InfoBeans Technologies Ltd (BOM:543644)
₹ 427.85 0.65 (0.15%) Market Cap: 10.43 Bil Enterprise Value: 9.11 Bil PE Ratio: 29.75 PB Ratio: 3.33 GF Score: 63/100

Q2 2025 Infobeans Technologies Ltd Earnings Call Transcript

Oct 28, 2024 / 11:00AM GMT
Release Date Price: ₹420.8 (+9.63%)

Key Points

Positve
  • InfoBeans Technologies Ltd (NSE:INFOBEAN) reported an 8% year-over-year revenue growth, reaching INR 202 crores in the first half of the fiscal year.
  • EBITA margins improved significantly from 19% in Q1 to 23% in Q2, indicating better operational efficiency.
  • The company successfully onboarded four new large clients, expanding its customer base to 33 major clients.
  • InfoBeans Technologies Ltd has a strong client retention rate with 90% repeat business, showcasing customer satisfaction and loyalty.
  • The company has been recognized with multiple accolades, including being named one of the best companies to work for and receiving the Asia's Best Employer Award.
Negative
  • The company faced challenges in fully recovering revenue from a lost client in its cloud tech division, indicating potential vulnerabilities in client dependency.
  • Despite the positive growth, the US market revenue contribution decreased from 80% to 63%, which might indicate challenges in maintaining market share.
  • The company has not been able to finalize any acquisitions due to high valuation expectations from potential sellers, which could impact its growth strategy.
  • Attrition rate stands at 16%, which, while manageable, still requires continuous hiring efforts to maintain workforce levels.
  • The anticipated salary hikes in Q3 could potentially impact margins, posing a risk to maintaining current profitability levels.
Operator

Good afternoon. Ladies and gentlemen, welcome everyone and thanks for joining this Q2 by 25 earnings call for improvements, technologies limited. The results are available on the stock exchange in case anyone does not have a copy of the same. Please do write to us and we will be happy to send over it to you to take us through the results of this quarter. We have with us co-founder Mr. Avinash Sethi. we'll be starting the call with a brief overview of the company's performance and then we will allow the Q&A session, kindly ask your questions by raising your hand after the brief overview where Avinash is over and then we will address all the questions one by one. I would like to remind you all that everything said on this call reflects any outlook for the future can be considered as a forward-looking statement and must be used in conjunction with the uncertainty and risk that we face. These uncertainties and risks are included but not limited to what we have mentioned in the prospectus filed with the service and the subsequent annual report with that said, I turn over the call to Mr Avinash sethi over to

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