Happiest Minds Technologies Limited share price

NSE: HAPPSTMNDS · ISIN INE419U01012

Key numbers

Market cap
₹ 4,666 Cr
Current price
₹ 310.50
52-week high / low
₹ 542 / 308
Stock P/E
21.1
Book value
₹ 117.9
Dividend yield
2.35%
ROCE
12.7%
ROE
13.3%
Debt to equity
0.88
Sales growth (3 yrs)
17.4%
Profit growth (3 yrs)
-2.7%
1-year return
-43.7%

About Happiest Minds Technologies Limited

Happiest Minds Technologies Limited, together with its subsidiaries, provides information technology (IT) solutions and services in India, the Americas, Australia, Europe, Asia, the Middle East, and Africa. It operates in three segments: Infrastructure Management and Security Services (IMSS); Product and Digital Engineering Services (PDES); and Generative AI Business Services (GBS). The IMSS segment provides end-to-end infrastructure and security solutions comprising advisory, transformation, managed and hosted services, and secure intelligence solutions with specialization in cloud, virtualization and mobility across a multitude of industry verticals and geographies. Its PDES segment provides platform development, device engineering, quality assurance, experience engineering, and technology acceleration for enterprises and digital natives. The GBS Services segment offers process automation services, workflow optimization services, and predictive analysis services to integrate Generative AI into business processes. Happiest Minds Technologies Limited was incorporated in 2011 and is headquartered in Bengaluru, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales545550588604629
Operating profit8494107104118
Net profit3457406168
EPS (₹)2.263.792.684.064.49

Concall summary (2026-09-07)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • This transaction between Happiest Minds and ITC Infotech significantly accelerates our vision of becoming USD 1 billion revenue Company, moving our target which was for FY31 to FY28.
  • Tranche 1 will follow the CCI approval expected to be received in Q3 of this year and Tranche 2 will follow shareholder approval for the merger of the two companies, which is expected to be in Q1 of FY28.

Growth & demand

  • As we considered the next phase of growth for Happiest Minds, the question was how could we broaden our relevance to clients, accelerate growth and p reserve the innovation-led culture and agility that have differentiated us.
  • Sir, my first question is, I was seeing in the presentation, the five -year CAGR for ITC Infotech's growth has been around 14% kind of a CAGR number.

Margins & costs

  • ITC Infotech's margin percentage is about 18.3% EBITDA and we are talking about 18.1% for the combined entity.
  • So 18%, 18.3% that you see today is going to be pretty much the stable margin, which should improve given the efficiencies of scale, size, the overlap that we will be able to get in terms of synergies and all of that.

Capex & expansion

  • The way the transaction is being structured is that ITC would acquire 22% of Ashok's shareholding of the 44% that he has.
  • And also the post- merger targets that you have mentioned in terms of 10% synergy benefits and 100 bps margin expansion, reaching USD 1 billion, which assumes 15% kind of a CAGR over the next two years.

Balance sheet & cash

  • So, again , there is a fair bit of, you know, cross-sell and leverage that we could do from an AI perspective as well.

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