Capillary Technologies India Limited has informed the Exchange about Investor Presentation
CAPILLARY · price
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Capillary Technologies reported FY26 revenue of ₹7,346 Mn (23% YoY) with Adjusted EBITDA of ₹1,069 Mn (43% YoY) at a 14.6% margin. Q4 FY26 revenue stood at ₹1,913.5 Mn (26% YoY) with Adjusted EBITDA of ₹357.2 Mn (28% YoY, 19% margin). Annual Recurring Revenue grew 26% YoY to ₹7,654 Mn, driven by a best-in-class Net Revenue Retention (NRR) of 110% overall and 114% organic. New ACV wins of ₹1,214 Mn included a landmark $20M+ 5-year deal with a US Fortune 50 retailer. Subscription gross margin improved to 67% in FY26 from 66% in FY25, reflecting NRR-linked margin expansion. The company closed the SessionM acquisition on May 1, 2026, adding $35 Mn ARR from 40+ logos. Cash position is strong at ₹5,069.9 Mn with operating cash flow of ₹1,499.1 Mn (140% conversion of EBITDA). Basic EPS improved to ₹6.94 in FY26 from ₹1.93 in FY25.
Strong revenue growth combined with operating leverage (1% headcount growth vs. 23% revenue growth) and improving subscription gross margins signals improving profitability and unit economics. The $20M+ enterprise win and 110%+ NRR demonstrate durable growth. Post-migration customers are expected to move from ~30% to ~65% gross margins, providing a clear roadmap for margin expansion.