Capillary Technologies India Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Capillary Technologies reported Q1 FY27 revenue of INR256 crores, up 43% year-on-year, with EBITDA of INR44 crores, a 132% improvement over the prior year quarter. Management attributed growth to organic net revenue retention of 111%, new customer wins, and the SessionM acquisition completed on May 1st. The company also reported a normalized PAT of INR25 crores after adjusting for a one-time cyber-fraud loss and a deferred tax liability.
Capillary Technologies reported Q4 FY26 revenue growth of 26% year-on-year to Rs 191 crore, with adjusted EBITDA growing 28% year-on-year to Rs 35.7 crore, while full-year FY26 revenue grew 23% to Rs 734 crore with adjusted EBITDA of Rs 107 crore. Management discussed the completed acquisition of SessionM from Mastercard, a $35 million business closed on May 1, and outlined three growth levers (net retention rate, new customer wins, and M&A) alongside three profitability levers. The company also detailed progress on its AI product aiRA and reported a one-time exceptional income of Rs 25 crore in Q4 related to a churn indemnity clause from the Kognitiv acquisition.