Intellect Design Arena Limited — Q2FY27 earnings call summary

Filed 06 November 2026 · Official transcript

Cost base stable at ₹680 Cr; operating leverage expected as revenue grows
MSOCK launched, validated on 141 projects, enabling faster delivery and cost control
Confident of crossing ₹900 Cr revenue in next two quarters; FY28 revenue target ₹4,000 Cr
Multiple analyst queries on MSOCK impact on margins and growth; management confident on margin expansion and growth acceleration
LTM income up 17% with 21 wins this quarter; 8 destiny wins and 25 go-lives
License-linked revenue grew 18%, contributing 52% of total income; Q2 revenue ₹878 Cr, PAT ₹104 Cr
Pipeline at ₹13,125 Cr with 103 destiny deals; focus on converting pipeline
MSOCK and Purple Fabric positioned as independent products with new market access