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Earnings Call

Capillary Technologies India Earnings Call: Key Takeaways

Capillary Technologies reported strong FY26 growth, closing with ₹734cr revenue. Profitability is driven by organic platform expansion and aggressive M&A of low-margin competitors upgraded to their high-margin AI stack.

Why this was an Alfa AlertNot a filter event. Results are in line with the growth trajectory, but no specific prior guidance range beat was explicitly confirmed by management.
Highlights
Revenue growth23% YoY revenue growth; FY26 closed at ₹734cr.
MarginsEBITDA margin at 14.7%; organic gross margins expanding 1% annually.
Demand visibilityStrong visibility with 114% organic net retention and Fortune 500 wins.
Management confidenceHigh; focusing on AI-first platform differentiation and M&A efficiency.

Growth

Revenue grew 23% YoY; organic net retention at a healthy 114%. High-margin AI stack adoption by 25% of customers.

Outlook

Projected FY27 revenue of ₹1050-1100cr following the SessionM acquisition and organic growth momentum.

Risks

M&A integration risks; acquired businesses (SessionM) depress near-term margins until 12-24 month platform migration is complete.

Source

Earnings Call filed with NSE, NSE: CAPILLARY. Summary written with AI assistance from the document.

Read the document ↗

Capillary Technologies India Ltd: key numbers

Share price
₹599.45
Market cap
₹4,771 Cr
Revenue (annual)
₹734.6 Cr
Net profit (annual)
₹52.39 Cr
P/E (TTM)
113.3×Sector 22.1×
Promoter holding
51.45%-0.78% QoQ
FII holding
3.34%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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20:48 IST NSE
Price Movement Clarification

Capillary Technologies India Price Movement Clarification

Capillary Technologies clarified that recent stock price movement is market-driven and that the company has disclosed all material information as required by SEBI regulations.

12:23 IST NSE
Capital Structure Change

Capillary Technologies India Capital Structure Change

Kotak Mahindra Mutual Fund acquired 93,281 shares of Capillary Technologies, crossing the 5% ownership threshold. No transaction value was disclosed in the Reg 29(1) filing.

16:40 IST BSE
Capital Structure Change

Capillary Technologies India Capital Structure Change

Mirae Asset Mutual Fund decreased its shareholding in Capillary Technologies India Ltd by selling 1,75,842 shares. This disclosure was filed under SEBI SAST regulations.