Infollion Research Services Limited — PPTs, 17-04-2026: Investor Presentation

Infollion Research reported strong FY26 results with Revenue at ₹ 102.99 Cr, up 30% YoY. EBITDA grew 1% to ₹ 14.73 Cr, and PAT increased 2% to ₹ 12.72 Cr. Gross margins softened from 44% to 41%, and EBITDA margins from 18.4% to 14.3% due to strategic investments.

The core India business saw steady growth despite H2 softness. New verticals like Huksa (L&D), US Ops, and MENA each hit ₹ 1 Cr annual revenue, marking key milestones. International expansion is strong, with over a third of business from non-India experts.

Strategy focuses on consolidating market position before margin optimization. The company is actively evaluating M&A, backed by ₹ 43 Cr cash. Huksa added 40 new clients and 100+ projects, evolving into a full-stack L&D provider. US expansion is progressing well, with ₹ 1 Cr from US clients and expectations for significant scale-up.

Infollion views AI as a huge opportunity, already offering bot-moderated expert calls and building an AI case study library. Operating cash flows were robust at ₹ 10.51 Cr, and DSO improved from 83 to 67 days. Management sees current margin trends as strategic investments for long-term growth and plans no dividends/buybacks, prioritizing further growth.