InfoBeans Technologies Limited: Riding the AI Wave with Robust Q2 FY26 Performance

InfoBeans Technologies Limited has delivered a strong performance in the second quarter of fiscal year 2026, showcasing impressive growth across key financial metrics. The company, a global AI-led data and engineering firm, reported a consolidated revenue of ₹130 Crore for the quarter ended September 30, 2025, marking a significant 27% increase year-on-year. This growth was complemented by a robust 57% rise in EBITDA, reaching ₹36 Crore, and a remarkable 77% surge in Profit After Tax (PAT) to ₹23 Crore. The first half of FY26 also reflected this strong momentum, with revenue growing 26% YoY to ₹254 Crore, EBITDA up 69% to ₹71 Crore, and PAT soaring 130% to ₹46 Crore. This consistent performance underscores the company's strategic initiatives and operational efficiency in a dynamic market.

The company's growth is primarily fueled by a dual strategy of expanding its existing client relationships and successfully onboarding new large enterprise customers. Management noted that InfoBeans has consistently added approximately six new clients each quarter, with a focus on securing large accounts that offer substantial potential for increased IT spending. The high repeat business rate of 95% and an average client partnership duration exceeding nine years highlight the strong trust and value InfoBeans delivers. This client stickiness, combined with disciplined cost management and an 81% utilization rate, has been instrumental in improving margins. The company's core service offerings, including AI-led engineering, Salesforce consulting, ServiceNow consulting, BFSI solutions, and Storage & Virtualization, are resonating well with enterprise clients, particularly in the rapidly evolving AI landscape.

Financial Summary (H1 FY26)

Strategic Initiatives and Future Outlook

InfoBeans is strategically positioning itself as an AI-first organization, making substantial investments in AI technologies and upskilling its workforce. The company is actively engaged in developing AI-led engineering solutions, leveraging tools like GenAI, Microsoft CoPilot, and its proprietary accelerator, Expona, to help customers adopt AI rapidly. This proactive approach is generating significant demand and is seen as a key driver for future growth over the next 5-10 years. Furthermore, the merger application for InfoBeans Cloudtech, a profitable Salesforce practice, has been submitted to NCLT and is expected to conclude within six to twelve months, promising further operational synergies.

Beyond technological advancements, InfoBeans is also committed to social responsibility and infrastructure development. The InfoBeans Foundation, a flagship CSR program, continues to empower underprivileged students with software programming and English language skills, boasting a 90% placement rate. The company is expanding its CSR facilities and has acquired three acres of land in Indore to build a new IT park. This ambitious project aims to create a world-class facility of 4-5 lakh square feet, enhancing the company's credibility, improving sustainability practices, and serving as a landmark in Indore, with the construction cost expected to be recouped in 11 years.

Leadership and Market Position

The company has strengthened its leadership team with strategic appointments, including Harmeet Bhatia as Chief Revenue Officer (CRO) and Opal Perry as an Independent Director, who is also the CTO of Easyjet. Phaneesh Murthy has joined as an advisor to the board, bringing invaluable industry experience. These appointments are aimed at bolstering sales, client success, and overall strategic direction, positioning InfoBeans as a strong contender for enterprise business globally. The company's consistent recognition as a 'Best Company for Women in India' for four consecutive years and 'Asia's Best Employer Brand' for nine years underscores its commitment to a positive work environment and strong corporate governance.

InfoBeans Technologies Limited is clearly on a growth trajectory, driven by its AI-first strategy, strong client relationships, and disciplined execution. The company's focus on maintaining at least a 24% EBITDA margin, coupled with its investments in future technologies and infrastructure, positions it well for sustained growth and value creation for its stakeholders.