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Employees: 6,876
Size Intellect Design Arena (INTELLECT.NS) is an India Information Technology company (Packaged Software) with a market value of $766M, the 687th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹514.95 on 6 Nov 2026.
Performance Over six months the shares fell 34.2%, against -11.3% for the median peer and 0.0% for the India market (cap-weighted) — 4th lowest of 21 in its peer set.
Growth Revenue grew 17.0% over the last twelve months (peer median +1.5%); the operating margin is 11.9% (peer median 5.7%).
Valuation It trades at 17.0× forward earnings against a peer median of 18.9× (8th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.4 points below its cost of capital (20.0% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹32.7B | ₹30.4B | ₹25.0B | ₹25.1B | ₹22.3B |
| Revenue growth | — | +22% | 0% | +12% | — |
| Gross profit | ₹3.88B | ₹6.85B | ₹6.23B | ₹6.87B | ₹5.67B |
| EBITDA | ₹6.18B | ₹5.91B | ₹5.56B | ₹5.73B | ₹4.78B |
| Net income | ₹3.55B | ₹3.45B | ₹3.33B | ₹3.21B | ₹2.67B |
| Free cash flow | n/a | ₹3.37B | ₹2.98B | ₹2.69B | ₹335M |
| Capital expenditure | n/a | ₹2.20B | ₹1.72B | ₹1.73B | ₹1.66B |
| Total debt | ₹920M | ₹1.59B | ₹718M | ₹443M | ₹271M |
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Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | INTELLECT.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -12.9% | +0.3% | 6th lowest of 21 |
| 6-month return | -34.2% | -11.3% | 4th lowest of 21 |
| Distance from 52-week high | -58.6% | -43.0% | 4th lowest of 21 |
| Revenue growth (TTM) | +17.0% | +1.5% | 4th highest of 21 |
| Operating margin | 11.9% | 5.7% | 9th highest of 21 |
| Forward P/E | 17.0× | 18.9× | 8th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 28.1% | 10.2% | 3rd most demanding of 16 |
| Growth delivered (Del g) | +15.2% | +14.9% | 8th highest of 16 |
| Hurdle (Req g minus delivered) | +12.9 pp | -9.2 pp | 4th most demanding of 16 |
| ROIC minus cost of capital | -9.4 pp | -3.3 pp | 7th lowest of 19 |
| EV / EBITDA | 10.7× | 10.6× | 6th most expensive of 12 |
| Net debt / EBITDA | -1.1× | -0.1× | 4th least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Intellect Design Arena INTELLECT.NS | India | $766M | -34% | +17% | 12% | 17.0× | 28.1% | +15.2% |
| Shenzhen Bingchuan Network 300533.SZ | China | $763M | -18% | -5% | -10% | n/a | 4.7% | +46.0% |
| LINK Mobility LINK.OL | Norway | $771M | -9% | +16% | 6% | 16.1× | 5.7% | +14.9% |
| MNTN MNTN | United States | $776M | -38% | +21% | 15% | 10.3× | 0.2% | +41.0% |
| CiDi 3881.HK | Hong Kong | $777M | -43% | +139% | -48% | n/a | n/a | n/a |
| WingArc1st 4432.T | Japan | $755M | +29% | +15% | 30% | 15.4× | -7.6% | +11.1% |
| Linewell Software 603636.SS | China | $755M | -2% | -42% | -111% | 22.4× | 16.4% | -11.5% |
| Dynavox DYVOX.ST | Sweden | $778M | -14% | +10% | 13% | 24.0× | 7.6% | +22.5% |
| Lectra LSS.PA | France | $754M | +10% | -6% | 6% | 21.7× | 12.6% | +16.5% |
| Truecaller TRUE-B.ST | Sweden | $750M | +69% | -16% | 19% | 24.7× | 11.3% | +31.2% |
| SGSG Science & Technology Co., Ltd. Zhuhai 300561.SZ | China | $749M | -14% | +13% | -40% | n/a | n/a | n/a |
| Phreesia PHR | United States | $783M | +24% | +13% | 5% | 22.2× | 13.4% | +26.4% |
| Everplay EVPL.L | United Kingdom | $784M | +52% | +1% | 15% | 11.6× | 13.9% | +14.9% |
| Sichuan Jiuyuan Yinhai Software 002777.SZ | China | $746M | -22% | -13% | 4% | 46.9× | 31.2% | +1.3% |
| V5 Technologies 7822.TW | Taiwan | $788M | -59% | +188% | 37% | 15.9× | -1.8% | +114.4% |
| Beijing Supermap Software 300036.SZ | China | $744M | -33% | -24% | -21% | n/a | 30.5% | -1.2% |
| Shenzhen Tianyuan DIC Information Technology 300047.SZ | China | $743M | -32% | +14% | 1% | n/a | n/a | n/a |
| Consensus Cloud Solutions CCSI | United States | $791M | +27% | +1% | 42% | 7.0× | -2.5% | +1.1% |
| B-Soft 300451.SZ | China | $792M | -22% | -21% | -75% | 115.0× | n/a | n/a |
| Yonyou Auto Information Technology (Shanghai) 688479.SS | China | $793M | -9% | +1% | 2% | n/a | n/a | n/a |
| IRESS IRE.AX | Australia | $739M | -4% | -14% | 17% | 12.8× | 10.2% | +0.5% |