Arama Sonuçları: "#IntellectDesign"

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Kaustubh Yeole
Kaustubh Yeole@KaustubhYeole·
#IntellectDesign #Q4FY26 #EarningsSeason #ITStocks 💻 📊 Revenue ₹847 Cr | +16.68% YoY | +15.81% QoQ 🔥 📉 EBITDA ₹183 Cr | -10.21% YoY | Margin 21.65% vs 28.13% YoY ⚠️ 📈 PAT ₹120 Cr | -11.86% YoY | +338% QoQ ✅ Revenue momentum at 16.68% YoY is solid — but the EBITDA margin collapsing 648 bps YoY to 21.65% is the real story here. Operating leverage isn't flowing through despite strong topline, which points to cost structure expansion outpacing revenue growth. 👀 PAT the QoQ jump of 338% is flattering but largely a Q3 base effect — last quarter had a ₹30.84 Cr exceptional loss dragging numbers down. Strip that out and the underlying PAT trajectory is actually declining YoY. Watch margin recovery and deal wins in Q1FY27 before calling a re-rating. 🔍
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