Intellect Arena Share Price: LTM Income ₹3000 Cr Paar! Par Q3 mein kya hua?

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AuthorKavya Nair|Published at:
Intellect Arena Share Price: LTM Income ₹3000 Cr Paar! Par Q3 mein kya hua?
Overview

Arre bhai, Intellect Design Arena ne ek bada financial milestone paar kiya hai, unka Last Twelve Months (LTM) income **₹3,025 Crore** cross ho gaya hai, jo **23%** saal dar saal growth dikhata hai. Lekin Q3 mein Profit (**₹28 Crore**) thoda kam raha because of a **₹30.84 Crore** ka gratuity provision, aur naye deals bhi pichle 8 quarter mein sabse kam mile.

LTM Income mein toofani tezi, par Q3 mein mila-jula asar

Intellect Design Arena ne poora saal ka income ₹3,025 Crore cross karke ek zabardast record banaya hai. Yeh 23% YoY growth inki platform strategy aur badhte Annual Recurring Revenue (ARR) ki wajah se hai. Platform revenue mein 128% ka bhari jump aaya hai (₹497 Crore), aur ARR bhi 60% badhkar ₹1,118 Crore ho gaya hai. LTM EBITDA bhi 33% badhkar ₹709 Crore pe pahunch gaya hai. Sahi mein, long-term strategy kaam kar rahi hai!

Q3 Results ka sach: Profit mein ek 'One-off' ka dhamaka

Ab baat karte hain Q3 results ki, jo December 2025 tak ke hain. Total income toh 21% badhkar ₹753 Crore rahi, licenses se income bhi 34% badhkar ₹391 Crore rahi. Lekin yahan ek bada 'one-off' impact dikha. Company ko ₹30.84 Crore ka gratuity provision aur ₹7.8 Crore ka deferred tax dena pada, jiski wajah se reported PAT sirf ₹28 Crore raha. Agar yeh kharche na hote toh profit aur zyada hota. Collections mein achhi khabar hai, yeh 65% badhkar ₹913 Crore ho gaye. Company ke paas cash bhi 49% badhkar ₹1,198 Crore ho gaya hai.

Deals kam kyun? Aur Management kya bol raha hai?

Sabse chinta wali baat hai naye deals ka kam hona. Q3 mein sirf 8 naye deals mile hain, jo ki pichle 8 quarter mein sabse kam hain. Ismein ek reason CentralOne se Forge business ki acquisition ke baad integration par focus hona ho sakta hai. Lekin management confidence dikha raha hai. Woh bol rahe hain ki agle do quarter mein revenue ₹800 Crore cross karega aur fir ₹900 Crore tak pahunchega. Woh LTM EBITDA margins bhi around 23.8% maintain karne ki baat kar rahe hain. North America se revenue ₹1,000 Crore aur Purple Fabric se ₹200 Crore target hai iss saal ke liye. Management ne yeh bhi kaha ki woh LLMs ko optimize karne ke liye platform bana rahe hain aur share buyback par bhi विचार kar rahe hain. Gartner aur IDC jaise firms se mile awards company ki AI-first platforms ki strength dikhate hain.

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