Capillary Technologies India Limited — PPTs, 04-08-2026: Investor Presentation

Here's a summary of Capillary Technologies' investor presentation:

**1. Business Performance:**

Capillary Technologies delivered robust growth with revenue from operations increasing 43% YoY to ₹2,566.4 million in Q1 FY27. This strong performance was driven by both organic growth (111% NRR) and strategic acquisitions, notably SessionM. The company's Annual Recurring Revenue (ARR) grew 43% YoY to ₹10,266 million, reflecting healthy expansion and customer retention, with 25 Fortune 500 clients now on board.

**2. Growth Drivers or Strategy:**

Key growth drivers include continued NRR expansion through platform usage, product upsells, and entering new markets. Strategic acquisitions like SessionM and Kognitiv are also crucial, strengthening their global footprint and accelerating multi-industry growth. The company is also enhancing its AI capabilities with its aiRA platform to drive customer engagement and insights.

**3. Recent Developments:**

The acquisition of SessionM was successfully completed, adding significant value and expanding market reach. Capillary also completed an acqui-hire of CustomerGlu, rebranding their technology as Experience+ to enhance marketer agility and customer engagement.

**4. Key Financial Metrics:**

Adjusted EBITDA saw a substantial YoY increase of 132%, reaching ₹440.2 million, with margins improving to 17%. Normalized Profit After Tax (PAT) was ₹254.4 million.

**5. Management Commentary / Outlook:**

Management is optimistic about continued growth, reiterating FY27 guidance. The focus remains on leveraging AI for product development, integrating acquisitions, and driving operational efficiencies to enhance profitability and shareholder value.