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Earnings Call

Capillary Technologies India Earnings Call: Key Takeaways

Capillary Technologies reported strong FY26 performance with ₹7,346 Mn revenue (23% YoY) and ₹1,069.2 Mn Adj. EBITDA. Focus remains on AI-led loyalty platform innovation and strategic M&A integration.

Highlights
Revenue growth23% YoY for FY26; 26% YoY for Q4 FY26.
MarginsSubscription GM% increased to 67%; Adj. EBITDA margin reached 14.6%.
Order bookNew ACV wins of ₹1,214 Mn; ARR reached ₹7,654 Mn.
Demand visibilityAccelerating momentum with targeted Fortune 500 enterprise wins.
Management confidenceStrong confidence in dual engine (organic/inorganic) growth strategy.

Growth

FY26 revenue grew 23% to ₹7,346 Mn; Adj. EBITDA surged 43% YoY. Organic NRR stood at a healthy 114%.

Outlook

Closing SessionM acquisition (adding $35Mn ARR). Focus on AI-led migrations for acquired Kognitiv and SessionM customers.

Risks

Client concentration risk (Top 10 at 53%) and potential churn in inorganic legacy platform portfolios.

Source

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

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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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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
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Capillary Technologies India Capital Structure Change

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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.