Company Overview

Meta Infotech Ltd (Scrip Code: 544441) submitted an Investor Presentation for the half year and year ended March 31, 2026, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The presentation is for an earnings call scheduled for Wednesday, June 3, 2026. The document was signed by Mansi Sheth, Company Secretary & Compliance Officer, on May 29, 2026.

Key Quantitative Figures

  • Revenue from Operations (FY26): ₹2,700 million, representing 23% YoY growth from ₹2,188 million in FY25.
  • Revenue from Operations (H2FY26): ₹599 million, representing 72% YoY growth from ₹348 million in H2FY25.
  • Profit After Tax (FY26): ₹109 million, representing a 24% YoY decline from ₹143 million in FY25.
  • Profit After Tax (H2FY26): ₹4 million, representing an 86% YoY decline from ₹31 million in H2FY25.
  • EBITDA (FY26): ₹180 million, representing a 27% YoY decline from ₹246 million in FY25.
  • EBITDA Margin (FY26): 7% compared to 11% in FY25.
  • Gross Profit (FY26): ₹556 million, representing 11% YoY growth from ₹499 million in FY25.
  • Gross Margin (FY26): 21% compared to 23% in FY25.
  • Employee Expenses (FY26): ₹243 million compared to ₹182 million in FY25.
  • Other Expenses (FY26): ₹132 million compared to ₹71 million in FY25.
  • Employee Strength: Increased from 265 as of March 2025 to 309 as of March 2026.
  • Order Book (as of May 27, 2026): ₹5,060 million, representing approximately 1.9x of FY26 revenue.
  • IPO Size: Successfully completed an IPO of ₹801.8 million, consisting of a Fresh Issue of ₹200.5 million and an Offer For Sale by Promoters of ₹601.3 million.

Strategic and Operational Highlights

  • The company added 18 new clients during FY26 across sectors including healthcare, telecom, banking, financial services, and manufacturing.
  • Expanded geographic footprint with entry into Hyderabad, Chennai, Delhi, and Bengaluru, with Pune expansion upcoming.
  • Onboarded 6 new vendors, expanding cybersecurity offerings.
  • Added 2 new technological capabilities: Micro segmentation and Patch management.
  • The company maintains a diversified client base across Banking, Capital Markets, NBFCs, IT/ITES, Insurance, Automobile, FMCG, Pharmaceuticals, Real Estate, Manufacturing, and Conglomerates.
  • Maintains partnerships with global cybersecurity OEMs across categories including SASE, XDR, Cloud Security, and SIEM.

Management Commentary

Mr. Venu Gopal Peruri, Chairman & Managing Director, stated that FY26 was a landmark year with successful listing and strong business momentum. He cited strategic investments toward expansion, talent acquisition, and vendor onboarding as factors impacting short-term profitability while positioning the company for long-term growth. He expressed confidence in sustaining strong growth given the robust order pipeline and expanding cybersecurity landscape.

Future Outlook

The company provided an FY29 outlook targeting Profit After Tax of up to 4x the FY26 PAT level. The strategic direction is centered on building a scalable, service-led business model focused on long-term value creation, profitability, and specialized expertise. The company plans to increase focus on cybersecurity services and solutions-driven engagements while reducing exposure to low-margin product deals.

Capital Structure and IPO Proceeds Utilization

The company listed on BSE with effect from July 11, 2025. As of March 31, 2026:

  • Repayment of Borrowings: ₹153.50 million deployed (completed)
  • Investment in New Office Premise: ₹0 deployed out of ₹12.04 million allocated (in progress)
  • Setup of Interactive Experience Centre: ₹0 deployed out of ₹9.08 million allocated (in progress)
  • General Corporate Purposes: ₹0.23 million deployed (completed)
  • Total Balance for Deployment: ₹21.12 million

Balance Sheet Highlights (as of March 31, 2026)

  • Total Assets: ₹1,286 million
  • Property, Plant & Equipment and Intangible Assets: ₹156 million
  • Inventories: ₹218 million
  • Trade Receivables: ₹563 million
  • Cash & Cash Equivalents: ₹25 million
  • Shareholders' Funds: ₹733 million
  • Total Liabilities: ₹1,286 million

Employee and Talent Development

The company established an in-house Cybersecurity Training Centre in 2019, accredited through EC-Council, offering a Certified Cyber Security Specialist (CCSS) program with classroom training (1 month), lab training (2 months), and on-field training (3 months). More than 90% of employees possess technical knowledge in core business.

Awards and Recognition

The company received several awards including Zscaler Service Partner of the Year (2025), #Time2Leap National Award for Best IT Services Company of the Year (2024), and Channel Accelerator Award in Cybersecurity (2024).

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