministic, explainable AI workflows built on First Principles Thinking."

Industry Recognition and Awards

IBSi Global Sales League Table 2026:

  • #1 rankings across eight banking technology categories: Retail Banking Core, Retail Lending, Digital Banking & Channels, Transaction Banking, Private Banking & Wealth Management, InsurTech, Islamic Retail Banking Core, and Regional Leadership in North America
  • 173 contract wins across 29 countries, including 96 wins in North America

Analyst Recognition:

  • Purple Fabric: Notable Vendor in Forrester AI Platforms Landscape, Q1 2026
  • Wealthforce.ai: Notable Vendor in Forrester Digital Wealth Management Landscape, Q2 2026
  • eMACH.ai Platform: Leader in 2026 Gartner® Magic Quadrant™ for Banking Payment Hub Platforms
  • eMACH.ai Payments: Received Nacha Consulting's highest rating across all four major US payment rails

Industry Awards:

  • Purple Fabric: AI-Powered SaaS Solution of the Year at SaaS Tech Summit & Awards 2026
  • Intellect: Leading Technology Partner for AI-First Banking at World Fintech Summit 2026
  • Multiple recognitions at Global Private Banker WealthTech Awards 2026, PWM Wealth Tech Awards 2026, and Wealth Briefing Asia Awards 2026
  • Named to AI FinTech100 2026 and WealthTech100 2026

Customer Recognition:

  • Arab National Bank (ANB) won "Best in Class Transaction Banking" and "Corporate Bank of the Year" awards powered by Intellect eMACH.ai Wholesale Banking

Investor Conference Call

  • Date: July 31, 2026
  • Time: 5:00 PM - 6:00 PM IST
  • Topic: Investor Earnings Call for Q1 FY27 results
  • Registration link: https://us06web.zoom.us/webinar/register/WN_asIJdAI1RO-MP-rGF7TSAg