Event Type: This was a Q4 FY26 Earnings Conference Call, which included an overview of the financial year and a question-and-answer session with analysts and investors.

Event Date and Time: The earnings call was held on Monday, May 18, 2026, at 04:00 p.m. IST.

Purpose of Event: The stated purpose was to discuss the company's financial and business performance for the fourth quarter and full financial year ended March 31, 2026 (FY26).

Management Participants: The following management members participated in the call:

  • Mr. K. Balachandran – Co-Founder, Whole-Time Director and Chief Executive Officer
  • Ms. Deepta Rangarajan – Co-Founder and Whole-Time Director
  • Mr. P K X Thomas – Chief Technology Officer

The call was moderated by Ms. Asha Gupta from E&Y LLP.

Availability of Materials: An investor presentation was uploaded to the exchange website on the day of the call (May 18) around 1:00 PM. The results and presentation were also mailed to participants and are available on the company's website. The transcript of this call is the subject of this regulatory filing.

Financial Period Discussed: The discussion primarily focused on the full-year (FY26) and fourth quarter (Q4 FY26) results.

Key Financial and Business Highlights (as disclosed in the call):

  • Full-Year Financials: Total revenue for FY26 grew by 23%. EBITDA margin for the year was 14%.
  • Annual Recurring Revenue (ARR) Growth: ARR for the IRIS CARBON (RegTech) product grew by 33%. ARR for the IRIS iDEAL (BFSI regulatory reporting) product grew by 17%.
  • Balance Sheet: The company's cash balance was approximately INR 155 crores as of March 31, 2026. Net worth increased to INR 200 crores from INR 76 crores the previous year, and the book value per share rose to about INR 98 from INR 37.
  • Business Updates: The company added 3 new logos in its SupTech business in FY26, including the Government of Qatar for tax reporting. It opened its account in the ESG reporting solution space. The fledgling DataTech business has been spun off into a subsidiary. The company has also moved to a new corporate office in Navi Mumbai.
  • Forward-Looking Statements & Strategy: Management expressed intent to grow net ARR by around 35% or more. They plan measured investments in sales and marketing and are exploring inorganic opportunities in adjacencies. The company is actively embedding AI technologies into its product stack and development process.
  • Risk Factors: Management indicated that a prolonged Middle East crisis could potentially adversely impact the SupTech sales pipeline if it continues beyond Q1 FY27, though no impact has been seen yet.

Compliance Statement: The document is a submission pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The opening remarks included a standard disclaimer that the discussion may contain forward-looking statements involving known and unknown risks and uncertainties.

Additional Notes Section

  • This filing is the official transcript of the earnings conference call.
  • The document itself is a compliance filing and does not contain new financial data beyond what was discussed in the call; it serves as a formal record of that discussion.
  • Logistical details like dial-in numbers were part of the live call but are not included in this transcript.