1. Opening Hook
While half of Dalal Street was busy decoding bonus ratios like Sudoku puzzles, InfoBeans quietly dropped a quarter that screamed growth—then whispered margin pressure.
Yes, revenue jumped, profits exploded, and management sounded like they just discovered fire, AI, and recurring clients—all at once.
But before you light the celebratory diyas, pause. Because beneath the “Creating WOW!” soundtrack lies a classic IT story: great YoY numbers, some QoQ indigestion, and enough AI announcements to power a VC pitch deck.
Also, a 3:1 bonus just casually landed—because nothing says confidence like quadrupling share count. Or liquidity. Or vibes.
Read on. The real story isn’t the headline growth—it’s what’s working too well, what’s slowing just a bit, and whether AI accelerators are revenue engines or just gym memberships for PowerPoint slides. Things get interesting from here.
2. At a Glance
- Revenue up 38% YoY – Growth sprinting like it skipped leg day fatigue.
- EBITDA up 89% YoY – Operating leverage finally showed up, overdressed.
- PAT up 173% YoY – Profits woke up and chose violence.
- EBITDA margin down QoQ – Optimization took a tea break.
- Cash & equivalents ₹319 Cr – Balance sheet flexing
- quietly.
- 95% repeat business – Clients cling harder than long-term SIP investors.
- 3:1 bonus announced – Share count goes brrr, liquidity smiles.
3. Management’s Key Commentary
“In USD terms, revenue grew 30% YoY.”
(FX didn’t save us—this was real demand 😏)
“We continue to see rapid expansion across key clients.”
(Land-and-expand is no longer a theory slide.)
“EBITDA margins improved due to optimum team utilization.”
(Bench anxiety temporarily cured.)
“Insane SDD is our first of many AI accelerators.”
(We named it insane, so expectations are… insane 😏)
“Expona 2.0 launches next week with enhancements.”
(Version upgrades now double as earnings call content.)
“BeanTrail Agent is ready, awaiting Salesforce approval.”
(Revenue pending admin approval—corporate life.)
“New labour code has no material impact.”
(HR already did the math. Relax.)
4. Numbers Decoded
| Metric | Dec-25 | Dec-24 | YoY | QoQ |
|---|---|---|---|---|
| Revenue (₹ Cr) | 138 | 100 | +38% | +6% |
| EBITDA (₹ Cr) | 33 | 18 | +89% | -6% |
| EBITDA Margin | 24% | 18% | +600 bps | -500 bps |
| PAT (₹ Cr) | 19 | 7 | +173% | -15% |
| PAT Margin | 14% | 7% | +700 bps | -300 bps |
