Capillary Technologies India Limited has informed the Exchange about Investor Presentation
CAPILLARY · price
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Capillary Technologies has filed an investor presentation detailing its acquisition of Session M Inc., a US-based loyalty platform owned by Mastercard. The deal has a base consideration of $20 million, giving Capillary access to over $35 million in annual recurring revenue, 40+ enterprise customers, and 800 million+ consumer profiles across 35 countries. Post-acquisition, the combined entity will have ~$115 million+ in ARR, 150+ customers, and 25 Fortune 500 clients, with about 60% of revenue from North America. Management has guided to high-confidence EBITDA profitability in Year 1 of integration, and projects a combined adjusted EBITDA of approximately ₹398 crore by FY30. Integration of Session M and Kognitiv customers is expected to be completed by end of CY2028, with the company targeting 20%+ organic growth, 20%+ ROIC, and 4-5 year cash payback on acquisitions.
This is a strategic, margin-accretive acquisition that strengthens Capillary's North America footprint and adds scale. The disclosed FY30 EBITDA target and Year-1 post-acquisition profitability guidance are positive signals for growth visibility, though near-term margins may dip during the 24-36 month integration phase.