| Revenue growth | 20% YoY |
|---|---|
| Margins | EBITDA margins improving YoY; segment results restated for comparability. |
| Management confidence | High |
Growth
Revenue grew 20% YoY from ₹7,605 million in Q1 FY26. Consolidated PAT rose 92% YoY from ₹377 million.
Outlook
Utilizing ₹9,593 million IPO proceeds for debt repayment, R&D, and inorganic growth. ₹6,891 million remains unutilized.
Risks
Continued losses in the Fractal Alpha segment (₹148 million loss) and share of loss from associates (₹234 million).
Last quarter's promises, checked
Delivered
- Expected TMT to bottom out → delivered (TMT bottoming, sequential growth expected) (= BEAT)
- Guided 20% revenue growth → delivered 20% YoY (= BEAT)
- Guided improved margins → delivered EBITDA up 189 bps to 17% (= BEAT)
Partly delivered
- Guided increased R&D spend → delivered 31% YoY increase to ₹61cr (= PARTIAL)
Missed
- Aim for overall growth of 37% (Ex-TMT rate) → delivered 20% (= MISS)
Earnings Call Transcript filed with NSE, 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