Last week saw the newest first-quarter earnings release from Infibeam Avenues Limited (NSE:INFIBEAM), an important milestone in the company's journey to build a stronger business. Revenue of ₹13b came in a notable 31% ahead of expectations, while statutory earnings of ₹0.84 were in line with what the analysts had been forecasting. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.
Taking into account the latest results, the current consensus from Infibeam Avenues' two analysts is for revenues of ₹50.1b in 2026. This would reflect a meaningful 11% increase on its revenue over the past 12 months. In the lead-up to this report, the analysts had been modelling revenues of ₹46.3b and earnings per share (EPS) of ₹0.90 in 2026. What's really interesting is that while the consensus made a small lift in revenue estimates, it no longer provides an earnings per share estimate. This suggests that revenues are now the focus of the business after this latest result.
View our latest analysis for Infibeam Avenues
Intriguingly,the analysts have cut their price target 8.3% to ₹22.20 showing a clear decline in sentiment around Infibeam Avenues' valuation.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that Infibeam Avenues' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 14% growth on an annualised basis. This is compared to a historical growth rate of 38% over the past five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 10% per year. Even after the forecast slowdown in growth, it seems obvious that Infibeam Avenues is also expected to grow faster than the wider industry.
The Bottom Line
The highlight for us was that the analysts increased their revenue forecasts for Infibeam Avenues next year. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
We have estimates for Infibeam Avenues from its two analysts out to 2027, and you can see them free on our platform here.
We don't want to rain on the parade too much, but we did also find 2 warning signs for Infibeam Avenues that you need to be mindful of.
Valuation is complex, but we're here to simplify it.
Discover if Infibeam Avenues might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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