IVALUE / language trends

Read confidence between the lines.

Ivalue Infosolutions · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Sunil Pillai

We are happy to share that last quarter that is Q2 of FI26 has been the best quarter in IAL's 18 years history reflecting the strength of our business model and execution excellence.

tracked

Q2-FY26 · Surup Moala

Our annuity business contributed to 42.3% of the overall gross sales in H1 FY26. This grew by 39.2% in this H1 over last H1.

tracked

Q2-FY26 · Surup Moala

We have an external IR and they have advised us not to give any guidance.

tracked

Q3-FY26 · Sunil Pillai

This convergence of AI with operational system will define the next multi-year technology cycle in India and it aligned strongly with our capability data and strategic direction.

tracked

Q3-FY26 · Saurabh Mala

Our annuity business grew around by 34.1% on a year-on-year basis. Working capital days have been predominantly flagged at 51 days.

tracked

Q3-FY26 · Saurabh Mala

We are confident of hitting the number what we have stated right.

tracked

Q4-FY26 · Sunil Pillai

Our qualified opportunity book has reached up to 5,800 cr with conversion rates in the range of 30 to 35%. This gives us strong revenue visibility and margin predictability as we enter financial year 2027.

tracked

Q4-FY26 · Swarup Moala

Out of the incremental gross margin which we had in this year as compared to last year more than 85% of it has come down into our EBITDA. Going forward we believe that this operating leverage will sustain and more than at least more than 70% of the incremental gross margin will be coming down as an incremental EBITDA directly to us.

tracked

Q4-FY26 · Sunil Pillai

We will maintain and sustain our growth trajectory that we have mentioned to the market. We will continue to sustain and maintain that like typically 18 to 20% on the top line and about 20 22% on PAT.

tracked