Fractal Analytics Limited — PPTs, 23-07-2026: Investor Presentation

Here's a summary of Fractal Analytics' recent performance, keeping your preferences in mind:

**Business Performance:**

Fractal Analytics reported a strong Q1 FY27, with revenue climbing 20% YoY to INR 9,125 million. Net Income saw a significant jump of 92% YoY to INR 723 million. This growth was broad-based across key segments, with Healthcare and Life Sciences (HLS) up 69% and BFSI up 36%. Americas and Europe also showed robust performance, with revenue growth of 24% and 25% respectively.

**Growth Drivers or Strategy:**

The company is focusing on deepening client relationships, as evidenced by a Net Revenue Retention (NRR) of 117%. They are also expanding their product suite, with R&D investments at 6.7% of revenue. A key strategic move is the integration of Iqigai and edtech teams into Fractal Alpha to strengthen their AI for work and workforce pillar.

**Recent Developments:**

Fractal continues to build its partnership ecosystem with major players like AWS, Google Cloud, and Microsoft. They are also highlighting client success stories in AI-led transformation for a US housing finance institution and a Fortune 50 US retailer, showcasing accelerated underwriting and near real-time fuel pricing.

**Key Financial Metrics:**

Revenue grew 20% YoY to INR 9,125m. Net Income increased 92% YoY to INR 723m. Basic EPS stood at INR 4.31, a 79% YoY increase. Gross Margin improved to 45.7% and Adjusted EBITDA margin reached 16.8%.

**Management Commentary / Outlook:**

The company's strategy involves accelerating success through M&A, partnering with AI platform companies, and leveraging reusable assets like Cogentiq. They are focused on serving "Must Win Clients" (MWCs) in key geographies, reimagining workflows with AI, and building AI foundations as the default solution architecture.