| 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
- ₹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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