21-05-2025
Intense Technologies Ltd (BOM:532326) Q4 2025 Earnings Call Highlights: Revenue Soars Amid ...
Release Date: May 19, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Intense Technologies Ltd (BOM:532326) reported a 153.7% growth in revenue, marking a 32% increase in the top line compared to the previous year.
The company has successfully transitioned from a tech-focused organization to a sales-led platform-first company, which has started delivering results.
Intense Technologies Ltd (BOM:532326) has strengthened its presence in core sectors like FSI, telecom, and government, and is expanding into new geographies.
The company received a patent grant for its rule-based data ingestion engine, enhancing its AI-first positioning and creating differentiation in the market.
Intense Technologies Ltd (BOM:532326) has been recognized by global analysts and industry bodies, including being featured in IDC Marketscape and rated number one on Gartner Peer Insights by customers.
Despite revenue growth, the company's profit margins have not increased proportionally due to investments in sales and marketing and managed services contracts.
The company faces challenges in achieving quarter-on-quarter predictability due to the nature of its business.
Margins have been impacted by the addition of lower-margin businesses and investments in strengthening the sales team.
The company is experiencing a delay in the realization of receivables, impacting its cash conversion cycle.
Intense Technologies Ltd (BOM:532326) anticipates continued margin pressure in the near term due to ongoing investments in growth and sales capabilities.
Warning! GuruFocus has detected 3 Warning Signs with BOM:532326.
Q: Can you elaborate on the 20 new logos acquired and how many were from India versus international markets? A: We acquired about 15 logos domestically, with 6 or 7 from the insurance vertical and others from the government sector. Internationally, we added 5 logos, with one new addition from the US this quarter.
Q: Have we added any international logos this quarter? A: Yes, we added one international logo this quarter, bringing the total to 5 international logos, with the latest addition from the US.
Q: Is there any threat of recession in the US impacting our business? A: We view the threat of recession as an opportunity, as it may lead to cost-cutting measures that could benefit outsourcing to India. Our focus is on building local referenceability in the US to bolster growth.
Q: What are the reasons for the margin decline this quarter? A: Margins are lower due to investments in managed services contracts, which include IT infrastructure setup, and strengthening our sales team. We've also hired domain specialists to enhance our platform solutions.
Q: What is the current sales team size, and what are the plans for FY26? A: Our sales team comprises about 19 people, with 3 outside India. We continuously assess performance and optimize the team based on traction and pipeline development.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
This article first appeared on GuruFocus.
