Capillary Technologies India Limited has informed the Exchange about Transcript

Order Pipeline DisclosedPromoter Disclosed Acquisition PlansMgmt Guided Margin ImprovementInvestor Communications View source PDF

CAPILLARY · price

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-6.3%1-day move

₹560.40

prior close

₹535.75

base price

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AI summary

Capillary Technologies reported strong Q4 FY26 results with revenue of INR191 crores (26% YoY growth) and adjusted EBITDA of INR35.7 crores (28% YoY growth). For full year FY26, revenue stood at INR734 crores (23% growth) with adjusted EBITDA of INR107 crores (43% growth). The company closed the SessionM acquisition from Mastercard on May 1st for $35 million, adding 40+ logos including 5 Fortune 500 customers. Management guided that with SessionM integration, revenues will cross INR1,000-1,050 crores in FY27. The company maintains 110% overall NRR (114% organic) and expects steady-state EBITDA margins of 25-30% as acquired businesses migrate to the Capillary platform.

Likely market impact

Strong execution with 23% revenue growth and 43% EBITDA growth demonstrates operating leverage. The SessionM acquisition should accelerate FY27 revenue above INR1,000 crores, though near-term margins may face pressure as integration costs offset gains.