ALFA Finder| Management target | Revenue 23.0% FY27 |
|---|
| Revenue growth | 43% YoY total; 17% organic. |
|---|---|
| Margins | Improving via M&A synergies and server cost reduction. |
| Order book | ARR reached INR 1,026 Cr in Q1 FY27. |
| Demand visibility | Strong; NRR at 111-116%. |
| Management confidence | High; Expect to beat current FY guidance. |
Growth
Revenue up 43% YoY; adjusted PAT at INR 25 Cr (normalized for cyber fraud loss). Organic growth at 17%.
Outlook
Management expects 30-40% more new ACV than last year; maintaining FY27 guidance of INR 1,065 Cr revenue.
Risks
One-time exceptional loss of INR 9.5 Cr due to cyber-banking fraud incident and deferred tax liability.
Last quarter's promises, checked
Delivered
- Guided SessionM close May 1 → Closed May 1 (= BEAT)
- Guided FY26 revenue 23% growth → Delivered 23% (= BEAT)
- Guided Q4 EBITDA 19% → Delivered 19% (= BEAT)
Partly delivered
- Guided FY27 revenue INR 1,000-1,050 Cr → Q1 run-rate INR 1,024 Cr (= PARTIAL)
Investor Presentation filed with BSE, NSE: CAPILLARY. Summary written with AI assistance from the document.
Capillary Technologies India Ltd: key numbers
- Share price
- ₹510.00
- Market cap
- ₹4,064 Cr
- Revenue (annual)
- ₹734.6 Cr
- Net profit (annual)
- ₹52.39 Cr
- P/E (TTM)
- 63.8×Sector 23.6×
- Promoter holding
- 47.23%-4.22% QoQ
- FII holding
- 2.56%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Capillary Technologies India Ltd
All →Capillary Technologies India Earnings Call Transcript: Key Takeaways
Q2 revenue ₹271 Cr (+51% YoY, +43% constant currency), adjusted EBITDA ₹44.8 Cr at 17% margin. Organic H1 growth is 23%; inorganic (Session M) doubled and drove the headline.
- Call
- Guides 20% growth
Capillary Technologies India Employee Stock Options
Capillary Technologies allotted 94,553 equity shares of ₹2 each upon exercise of vested ESOP 2021 options. The allotment was approved by circular resolution on November 04, 2026.
Capillary Technologies India Business Update
Capillary Technologies announced the strategic shutdown of its China operations due to low growth. Both quantitative and qualitative effects of the restructuring are stated as nil.
Capillary Technologies India Management Change
Capillary Technologies replaced internal auditor Protiviti with Deloitte Touche Tohmatsu India LLP on a 15-month term. The board cited expanding international operations as the reason.
Capillary Technologies India Other Announcement
Capillary Technologies appointed Deloitte Touche Tohmatsu India LLP as Internal Auditor, replacing Protiviti India. The change takes effect November 02, 2026.
Capillary Technologies India Results Update
Capillary announced Q2 FY27 revenue of ₹2,713.5 Mn (+51% YoY) and Adjusted EBITDA of ₹448.6 Mn (+103%). H1 FY27 revenue grew 47% with EBITDA up 116%.