Capillary Technologies Q1 FY27 Earnings Call Transcript Released
Capillary Technologies released its Q1 FY27 earnings call transcript. Revenue grew 43% YoY to ₹256 crore, with EBITDA up 132% to ₹44 crore. Normalized PAT was ₹25 crore. NRR stood at 111% and new ACV grew 75% YoY. The company is integrating the SessionM acquisition and leveraging AI with its aiRA platform.
The announcement provides a detailed update on financial performance, strategic growth initiatives including acquisitions and AI, and future outlook, which are material for investors.
The company reported strong revenue and EBITDA growth, positive NRR, successful acquisition integration, and highlighted advancements in AI technology, indicating a positive outlook.
Capillary Technologies India Limited has released the transcript of its earnings conference call held on August 04, 2026, for the quarter ended June 30, 2026. The transcript is available on the company's website.
The call featured insights from Mr. Aneesh Reddy Boddu, Founder, Managing Director and CEO, and Mr. Anant Choubey, Executive Director, CFO and COO. They discussed the company's performance, growth strategies, and product developments. Capillary operates in the loyalty and customer engagement space, with a significant presence in the US, Europe, and Asia. The company reported strong Net Revenue Retention (NRR) of 111% (116% excluding a large customer) and a 75% year-on-year growth in new Annual Contract Value (ACV) over the last 12 months.
Key discussions included the successful integration of the SessionM acquisition, which has strengthened their footprint in North America and LATAM and added depth in QSR and airline customer segments. The company also highlighted progress in migrating Kognitiv customers to the Capillary platform, leveraging AI for faster and more efficient upgrades. The acquisition of CustomerGlu, now rebranded as Experiences+, was noted as a strategic move to enhance front-end capabilities.
Financially, Capillary reported INR256 crore revenue for Q1 FY27, a 43% year-on-year growth, with EBITDA at INR44 crore, a 132% improvement. Normalized PAT stood at INR25 crore, after adjusting for a cyber-fraud incident and a one-time deferred tax liability. The company's Rule of 40 metric was strong at 60 (43% growth + 17% EBITDA). ARR grew to INR1,026 crore in Q1 FY27, a 34% year-on-year increase.
The management emphasized the strategic importance and adoption of their AI assistant, aiRA, which is becoming a key differentiator in new deals and is seeing good traction in both analytics and action agents. They also discussed the transition from agency models to their tech platform, leading to improved gross margins, with acquired businesses expected to reach 65%-75% gross margins post-migration.
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Capillary Technologies India Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Capillary Technologies India Limited. Read the original for the full detail.