📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
Latest filing: 2026-10-15 12:47
253 analysed today
FollowTelegram
253
Today
151,162
All-time analysed
43,305
Positive
6,722
Negative
92,343
Neutral
8,724
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
2 announcements match the current filters (relevance ≥ 5).
Infollion H1 FY27 Revenue Up 15.6% YoY to ₹59.04 Cr, EBITDA Margins Contract to 13.06%
Infollion Research Services released its investor presentation reporting H1 FY27 revenue from operations of ₹59.04 crore, a 15.6% YoY increase compared to ₹51.09 crore in H1 FY26. However, EBITDA declined 11.1% YoY to ₹7.71 crore as EBITDA margin compressed by 391 bps to 13.06%, driven by higher employee expenses and other overheads. PAT fell 7.7% YoY to ₹6.74 crore, delivering a diluted EPS of ₹6.93. The company maintained a debt-free balance sheet with cash and cash equivalents of ₹43.12 crore and expanded its expert panel by 13.5% in six months to 1,54,861 experts.
Confidence: HIGH
What changedInfollion presented its detailed operational and financial performance for the half-year ended September 30, 2026, disclosing revenue growth accompanied by margin compression.
Why it mattersDemonstrates healthy top-line expansion in expert calls and international reach (30% expert panel), but rising operational and employee expenses are putting short-term pressure on operating profitability.
Revenue from operations (H1 FY27): ₹59.04 CrRevenue growth YoY: 15.6%EBITDA margin (H1 FY27): 13.06%PAT (H1 FY27): ₹6.74 CrCash and equivalents: ₹43.12 CrCash vs Market Cap: ~26.6%
📅 Short termThe market may weigh steady double-digit top-line growth against the 391 bps YoY compression in EBITDA margins.
📈 Long termGrowth hinges on scaling higher-margin managed services and international clients while mitigating the impact of AI disruption on routine consultation models.
⚠ Risk flags
- Operating margin compression due to 26.1% YoY rise in employee costs and 64.1% rise in other expenses
- Client concentration risk, where loss of a major account could materially impact revenues
- Cash flow conversion was muted in H1 FY27 (Operating cash flow at ₹1.30 Cr vs ₹6.74 Cr PAT), alongside rising trade receivables (₹25.45 Cr)
Key Highlights
H1 FY27 revenue grew 15.6% YoY to ₹59.04 crore from ₹51.09 crore in H1 FY26
EBITDA contracted 11.1% YoY to ₹7.71 crore, with margins shrinking 391 bps to 13.06%
PAT declined 7.7% YoY to ₹6.74 crore with PAT margin standing at 11.41%
Delivered 10,426 expert calls in H1 FY27, backed by a panel of 1,54,861 experts (up 13.5% in six months)
Remained debt-free with cash and cash equivalents of ₹43.12 crore as of September 30, 2026
👀 What to Watch
Track whether margin compression persists in subsequent quarters as employee and operational costs scale, and watch for traction in higher-margin offerings like Managed Training Services and AI-driven Third Eye engagements.
H1 FY27 PAT Rises 24.4% to ₹6.74 Cr vs H2 FY26; Revenue Reaches ₹60.21 Cr
Infollion Research Services reported its H1 FY27 consolidated financial results, with total revenue increasing 19.7% to ₹60.21 crore (₹6,021.37 lakh) compared to ₹50.32 crore in H2 FY26. Consolidated Profit After Tax (PAT) stood at ₹6.74 crore, reflecting a 24.4% growth sequentially over H2 FY26 (₹5.42 crore), though it declined 7.7% YoY compared to ₹7.30 crore in H1 FY26. EBITDA for the half year stood at ₹7.71 crore with an EBITDA margin of 12.8%. The company also deployed ₹0.60 crore in acquiring equity shares of Thermium Private Limited.
Confidence: HIGH
What changedInfollion reported half-yearly results showing revenue and profit expansion sequentially over H2 FY26, alongside a minor equity investment in Thermium Private Limited.
Why it mattersThe sequential rebound in operating margins to 12.8% signals recovering demand for contingent hiring services, though operating cash flow softened due to receivable build-up.
Consolidated Total Income (H1 FY27): ₹6,021.37 lakhConsolidated PAT (H1 FY27): ₹673.96 lakhDiluted EPS (H1 FY27): ₹6.93H1 FY27 Revenue vs TTM Revenue: ~34.0%Cash & Cash Equivalents (Sep 30, 2026): ₹4,311.77 lakh
📅 Short termThe sequential earnings recovery from H2 FY26 provides operational relief, though year-on-year profit contraction may cap significant immediate re-rating.
📈 Long termMaintenance of gross margins and scaling beyond core expert networks into broader managed services will be critical to sustaining historical ROCE levels.
⚠ Risk flags
- Working capital expansion with receivables rising to ₹25.45 crore
- Year-on-year contraction in PAT compared to H1 FY26 (₹6.74 crore vs ₹7.30 crore)
Key Highlights
Consolidated revenue from operations reached ₹59.04 crore (₹5,904.34 lakh) in H1 FY27 vs ₹51.09 crore in H1 FY26 and ₹49.23 crore in H2 FY26
Consolidated PAT for H1 FY27 stood at ₹6.74 crore vs ₹7.30 crore in H1 FY26 and ₹5.42 crore in H2 FY26
EBITDA increased to ₹7.71 crore (12.8% margin) compared to ₹6.06 crore (12.0% margin) in H2 FY26
Diluted EPS reported at ₹6.93 for the half year ended September 30, 2026
Invested ₹60.00 lakh in equity shares of Thermium Private Limited
👀 What to Watch
Monitor working capital absorption, as trade receivables rose to ₹25.45 crore from ₹18.38 crore, and track whether operational margins sustain amid higher cost of sales.
