Intellect Design Arena Limited — Investor Meet, 05-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Intellect Design Arena's Q2 FY26 results: revenue grew 34% YoY to 789 Cr, EBITDA rose 68% to 184 Cr, and PAT reached 102 Cr. H1 performance also showed strong growth. License-linked revenue surged 69% to 423 Cr. The company secured 18 new deals, expanding its global deal funnel over 12,000 Cr. Strategic investments in Purple Fabric AI (25 Cr in Q2) and a new 7.25 lakh sq. ft. facility support growth. Management expressed confidence in sustained growth, driven by eMACH.ai and Purple Fabric's expanding Americas presence. Cash reserves are 927 Cr.