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Earnings Call

Capillary Technologies India Earnings Call: Key Takeaways

Capillary Technologies presentation focuses on its transition to an AI-native company, leveraging its 'aiRA' suite to enhance loyalty management across 415+ brands globally.

Highlights
Demand visibilityStrong, driven by rising CACs and shift to retention metrics.
Management confidenceHigh regarding AI-native transition and market leadership.

Growth

TAM for global loyalty management projected to grow from $18.2bn (2025E) to $24.1bn (2028P).

Outlook

Focus on AI-native pricing and 'Vertical Agentic Solutions' (AASv) for FY27; targeting 90% automation in key zones.

Risks

Shift to probabilistic AI systems requires new governance; competition in mature markets like North America.

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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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.