Intellect Design Share Price: Profit **61%** Daba, Par Revenue **20%** Bhaga! Aage Kya?

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AuthorRiya Kapoor|Published at:
Intellect Design Share Price: Profit **61%** Daba, Par Revenue **20%** Bhaga! Aage Kya?
Overview

Arre yaar, Intellect Design Arena ka Q3 FY26 result aa gaya hai, aur suno, net profit mein **61%** ka bada giraavat dikha hai, ₹**27.4 Crore** ho gaya. Lekin tension mat lo, revenue **20%** badh kar ₹**732 Crore** pahunch gaya hai.

Achanak profit kyun gira? Ek bade expense ka role!

So, net profit toh gir gaya 61% saal-dar-saal, Rs 27.4 Crore pe aa gaya. Lekin company ne revenue toh 20% badhaya hi, jo ki Rs 732 Crore ho gaya. Toh profit girne ka main reason pata hai kya hai?

Company ne operational investments mein kaafi paisa lagaya hai, like capacity badhana aur bahar hiring karna. Isse SG&A expenses badh gaye. Aur sabse bada dhamaka tha ek ₹30.84 Crore ka one-time gratuity expense! Yeh naye labor codes ki wajah se hua. Isliye EBITDA 14% gir kar ₹101.6 Crore ho gaya aur margins bhi 13.9% tak pahunch gaye, jo pehle 19.5% the.

Lekin Deals ka pipeline toh kasela hai!

Sabse achhi baat yeh hai ki company ka deal pipeline ekdum mazboot ho gaya hai. Average deal ka size badh kar ₹66 Crore ho gaya hai (pehle Rs 54 Crore tha) aur total deal pipeline ab ₹12,038 Crore ka hai, jo pehle ₹9,996 Crore tha. Quarter mein 9 naye deals bhi mile hain, jinmein 4 bade 'Destiny' deals bhi shamil hain.

Market reaction toh thoda mila-jula raha, share pehle thoda gira, par end mein thoda gain dikhaya. Company ki Market Cap around ₹12,700 Crore hai aur P/E ratio 31-33x ke aas-paas chal raha hai.

Aage kya plans hain?

Management ka kehna hai ki future mein growth ke liye kaafi confident hain aur US mein AI-first payments platform launch karne par focus hai. FY26 ke liye ₹200 Crore revenue ka target bhi hai Purple Fabric platform se. Filhal, inhone FY26 Q4 mein bhi investment continue karne ki baat kahi hai, toh short term mein margins pe thoda pressure reh sakta hai.

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