Shares of Intellect Design Arena fell 8.5% to ₹553.15 after results, marking the biggest intraday dip at ₹551.60. The stock is down 8.24% on the day, 42% YTD.
For Q2, net profit rose 2% YoY to ₹104 crore, while revenue climbed 11.7% to ₹846.7 crore. EBITDA margin slipped to 19.8% from 20% a year ago, and operating margins grew 20 basis points sequentially.
Platform revenue hit ₹133 crore and licence revenue ₹164 crore, with annual maintenance contracts adding ₹160 crore, bringing combined licence‑linked revenue to ₹457 crore, up 8.3% YoY.
The quarter saw the launch of MSOCK, an AI‑native engineering system, and 21 new global customers. The system has 39 patents pending, and Aru Jain said it accelerates project delivery for 250 clients.
Board approved the appointment of Suresh Eshwara Prabhala as an independent director for five years. Prabhala brings 28 years in finance and private equity, currently COO at 2380 Capital.
Looking ahead, LTM revenue grew 17% to ₹3,388 crore, and the company remains on a path to expand its platform‑led model. Investors will watch the next earnings call in November for guidance.