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INFOBEAN · Q1 FY27 · investor call

INFOBEAN

InfoBeans reported strong Q1 FY27 results with 33% YoY revenue growth to ₹156.8 crore, driven by sustained demand across markets and investments in AI capabilities. Margins were impacted due to increased tax expenses and ongoing optimization efforts. The company emphasized its focus on AI-driven solutions, strategic partnerships, and ESG initiatives.

herofinancialssegmentstakeawaysquote

Key financials

Revenue₹157 crore
EBITDA₹35.4 crore
PAT₹21.6 crore

Segment commentary

AI-driven solutions

The company highlighted its AI accelerators and partnerships, such as the Claude Partner Network, which are driving growth and innovation.

Margins

EBITDA and PAT margins were impacted by increased tax expenses and investments in AI and sales capabilities.

Guidance & outlook

  • Ongoing focus on building AI and sales capabilities will continue to drive future growth.
  • Expectations of sustained momentum in revenue growth due to strong client retention and new market opportunities.

Notable quotes

“Creating WOW! is not just a tagline for us, it’s our religion!”— Avinash Sethi
“We are now an ISO 42001:2003 certified, making us an early adopter of the global standard for Artificial Intelligence Management Systems (AIMS).”— Opal Perry

Key takeaways

  • Strong revenue growth driven by existing clients and market expansion.
  • Investments in AI capabilities are key to future growth but may impact near-term margins.
  • ESG initiatives and certifications strengthen the company's brand and operational standards.

Risks flagged

  • Increased tax expenses impacting margins.
  • Ongoing optimization efforts affecting short-term profitability.
Educational analysis only. Not investment advice. Consult a SEBI-registered advisor before investing. Source: https://nsearchives.nseindia.com/corporate/INFOBEAN_22072026120254_IntimationofPPT.pdf
Full transcript (1,512 words)
To, Date: 22nd July, 2026 The Listing and Compliance Department, The Manager, National Stock Exchange of India Limited Listing Dept. Exchange Plaza, 5th Floor, BSE Limited Plot No. C/1, G block, Phiroze Jeejeebhoy Towers, Bandra Kurla Complex Dalal Street, Bandra East, Mumbai – 400051 Mumbai‐ 400001 Scrip Code: SM‐ INFOBEAN MH‐IN SYMBOL: INFOBEAN Scrip Code: 543644 Subject: Investor Presentation Dear Sir/Madam, With reference to above stated subject please find enclosed herewith InfoBeans Technologies Limited (CIN: L72200MP2011PLC025622) Investor Presentation on Financial Results for the first quarter ended on 30th June, 2026 This is for your information and records. Yours Faithfully, For InfoBeans Technologies Ltd Surbhi Jain Company Secretary & Compliance Officer Investors Call For the quarter ended on 30th June 2026 About InfoBeans InfoBeans, founded in 2000 and now 1800+ strong, is a global AI led data and engineering company. We strive to deliver exceptional and meaningful value to our clients using best software technologies while solving their complex business problems. Europe Creating WOW! is not just a tagline for us, it’s our religion! Frankfurt India Indore, Pune, Chennai, Bengaluru USA Middle East Silicon Valley, and Dubai New York 2 Transformation over the years 2026 2nd Buyback 2021 & 3:1 Bonus 2025 2023 2019 Acquired Pune Launched based Eternus Revenue 399 infobeans.ai Acquired US Crs based 1st Buyback Opal Perry joins 2018 Philosophie as Independent Group, Inc Director Fortune 500 2024 2007 clients in CMMI level 5 each market Revenue 4 Crs. 2012 2005 CMMI level 3 2017 Opened in US IPO on NSE Onboarded Mr. Phaneesh Murthy 22001155 as advisor to 2004 the Board 2000 Opened Revenue Incorporated INR 43 Crs. in Indore Opened Pune Opened in UAE & office Germany InfoBeans at a glance 50 94% 43% 2 2 Overview Large enterprise Come back with Revenue comes from Successful Buybacks, in AI-Augmented acquisitions 2021 and 2025 clients more work Software Development Financials ₹ 539 Cr ₹ 138 Cr ₹ 87 Cr ₹ 360 Cr 23% 2025-26 Revenue EBITDA PAT Cash & cash equivalent Revenue CAGR includes AR of 119 Cr since 2021 Partnerships, awards, and Summit certifications 4 InfoBeans Global Service offerings AI-led Engineering and Agentforce NowAssist and AI accelerators for Storage & Virtualization platform modernization implementations ServiceNow AI Tower for banking, insurance, and HRSD and CSM global risk designed for AI-optimized storage Agentic implementations Salesforce brown-field rollouts compliance and enhanced across NAS, SAN, DAS, in enterprise setups implementation for CX and cloud platforms. AI-enablement Registered Partner with Claude Partner Network 5 Management Team Board of Directors Executive Avinash Sethi Mitesh Bohra Siddharth Sethi Co-founder Co-founder Co-founder Independent Opal Perry Mayuri Mukherjee Sumer Bahadur Singh Chief Data & Technology VP Marketing President of Boarding 7 Officer at easyJet at LT Foods Americas School Association Management Team Highly Experienced Core Team Engineering and People Amit Makhija Denise Cheung Rajagopalan Kannan SVP, Engineering and Delivery SVP, Digital Transformation SVP, Digital Transformation - 27 years in Software Dev & - 27 years in Design & ⎻ 26 years in Engineering Management Innovation Services ⎻ 23 years with InfoBeans - 19 years with InfoBeans - 4 years with InfoBeans Kanupriya Manchanda Arpit Jain VP People VP Design - 22 years in People & - 20 years in Software Development Design & Engineering - 18 years with InfoBeans - 20 years with InfoBeans 8 Management Team Highly Experienced Core Team Sales and Client Success Ram Lakshmi Geetanjali Punjabi VP Client Success Americas VP, Sales (UAE) - 31 years in Software Sales - 24 years in Sales - 16 years with InfoBeans Operations - 10 years with InfoBeans Manish Malpani Tarulata Champawat VP, Solutions SDO & Logistics VP, Solutions (Insurance) - 21 years in Project - 26 years in Engineering & Sales Management - 21 years with InfoBeans - 16 years with InfoBeans 9 Clients Meet some of our clients 172 year old brand, legal Only Company in the world Full range of integrated Human content publisher in all offering tech solutions for life Resources solutions the states of US sciences healthcare compliance Under NDA Under NDA Under NDA A Fortune 200, among A Fortune 500, multinational A Fortune 500, cloud data services world’s largest logistics banking financial services and data storage company companies institution Under NDA Under NDA Under NDA A Fortune 500, German One of the world’s largest A pharmaceutical and technology multinational technology wireless communications company HQ in Germany, with conglomerate organizations presence in 66 countries Our large enterprise clients typically stay partnered with us for over 9 years on average. Each year over 90% of our revenue comes from existing clients. This demonstrates the quality of our offerings and the trust we build with our clients. 11 Q1 FY27 Snapshot (₹ in crores) Jun 2026 Jun 2025* YoY Change Mar 2026 QoQ Change Revenue ₹ 156.8 ₹ 117.9 33% ₹ 147.1 7% EBITDA ₹ 35.4 ₹ 29.2 21% ₹ 33.5 6% PAT ₹ 21.6 ₹ 17.0 28% ₹ 21.4 1% In USD terms, revenue grew 20% YoY * Maintaining comparability, the exceptional Employee Retention Credit of ₹6.3 crores has been excluded 13 Q1 FY27 Sustained Growth Momentum Q1 Revenue Q1 PAT Q1 EBITDA ₹157 Cr ₹22 Cr ₹ 35 Cr +33% vs Q1 FY26 +28% vs Q1 FY26 +21% vs Q1 FY26 Sequential Growth Q1 PAT Margin Q1 EBITDA Margin ₹10 Cr 14% 23% +6.8% vs Q4 FY26 Same as Q1 FY26 -2% vs Q1 FY26 14 Financial Highlights Consolidated Profit & Loss for quarter ended on 30th June, 2026 (in ₹ Crore) Quarter Ended Revenue Particulars Jun 2026 Jun 2025* Mar 2026 Growth in key clients across markets. Revenue from operations 153 112 142 EBITDA Other income 4 6 5 Investments in building AI and Sales capabilities has impacted the margins, ongoing optimisation Total Revenue 157 118 147 efforts. Less: Total Expenditure (excl 122 88 114 Tax expense Dep and Interest cost) Tax expense has increased primarily due to a EBITDA 35 30 33 one-time catch-up adjustment in deferred tax expense for the current quarter. This reflects the EBITDA Margin 23% 25% 22% reduction in deferred tax assets following the company's adoption of the new tax regime effective Less: D&A, Finance cost and 13 14 12 April 1, 2026, which resulted in lower applicable tax Tax rates. PAT 22 16 21 * Maintaining comparability, the exceptional PAT Margin 14% 14% 15% Employee Retention Credit of ₹6.3 crores has been excluded. 15 Financial Highlights Revenue breakup 16 *Based on client HQ AI updates - accelerators ready for GTM PAIN POINT AI-POWERED SOLUTION InsaneSDD AI speeds up coding, but critical delivery gaps An AI-native, Spec-Driven Development From requirements to governed remain: unclear specs, weak handoffs, and accelerator converting business intent into software delivery missing traceability. structured plans and traceable pull requests. PAIN POINT AI-POWERED SOLUTION Expona High-intent users drop off before finding A governed semantic discovery layer From trusted content to guided capabilities, as the connective tissue between transforming approved content into guided journeys content and action stays thin. journeys and qualified handoffs. PAIN POINT AI-POWERED SOLUTION EWSH Risk teams struggle with slow triage, unclear An AI-assisted risk intelligence hub enabling risk explanations, and inconsistent escalation automated, near real-time early-warning Early Warning Signal Hub of early indicators. monitoring and triage. 18 AI updates - accelerators ready for GTM RAI PAIN POINT AI-POWERED SOLUTION QA effort scales with delivery volume, leaving Multi-agent QA and delivery assurance Reliability & Assurance coverage and release confidence inconsistent. accelerator. Intelligence PAIN POINT AI-POWERED SOLUTION RDE Data teams struggle to discover and maintain AI-assisted engine for automated data-quality Rule Discovery Engine business-aligned rules with full traceability. rule discovery and validation. Anthropic Claude Partner: Registered Services Partner in the Claude Partner Network. Rapidly scaling training at large-scale to achieve 100+ certified Claude Engineers by end of this year. 19 Participated in ServiceNow event, Knowledge 26 20 Hosted AgentForce World Tour Mumbai 2026 21 Recognitions & Accolades   BFSI Brand with Best Technology BestB Eemspt loEymerp Bloraynedr ABwraarnd da tA thwea Mraddhya Orientation at the BFSI Tech summit Pradesh Leadership Awards by World HRD Congress 22 Recognitions & Accolades As a Claude Parter, InfoBeans helps enterprises  across the complete AI adoption lifecycle: Readiness assessment & high-value use-case discovery Secure Claude setup & environment configuration Agent, assistant & workflow design and build Remediation of stalled or underperforming AI Last-mile delivery, adoption & enablement Ongoing optimization & managed support 23 ESG We are now an ISO 42001:2003 certified, making us an early adopter of the global standard for Artificial Intelligence Management Systems (AIMS) 24 CSR Impact Highlights 25 students started their careers Madhya Pradesh Leadership Award 2026 for Best CSR Practices MoU with JSPM, Pune facilitated the establishment of the Foundation’s second campus 26 Plantation drive at the Baner office Planted 412 trees on birthdays of team premises supporting sustainability members this quarter 27 Market data as on 30th June, 2026 Price data as of 30th June, 2026 Face Value 10.00 Equity Shares 969.59 Outstanding (Lakhs) Trailing 12 months EPS (₹) 8.76 Market Price (₹) 157.82 Market Cap (₹ Crs) 1530.21 Trailing PE 18.01 29 Thank You! For queries, please contact investor.relations@infobeans.ai