ALFA Finder| Revenue growth | 20% YoY organic growth in Q1 FY27. |
|---|---|
| Margins | Gross margin at 46% (+29 bps); EBITDA at 17% (+189 bps). |
| Order book | 58 clients with >$1m TTM revenue. |
| Demand visibility | Strong, 117% Net Revenue Retention and scaled client relationships. |
| Management confidence | High, citing steady improvement in profitability and client expansion. |
Growth
Revenue grew 20% YoY; Net Income grew 92%; Adjusted EBITDA margin rose 189 bps to 17%.
Outlook
Focus on 'Must Win Clients' in US/UK/Europe; R&D investment at 6.7% of revenue; scaling agentic AI platform Cogentiq.
Risks
US client dependency, wage inflation, regulatory changes, and geopolitical uncertainties impacting global AI delivery.
Last quarter's promises, checked
Delivered
- Repay long-term debt using IPO proceeds → Repaid INR 2,887m in April 2026 (= BEAT)
- Expand gross margins via output-based mix → GM at 46% with 189 bps EBITDA expansion (= BEAT)
- Scale HLS and BFSI verticals → HLS grew 69% and BFSI grew 36% YoY (= BEAT)
Partly delivered
- Target 60% revenue from output/license models in 2-3 years → Current trajectory improving but specific Q1 mix not disclosed (= PARTIAL)
Investor Presentation filed with BSE, NSE: FRACTAL. Summary written with AI assistance from the document.
Fractal Analytics Ltd: key numbers
- Share price
- ₹830.80
- Market cap
- ₹14,465 Cr
- Revenue (annual)
- ₹3,300 Cr
- Net profit (annual)
- ₹292.2 Cr
- P/E (TTM)
- 38.5×Sector 23.7×
- Promoter holding
- 16.81%-0.16% QoQ
- FII holding
- 40.22%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Fractal Analytics Ltd
All →Fractal Analytics Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 9,565m (+20% YoY, 10% CC); net income INR 792m (+139%); adjusted EBITDA margin 16.2% (+123 bps). H1 revenue INR 18,690m, net income INR 1,515m.
Fractal Analytics Results Update
Fractal Analytics reported Q2 FY27 revenue of Rs 956.5 Cr, up 20% YoY, its first $100 million quarter. Net income rose 139% to Rs 79.2 Cr.
Fractal Analytics Merger & Restructuring
Fractal Analytics will wind up Analytics Vidhya Inc., a step-down subsidiary, to simplify its group structure. No impact on ongoing operations is expected.
Fractal Analytics Other Announcement
Fractal Analytics filed its quarterly IPO proceeds monitoring agency report for September 2026. The report finds no deviation from offer objects.
Fractal Analytics Q2 FY27 Results: Net Profit ₹79.2 Cr, Up 138.6% YoY
Fractal Analytics Ltd reported revenue from operations of ₹956.5 Cr (+19.8% YoY) and net profit of ₹79.2 Cr (+138.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹79.2 Cr · +138.6% YoY
Fractal Analytics Acquisition Worth ₹15.21 Cr
Asper.AI, a step-down subsidiary, acquired assets and liabilities of Pricing One SA for INR 15.21 crore. The deal adds revenue growth management talent and expands European presence.
- Value
- ₹15.21 Cr