Fractal Analytics Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Fractal reported Q1 FY27 revenue of INR 912.5 crore, up 20% year-on-year, with Healthcare and Life Sciences and Banking and Financial Services growing strongly while the Technology, Media and Telecom vertical declined 22%. Net income grew 92% to INR 72 crore and adjusted EBITDA margin rose to 17% from 15% a year earlier. Management also announced that CFO Ashwath Bhat is departing after five-and-a-half years and a successor search is underway.
Fractal reported Q4 FY2026 revenue of INR 886 crore, up 17% year-over-year, and full-year revenue of INR 3,300 crore, up 19%. Full-year adjusted EBITDA margin came in at 17.6%, net income grew 30% to INR 287 crore, and the company ended the year with INR 2,052 crore of cash after using IPO proceeds to repay long-term debt. Management discussed vertical performance, including strong healthcare and life sciences growth and a decline in the technology, media and telecom vertical due to client-specific issues, and outlined a new three-pillar, one-platform, three-region operating structure.