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Earnings Call

CapitalNumbers Infotech Earnings Call: Key Takeaways

Capitalnumbers Infotech posted a modest 9.4% revenue growth in FY26, missing internal expectations due to elongated enterprise decision cycles. Management is pivoting toward AI and a strategic US acquisition to drive future growth.

Why this was an Alfa AlertNot a filter event. FY26 performance was below internal expectations and FY27 guidance of 35% growth does not meet the >50% threshold.
Highlights
Revenue growth9.4% YoY growth in FY26 to ₹115.6cr total income.
Margins31% EBITDA margin; aiming for recovery to 33% in FY27.
Demand visibilityEnterprise decision cycles lengthening; US and Europe remain core markets.
Management confidenceOptimistic about long-term AI potential despite short-term H2 misses.

Growth

Revenue grew 9.4% to ₹115.6cr; however, H2 saw a slowdown. Growth is currently driven by organic tech services and AI-related revenues.

Outlook

Guided FY27 revenue growth of 35% with EBITDA margin recovery toward 33% and ₹200cr topline target in 3 years.

Risks

Elongated enterprise decision cycles, Middle East geopolitical instability affecting expansion, and high dependence on US/Europe macro conditions.

Source

Earnings Call filed with BSE, BSE: 544343. Summary written with AI assistance from the document.

Read the document ↗

CapitalNumbers Infotech Ltd: key numbers

Share price
₹79.28
Market cap
₹193.7 Cr
Revenue (annual)
₹105.0 Cr
Net profit (annual)
₹25.50 Cr
P/E (TTM)
7.6×Sector 22.1×
Promoter holding
74.98%
FII holding
0.16%Current quarter

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

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