Q2 2025 Intellect Design Arena Ltd Earnings Call Transcript
Key Points
- Intellect Design Arena Ltd (BOM:538835) reported a strong cash position of INR755 crores at the end of Q2.
- The company signed 12 deals and went live on nine digital transformation projects during the quarter.
- eMCH.ai has been selected by 12 customers globally in Q2, indicating strong demand for their open finance platform.
- The company has a healthy sales funnel of INR8,889 crores, with Destiny Deals accounting for 64% of the funnel size.
- Intellect Design Arena Ltd received several industry recognitions, including awards from Data Insights, Celent, and Gartner, highlighting their strong market position.
- The financial results for the quarter did not meet analyst expectations, with delays in deal sign-offs impacting EBITA.
- The company's Days Sales Outstanding (DSO) remains high, particularly in India at 270 days.
- There is a significant delay in deal closures due to lengthy contracting processes, affecting revenue recognition.
- The company has stopped providing guidance due to the volatility and unpredictability of deal closures.
- Subscription revenues have shown a decline, attributed to volume fluctuations and recognition policies.
Portions of this transcript marked (technical difficulty) indicate audio problems. The missing text will be supplied if a replay becomes available.
(Audio in progress) Ebita INR79crores at 14% at this juncture. I would like to mention that we have signed the deal close to INR3 million in Q2 but could not accrue it in Q2 due to delayed signoff. This would have taken our Ebita to more than INR100crores. Collections during the quarter amount were to INR550crores. And our cash position as at the end of Q2 INR755crores. We had '12 deals and we went live on nine digital transformation projects during the quarter.
Our DSO outside India is 190 in India it is 270 which makes the overall DSO at 146. For the half year ending September '24 total revenue was INR1161crore with INR210 crore coming from license INR241crore from AMC and INR112crore from the platform revenue.
They have had 23 D1 during the half year and 21 new deal transformations have gone live.
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