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Earnings Call

Fractal Analytics Earnings Call: Key Takeaways

Fractal Group reported strong FY26 performance with 19% revenue growth and margin expansion, anchored by their agentic AI platform Cogentiq.

Highlights
Revenue growth19% YoY growth for FY26.
MarginsGross margin expanded 93 bps to 47% in FY26.
Order bookNRR at 117% indicates strong existing client expansion.
Demand visibilityStrong expansion in HLS (66%) and BFSI (32%) sectors.
Management confidenceHigh; citing deepening client relationships and scalable AI models.

Growth

FY26 revenue reached INR 32,997m (+19% YoY); Net Income grew 30% to INR 2,868m.

Outlook

Focus on Must Win Clients (MWCs) and scaling AI-led transformation across target geographies.

Risks

U.S. client concentration, wage hikes, and complex global regulatory landscapes for AI.

Source

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

Read the document ↗

Fractal Analytics Ltd: key numbers

Share price
₹750.20
Market cap
₹12,998 Cr
Revenue (annual)
₹3,300 Cr
Net profit (annual)
₹292.2 Cr
P/E (TTM)
39.5×Sector 22.1×
Promoter holding
16.97%+0.00% QoQ
FII holding
40.87%Current quarter

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

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