ebitda
24 pct
FY 2027
management target
INFOBEANS TECHNOLOGIES LIMITED
Last · NSE₹155.69-2.92 (-1.84%)live · yahoo · 47m ago
Market cap——
P/E · TTM17.8fwd — · eps 8.75
Beta0.65vs S&P 500
Div yield0.31%annual · TTM
52w range
₹116.50₹257.50
Volume193.5Ksession
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OpenFilings analyst
Our analyst
Agentic read of the latest earnings call — recommendation updates when we process a new transcript. Research synthesis, not investment advice.
BuyHoldSell
Strong execution is offset by weak visibility on growth conversion, margin recovery, and competitive AI demand.
Hold: InfoBeans delivered strong Q1 FY27 growth, with revenue of ₹153 crore up 33% YoY, EBITDA of ₹35 crore up 21%, and PAT of ₹22 crore up 28%; EBITDA margin was 23% versus the company’s 24% stated annual target. The AI-led growth narrative and 50% US/38% Europe mix are encouraging, but management provided no FY27 growth guidance, while AI and sales investments are already pressuring margins and their revenue payoff remains unquantified.
Themes
- Q1 Fy27 Results
- Ai ลงทุนMents
- Claude Partner Network
- Enterprise It Spending
- Margin Recovery
- Sales Investment
Near term
Management expects to work back toward its usual 24% EBITDA margin target, but near-term margins may remain pressured by AI, hiring, and sales-force investments.
The 9–12 month lag on new enterprise sales investments makes pipeline conversion and bookings the key monitorable.
Anthropic/Claude partnership progression and accelerator customer wins could provide catalysts, but no revenue or profit contribution was quantified.
Longer term
AI-augmented delivery could support higher productivity and incremental client work if customers reinvest efficiency gains rather than demand price concessions.
The company’s enterprise concentration, 94% repeat-customer rate, and focus on BFSI plus storage/virtualization provide a potentially defensible niche.
Competitive moat remains unproven: analysts’ concerns about enterprise AI budgets and discretionary IT spending were not answered because the question was inaudible, and management offered no evidence of differentiated pricing power or AI economics.
Red flags
No specific FY27 revenue-growth guidance despite analyst requests; management only expressed optimism and repeated a long-term goal of doubling sales every three years through organic and inorganic growth.
AI accelerators, licenses, token costs, and sales hiring are consuming investment before producing measurable revenue, with management unable to quantify expected returns.
Management said client budgets should expand as AI lowers delivery costs, but this was an assertion rather than demonstrated evidence; no bookings, pipeline conversion, utilization, or customer ROI data was disclosed.
EBITDA margin declined to 23% in Q1, below the 24% annual target, and management emphasized that the timing of recovery is uncertain.
Forward outlook
Recommendation history
OpenFilings analyst view from primary-source filings and earnings calls — not investment advice.
Earnings transcripts
- Issuer IR
Transcript Jun 2026
INFOBEANS TECHNOLOGIES LIMITED
- Issuer IR
transcript mar 2026
INFOBEANS TECHNOLOGIES LIMITED
- Issuer webcast
Play
INFOBEANS TECHNOLOGIES LIMITED
- Issuer webcast
Play
INFOBEANS TECHNOLOGIES LIMITED
- Issuer IR
IntimationTranscript
INFOBEANS TECHNOLOGIES LIMITED
- Issuer webcast
Play
INFOBEANS TECHNOLOGIES LIMITED
Documents
FormReporting forFiledFlags