Capillary Technologies Q1 FY27 Earnings Call Transcript Released
Capillary Technologies reported Q1 FY27 revenue of ₹256 crore, up 43% YoY, with EBITDA at ₹44 crore, up 132%. Normalized PAT was ₹25 crore. NRR stood at 111%, and new ACV grew 75% YoY. The SessionM acquisition is progressing, turning profitable and generating ₹5-6 crore cash. AI product aiRA is gaining traction, with a revenue run rate of $2-2.5 million.
The announcement includes details on significant financial performance (revenue, EBITDA growth), progress on key acquisitions (SessionM, CustomerGlu), strategic advancements in AI (aiRA), and clear financial metrics, all of which are material for investors and stakeholders.
The company reported strong year-on-year growth in revenue and EBITDA, improved profitability metrics, successful integration of acquisitions, and positive traction in its AI initiatives. The management's commentary and financial performance indicate 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, strategic initiatives, and future outlook.
Key highlights from the discussion included 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, excluding a specific healthcare customer. The acquisition of SessionM, completed on May 1st, is progressing well, with two months of integration showing positive results and the business turning profitable, generating approximately ₹5-6 crore in free cash. The company also announced a small tuck-in acquisition of CustomerGlu, rebranded as Experiences+, which enhances front-end experience capabilities.
Financially, Capillary Technologies reported Q1 FY27 revenue of ₹256 crore, a 43% growth year-on-year, with EBITDA at ₹44 crore, a 132% improvement. Normalized PAT stood at ₹25 crore, after adjusting for a cyber-fraud incident and a one-time deferred tax liability. The company highlighted its strong position on the "Rule of 40" metric, achieving 60 (43% growth + 17% EBITDA). ARR grew to ₹1,026 crore in Q1 FY27, a 34% year-on-year increase. Amortization increased due to recent acquisitions, reflecting investments in growth.
The company emphasized its focus on AI, particularly its aiRA stack, which is seeing good adoption and commercialization, acting as a differentiator in new deals. The integration of Kognitiv customers onto the Capillary platform is underway, utilizing an AI-driven approach to accelerate migration and improve margins. The company expects significant incremental EBITDA from these migrations.
Discussions also covered the SessionM acquisition's financial impact, with net payments around ₹17 crore and an expectation of payback within the year. The CustomerGlu acquisition (Experiences+) is seen as an IP-led acquisition to enhance front-end capabilities. The company also clarified that the cyber-fraud incident did not involve any customer or employee data breach and is covered by insurance.
What to do with a filing like this
Capillary Technologies India Limited filed this with the NSE as a statutory disclosure, categorised under other company updates. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Capillary Technologies India Limited. Read the original for the full detail.