Earning call Transcript H1 FY 2026-27 for the half year ended on 30.09.2026

Date: 26th October, 2026 The Manager (Listing Department) BSE Limited, 1st Floor, New Trading Ring, P.J. Tower, Dalal Street, Fort Mumbai – 400 001. (BSE Scrip Code: 544567) Sub: Transcript of the Earnings Conference Call of Analyst/Investor for The half year ended on 30.09.2026 Ref.: Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, Pursuant to the provisions of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we hereby submit the enclosed transcript of the Analyst/Investor Earnings Conference Call held on Thursday, 22nd October, 2026, in respect of the financial performance of the Company for the Half year ended 0n 30.09.2026. The aforesaid transcript is also being made available on the website of the Company at the link mentioned below: You are requested to take the same on your records. https://infinityinfoway.com/Investors#Investor_Meet This is for your information and record. Thanking you, For Infinity Infoway Limited Bharti Ajudiya Company Secretary & Compliance Officer Infinity Infoway Limited Q2 FY27 Conference Call October 22, 2026 Moderator: Good day and welcome to the Q2 FY27 Conference Call of Infinity Infoway Limited. As a reminder, all participant line will be in listen only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing ‘*’ and ‘0’ on a touchtone phone. I now hand the conference over to Mr. Bhaveshkumar Gadhethriya. Thank you and over to you, sir. Bhaveshkumar Gadhethriya: Thank you. Good afternoon, ladies and gentlemen. Thank you so much for joining us today and for your continuous trust in Infinity Infoway Limited. I am pleased to share our performance for the first half of the Financial Year ‘26- ‘27. For the six-month ended 30th September 2026, first half year has been an important period of Infinity. We have delivered a strong growth in revenue, profitabilities while continuing to invest our product, technology, capability and future growth of opportunity. Our strategy is involved from established SaaS ERP Software Company into our AI enabled technology company with proprietary products that can create a scalable and recurring business opportunity. Let me begin with our financial performance. Our revenue from operations for the first half of Financial Year ‘26- ‘27 stood Rs. 16.81 crores compared with Rs. 8.15 crores in the corresponding period last year, representing growth of 106.22%. It show that we have doubled our half-year operating revenue compared with the same period last year. Our EBITDA increased Rs. 8.52 crores compared with Rs. 4.06 crores in the corresponding previous year, same period, representing growth of around 109.68%. Our EBITDA margin is 50.68% reflecting the profitability of business model. Profit after tax increased Rs. 5.02 crores from Rs. 2.8 crores last year with the growth of 79.36% and our PAT margin stood 29.89%. This number demonstrates that we have delivered a strong growth in both scale and absolute profitabilities. I would like to highlight that our EBITDA margin and PAT margin remain important indicator for our quality of the growth. We want to grow our business while maintaining financial discipline and ensuring that our investment generate our long-term values. We have expanded our product portfolio, and we are entering into a new market. We focus will remain on balancing three priorities revenue growth, profitabilities, and investment in predictability through R&D. We are investing in technology, product development, sales, and customer support to strengthen our competitive positions. At the same time, we remain focused on discipline execution and sustainable business performance. Friends, I would like to highlight a few about the business. Infinity has been operating more than 19 years and over this period we have developed a domain expertise in education technology and enterprise software. Our education business serve university, colleges, schools and various educational institutes, government institutes and government departments through integrated AI-powered ERP platform which largely covering admission to the academic, examination, finance, fees, HR, and more than 30 plus various modules to cover a complete campus management system. If you look out our business statistics of the company currently, we are serving more than 61 education clients where we are generating a recurring revenue from 28 customers while in industry, we have a more than 35 customers collaboration and we are generating recurring revenue from the 16 clients. During the examination process we have conducted 76 examinations through our portals and that presence have a more than 18 lakh students have served completely on a multiple examination process. We are also building artificial intelligence into our existing ERP ecosystems. We believe the next stage enterprise software will not be limited to recording just in a transaction or generating reports. Software are increasing complete helping to the management understand them business performance identity the issues and right solution and recommendation for them problems to the solution. We have a significant development in zero touch our patented secured examination paper solution. Friends, you very well know that the traditional question paper management can be involving multiple stage of physical printing, transportation, storage and handling. So, we have a convert this traditional system into the complete secured automations and on-demand and on-site printing with end-to-end workflow management without any human touch. So, our competitive advantage comes to claiming a domain knowledge establish customer base and implementation capability with our proprietary technology. So, my dear friends you very well known that are now a key priority is always been a ZeroTouch. We are expanding our ZeroTouch product with various initiatives and government's department. We are second priorities are we are focusing completely on AI-enabled education ERP. Third is completing our product where industrial ERP with AI-enabled solution while this capability of the software or you can say the technology alone is not create a growth. We must help to reach right customer demonstrate the value execute our implementation successfully. For that we are strengthening ourselves and service presence across India. I'm very happy to share that we have a presence now more than 10 state of India. During this first half we have increased our capability of our team. Last financial year like we had 156 team size and from there we have increased more people into our team and today's we are 178. So that is increasing our outbound marketing participating in relevant industrial event pursuing sustainable large-scale technology tenders into the education field. We will continue focus on custom relationship implement quality and long-term service delivery. Our focus is not only about winning new projects. Yes, it is always be a first priority but it is also about converting our technology capability into sustainable customer relationship and repeat business. Taken together this priority are in bend to diversify our revenue opportunity depend our technology differentiate and support the next stage of Infinity's development. Let me share some important initiatives we have taken just last 3 months. Just one of the highlighted events I would like to highlight that is in Gujarat. We are working with a higher education government of Gujarat. The Gujarat Gyan Guru Quiz. This is our third season. This program demonstrates how technology can support large scale educational engagement. The first seasons we had done in 2023 and recorded more than 27 lakh students has played quiz. Relevant we have received recognition from the World Book of Record in London in a season one. Our [Showing first 8,000 characters — download PDF for full document]