Announced Mon, 1 Jun · 13:06 IST

Investor Presentation on Audited Financial Results for the half year and year ended March 31, 2026.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-0.3%1-day move
₹80.34
prior close
₹75.50
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AI summary

CapitalNumbers Infotech reported FY26 total income of INR 115.60 Cr, up 9.4% YoY, with EBITDA of INR 35.80 Cr (31.0% margin) and PAT of INR 25.50 Cr (22.1% margin), slightly lower YoY due to deliberate investments in sales, Gurgaon center ramp-up, and senior talent. The company remains debt-free with ~INR 171.3 Cr in cash and investments and a current ratio of ~29.8x. AI/ML/GenAI now contributes over 10% of revenue as the fastest-growing premium segment, and the firm added two Fortune 500 clients plus 500+ qualified leads from FY26 trade show activity. The board declared a 10% interim dividend and proposed a 10% final dividend. Forward guidance targets 35% revenue growth in INR terms and a 200–250 bps EBITDA margin recovery toward 33%.

Likely market impact

Shareholders get visibility on margin recovery and a clear inorganic growth lever via the imminent Epitome Cloud Inc acquisition, which brings US onshore presence, Salesforce expertise, and is expected to be revenue-accretive from FY27. The debt-free balance sheet, strong cash position, and promoter confidence (CEO raised personal stake to 40.40%) are supportive signals, though FY26 PAT was flat and EPS dipped on a larger post-IPO share base.