Intellect Design Arena Limited — PPTs, 30-01-2026: Investor Presentation

Intellect Design Arena reported strong Last Twelve Months (LTM) growth, with Total Income up 23% YoY to 3,025 Cr and PBT rising 34% to 512 Cr. For Q3FY26, Total Income increased 21% YoY to 753 Cr. However, Q3FY26 EBITDA dipped 17% to 122 Cr, and PBT fell 35% to 69 Cr. PAT (after exceptional items) was 28.45 Cr, a significant YoY decline from 70.19 Cr in Q3FY25. License-Linked Revenue (LLR) jumped 37% YoY (LTM) to 1,595 Cr, powered by strong contributions from Wholesale Banking, Consumer Banking, and IntellectAI.

Intellect's core strategy is its AI-First approach, positioning Purple Fabric as a new growth engine. The company is expanding its AI-first payments platform in the US and formed a UK-based joint venture with Fintel for an AI-led Financial Advisory platform.

The company secured 53 new deals and enabled 82 digital transformations in LTM, including 9 new deals in Q3FY26 (4 "destiny deals"). Key customer wins include a US insurance firm, a Sri Lankan bank, and a top Nordic bank. Mr. D. Shivakumar joined the board as an Independent Director.

Cash & Cash Equivalents strengthened to 1,198 Cr (up from 804 Cr YoY), with DSO improving to 102 days. A robust deal pipeline of 12,038 Cr underpins future prospects, reflecting management's focus on AI-first architecture for measurable business impact.