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Revenue
₹134 Cr
verified against source
Revenue YoY
38%
reported change
EBITDA
Pending
latest reported figure
Source
screener in
record provenance
Actual signal trajectory
Where this quarter sits.
Quarter read
What the record says.
InfoBeans delivered a strong Q3 FY26 with revenue growing 38% YoY and EBITDA surging 89% YoY, driven by robust demand in Europe (now 33% of revenue) and deep client relationships (average tenure >9 years). The company added 77 net employees and invested in AI accelerators like Insane SDDD and Expona 2.0, targeting 50% productivity gains. Management reiterated a steady-state EBITDA margin target of 24%, noting recent higher margins were outliers. A 3:1 bonus issue was announced. Risks include client concentration (top client ~20% of revenue) and US revenue slowdown (Q3 US revenue ~34cr vs 39cr prior quarter), which management is addressing with increased sales hiring. No formal revenue guidance was provided.
Colored figures show movement against the previous available record.
Guidance to track
- Management reiterated that 24% EBITDA margin is the sustainable target, with recent higher margins (29% in Q2, 25% in Q3) considered outliers.
- Company will continue investing in AI accelerators (Insane SDDD, Expona 2.0) and US sales hiring to drive growth.
- Announced a 3:1 bonus issue for shareholders, subject to approvals.
Risks flagged
- Top client contributes ~20% of revenue; management aims to keep single-client exposure below 25%.
- US revenue declined to ~34cr in Q3 from ~39cr in Q2, attributed to lost momentum; management is investing in US sales team.
- Employee costs increased due to October appraisals and net hiring of 77 people, pressuring margins.
Key quotes
- We have a very high business as well as a relationship which continues to be a strength to the business.
- 24% is the standard, is a steady state margin that we aim at. This is what we hope so.
- We are investing very heavily in terms of building accelerators and product.
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