02-Nov-2026 12:36:24
CAPILLARY TECHNOLOGIES Q2 FY27: REVENUE UP 51% YOY; ADJUSTED EBITDA SURGES 103%, PAT ₹21.92 CR & AI-LED ORDER WINS UP 79%
• Constant Currency Growth: Revenue increased 43% YoY and 5% QoQ in constant currency terms • AI-Led Order Wins: New Annual Contract Value (ACV) wins increased 79% YoY on a trailing 12-month basis, excluding an exceptional contract from its first healthcare vertical entry • SessionM Acquisition: SessionM, acquired from Mastercard in May 2026, achieved breakeven, with integration progressing according to plan • AI Platform Expansion: Management plans to scale its aiRA platform and AI-powered customer engagement, loyalty management and analytics solutions • Customer Migration: Successfully completed its first customer migration using AI-powered technology, enabling faster integration of acquired customers • Order Book Outlook: Management highlighted strong order book momentum across geographies, supported by new enterprise wins and expansion among existing customers • Net Revenue Retention: Continued improvement in NRR supports recurring revenue growth and stronger customer relationships • Global Business: Serves 152 enterprise customers across 55 countries, with opportunities to expand its international SaaS business • H1 Performance: Revenue increased 47% YoY to ₹528 Cr, adjusted EBITDA surged 116% to ₹88.88 Cr and PAT jumped to ₹12.37 Cr from ₹1.03 Cr YoY • Future Growth Plans: Focused on sustainable organic growth, improving profitability, scaling AI solutions, accelerating customer migrations and expanding enterprise relationships globally
CAPILLARY TECHNO INDIA L