Capillary Technologies India Limited has informed the Exchange about Investor Presentation
CAPILLARY · price
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Capillary Technologies hosted its Analyst & Investor Day on 14 May 2026, presenting a detailed transformation roadmap to become an AI-native company. The firm, a global leader in loyalty and engagement management serving 415+ brands across 49 countries, reported FY26 revenue of ₹7,346 Mn (up 23% YoY) and adjusted EBITDA of ₹1,069 Mn (up 43% YoY) with FCF of ₹1,106 Mn (15% margin). Its aiRA AI suite is live and showing 45x monthly usage growth. Management targets 20%+ organic annual growth with 35–40% adjusted EBITDA margins from new ACV, and inorganic revenue of ₹391 Cr in FY27 with 5% contribution margin — rising to ~45% FCF margins post-platform migration. Long-term steady-state EBITDA visibility is ₹370–410 Cr (organic ₹270–290 Cr + inorganic ₹100–120 Cr). The company has ₹5,070 Mn in cash and follows a disciplined M&A playbook targeting mid-market loyalty firms in North America and EMEA at 0.5–1.5x price/sales with 4–5 year payback and 20%+ ROIC.
Shareholders should note the credible path to sustained margin expansion through NRR growth (organic NRR at 114%), operating leverage on non-CoGS costs, and the inorganic M&A turnaround playbook — all underpinned by a strong FCF conversion ratio of 103% and a clean balance sheet. The AI-native transition and long-term targets out to FY30 signal management's confidence in compounding earnings growth.