INTELLECTNSEYear 2022-23November 04, 2022

Intellect Design Arena Limited

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Management on call
Venkat T will present you the deck and then the commentary will be made by Mr. Arun Jain. One Safe Harbor
I would like to remind you that anything which we say refers to our outlook for the
Key numbers — 40 extracted
rs,
ndra (E), Mumbai – 400 051. 2. The BSE Ltd. 1st Floor, New Trade Ring, Rotunda Building, PJ Towers, Dalal Street, Fort, Mumbai – 400 001. Scrip Code : INTELLECT Scrip Code : 538835 Dear Sirs,
27%
he performance for the last 12 months which ended on 30th September. This period our revenues grew 27% moving from 2040 crore last year to 2087 crore this year. So, on an annualised basis, if run rate
2040 crore
or the last 12 months which ended on 30th September. This period our revenues grew 27% moving from 2040 crore last year to 2087 crore this year. So, on an annualised basis, if run rate we crossed the 2000 cro
2087 crore
ich ended on 30th September. This period our revenues grew 27% moving from 2040 crore last year to 2087 crore this year. So, on an annualised basis, if run rate we crossed the 2000 crore mark in this square w
2000 crore
40 crore last year to 2087 crore this year. So, on an annualised basis, if run rate we crossed the 2000 crore mark in this square when we close this quarter. The gross margins moved up by 25% against this rev
25%
ossed the 2000 crore mark in this square when we close this quarter. The gross margins moved up by 25% against this revenue growth of 27%, after moving from 931 close to 1166 cross. The EBITDA margin
9%
revenue growth of 27%, after moving from 931 close to 1166 cross. The EBITDA margin moved up by 9%, from 417 to 455 crore; while the profit after tax has remained flat almost from 311 to 314 crore.
455 crore
of 27%, after moving from 931 close to 1166 cross. The EBITDA margin moved up by 9%, from 417 to 455 crore; while the profit after tax has remained flat almost from 311 to 314 crore. The gross margins as t
314 crore
d up by 9%, from 417 to 455 crore; while the profit after tax has remained flat almost from 311 to 314 crore. The gross margins as the slide shows are fairly constant and the EBITDA percentages are 22% again
22%
314 crore. The gross margins as the slide shows are fairly constant and the EBITDA percentages are 22% against 25% last. Collections during the quarter have been healthy, so the last one month collecti
1905 crore
last. Collections during the quarter have been healthy, so the last one month collection is around 1905 crore. Going into the granularity of the revenue, the Technology Day 1 and 2 sessions which were hosted
62%
hat we would like to share is the stupendous growth in platform revenue that fund revenues grew to 62%. They were from 276 crores to 448 in this license the revenues have remained flat. The AMC reven
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Guidance — 20 items
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“Venkat T will present you the deck and then the commentary will be made by Mr.”
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“A lot of financial institutions, investors, private investors, and P houses focus on the quality of the ESD assessment of their target investment.”
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“So are we are accelerating number of deals in coming quarters, we are a well- positioned to ensure that this license numbers can give us a good consistency going forward.”
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“So, we assume that this is a one off quarter where profits have come on a lower end and yearly matrix we will grow at 20%.”
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“If that were to continue, do you think given our high license contribution, and I'm expecting as you migrate more towards platform, there will be more shifts coming ahead.”
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“And what other kind of a error are we signing so but actual number, book number will be lower.”
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“Or do you think this three, four Q because generally you plan ahead for the next year?”
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“So those cost of talent still will be there.”
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“Sometimes you hire more sometimes we step up cost is that something we should expect in Q3/Q4?”
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“Speaker Yeah, what I'm trying to say is the cost structures from this perspective as of now 443 crore is a total cost structure created our cost is 443 crore, it may go up by some 2 million 3 million per quarter based on the new talent requirement and new platform in DTM to those costs will be there or POC cost.”
Risks & concerns — 9 flagged
As chosen, a filtrate of underwriting which combines magic ignition risk analysts and exponent you would have heard the entire data.
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So for us, it's a journey which we are very excited about in spite of a slowdown or high inflation rates in the industry, how big is this year slowing down some impact is there.
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So we have acknowledged that the slowdown impact because of high inflation in Europe and low growth indexes over there is creating our cost structures because of talent is going up more than what we anticipated or planned for and tax structure which is resulting into the our lower PAT margins since tax it is moving from 16% to 26%.
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Speaker It's difficult give me an exact number, but it will 20% Plus for the full year Speaker 20% Plus.
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So we are passively sitting in the same island of technology companies where some slowdown is happening on the technology investments as we move forward.
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Speaker Let me not comment on it as of now, because the market is too volatile right now.
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I mean, yes, there is some change in the market because Speaker There's some change in the market, I think we need to recognize that some slowdown is happening.
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So, this slowdown has resulted in $2 number.
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On the one hand, we keep talking about the fact there's a slowdown in the market.
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Speaking time
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Opening remarks
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538835 Dear Sirs, Sub: Transcript of earning call held on October 28, 2022 for the 2nd quarter of FY 2022-23 In accordance with Regulation 30 & 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, enclosed please find transcript of the earning call held on October 28, 2022 for the 2nd quarter of FY 2022-23. The Transcript of the earning call is also available on the website of the Company. Kindly take the above information on record and confirm compliance. Yours truly, for Intellect Design Arena Limited V V Naresh Company Secretary and Compliance Officer Encl: As above Greetings and welcome everyone. Thank you for joining us today to discuss Intellect Design Arena Limited Financial Results for the 2nd quarter of the Fiscal Year 2022-23 ending 30th September 2022. The investor presentation in the press release has been sent to all of you, and is also available on our website. Our leadership team is present on the call to discuss the result. We have with us tod
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