Here is the summary: **Financial Highlights:** Q2 revenue hit ₹462.0 Cr (+4.4% YoY, +6.9% QoQ). Adj.
EBITDA ₹79.7 Cr (+6.9% YoY) at 17.3% margin.
Adj.
PAT surged 53.4% YoY to ₹46.4 Cr.
H1 revenue reached ₹904.5 Cr (+6.6% YoY), Adj.
EBITDA ₹156.6 Cr (+19.2% YoY). Healthy balance sheet: ₹203.3 Cr cash, DSO ~60 days. **Strategic Initiatives & Growth Drivers:** Strong focus on Agentic AI & Gen AI in SDLC, powered by Optima AI workbench.
Partnerships with AWS, Azure, Databricks, and Mavvrik enhance cloud & AI cost governance.
Mexico delivery operations are expanding. **Business Developments:** Secured key Q2 client wins spanning healthcare, automotive, financial services (GenAI modernization), beauty/skincare, and AI work management.
Emphasis remains on sizable deals. **Market Position & Competitive Advantage:** Early AI adoption provides a competitive edge, leveraging deep domain expertise & Agentic AI framework.
Seeing strong traction in AI-embedded data/SaaS platforms despite cautious spending.
North America is a primary market. **Investor Implications:** Robust profit growth, driven by strategic AI advancements and diverse client wins, signals positive growth potential.
Execution on AI integration & global delivery scaling is vital for future performance.
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