Intellect Design Arena Limited has released the complete transcript of its Investor Earnings Call held on January 30, 2026, providing comprehensive insights into the company's Q3FY26 performance and strategic direction. The transcript was made available on February 6, 2026, under Regulation 30 compliance.

LTM Performance Milestone

The company achieved a significant milestone with Last Twelve Months (LTM) total income crossing ₹3,000 crores for the first time, reaching ₹3,025 crores and representing 23% year-on-year growth. This achievement reflects the execution of a well-architected growth strategy implemented consistently over the past decade.

Q3FY26 Financial Performance

For the quarter ended December 31, 2025, the company reported total income of ₹753 crores, reflecting 21% year-on-year growth. License-linked revenue stood at ₹391 crores, growing 34% year-on-year. EBITDA for Q3 was ₹122 crores, translating to a 16% margin.

Profit after tax was impacted by a one-time gratuity provision of ₹30.84 crores due to new labour code implementation and resultant deferred tax of ₹7.8 crores. Collections for Q3 stood at ₹913 crores compared to ₹553 crores in Q3FY25, up 65% year-on-year.

Four Growth Engines Strategy

The management outlined four distinct business engines driving growth:

Leadership Appointments and Strategic Partnerships

Manish Maakan has been elevated to Executive President and Group Chief Revenue Officer while continuing as CEO of Intellect Wholesale Banking. The Board approved the appointment of D. Shivakumar as Additional Independent Director, subject to shareholder approval via postal ballot.

Purple Fabric and AI Platform Progress

Purple Fabric, the company's Open Business Impact AI platform, is increasingly embedded in live production environments. The platform is positioned to compete with Palantir and C3.ai in enterprise AI orchestration. Management expressed confidence in achieving ₹200 crores revenue target for Purple Fabric in the current financial year.

Market Recognition and Analyst Validation

Time Magazine recognized Chairman Arun Jain as one of the global growth architects. The company received multiple industry awards including Datos Insights Gold Medal for Innovation, Euromoney's best Transaction Banking Software Provider 2025, and Gartner Visionary recognition in Magic Quadrant for Retail Core Banking Systems.

Management Commentary on Growth Strategy

During the earnings call, management emphasized their "growth by design" approach, targeting consistent ₹100 crores revenue increases quarterly. The company aims to cross ₹800 crores quarterly revenue in the next two quarters while maintaining 20% EBITDA margins on LTM basis.

Earnings Call Transcript Availability

The complete earnings call transcript, spanning detailed Q&A sessions with analysts, is available on the company's website. The call featured comprehensive discussions on business strategy, competitive positioning, and future growth prospects with participation from key executives including CFO Vasudha Subramaniam, CEO Consumer Banking Rajesh Saxena, and CEO IntellectAI Banesh Prabhu.

Intellect design arena Limited has completed the allotment of 87,561 equity shares under its Employee Stock Option Plans (ESOP) on January 28, 2026. The allotment was approved by the Stakeholders Relationship Committee of the Board of Directors through a circular resolution, marking another milestone in the company's employee incentive programs.

ESOP Allotment Details

The share allotment was executed under two distinct employee stock option schemes operated by the company:

The shares were allotted to eligible employees who exercised their options granted under these schemes. Both schemes had an exercise price of ₹5/- per share with no premium charged.

Impact on Share Capital

Following this allotment, the company's capital structure has been updated significantly:

The newly issued equity shares will rank pari-passu with the existing equity shares, ensuring equal rights and privileges for all shareholders.

Regulatory Compliance

The company had previously obtained necessary in-principle approvals from both stock exchanges for these ESOP schemes:

The allotment complies with Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and detailed information has been provided under Regulation 10(c) of SEBI (Share Based Employee Benefits and Sweat Equity) Regulations, 2021.

Share Characteristics

The allotted shares carry the ISIN number INE306R01017 and are issued in demat form. No lock-in period applies to these shares, and no listing fees are payable for this allotment. The shares are identical in all respects to the existing equity shares of the company and will be available for trading on both NSE and BSE where the company's shares are listed.