Transcript of Earnings Conference Call of H2 and FY 2025-26 held on Monday, June 1, 2026.
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Capital Numbers Infotech reported FY26 total income of INR 115.60 crores, up 9.4% YoY, with revenue from operations at INR 105.05 crores. EBITDA was INR 35.80 crores (31% margin) and PAT was INR 25.50 crores (22.1% margin), with EPS at INR 10.44. The company remains debt-free with total cash and investments of about INR 171.3 crores. AI-related revenue crossed 10% of total revenue for the first time, and the company added two Fortune 500 clients during the year. Management announced an upcoming acquisition of US-based Epitome Cloud Inc. for INR 40 crores (Salesforce/CPQ specialist with ~INR 30 crore revenue), expected to close in 8-12 weeks, funded via IPO proceeds and internal accruals. FY27 guidance targets a minimum 35% revenue growth and EBITDA margin recovery to 33%, with a 3-year goal of reaching INR 200 crores in revenue. An interim and final dividend of 10% each (on face value) was also declared.
Short-term: The Epitome Cloud acquisition and 35% FY27 growth guidance (even if conservative) are positives, but FY26 organic growth of 9.4% was below expectations and the stock has underperformed, which may keep sentiment cautious. Medium-term: The cash-rich, debt-free balance sheet supports further acquisitions and capacity expansion, while the AI and Salesforce capability additions could support margin recovery to 33% as guided.