Fractal Analytics Limited — PPTs, 05-03-2026: Investor Presentation

Here's a summary of Fractal Analytics' investor presentation:

**Business Performance:**

Fractal Group reported strong revenue growth of 21% YoY for Q3 FY2026, reaching INR 8,544 million. This performance was driven by continued expansion from existing clients, reflected in a Net Revenue Retention (NRR) of 114%. The Americas remain the largest geography at 69% of revenue, with the TMT sector showing significant growth.

**Growth Drivers or Strategy:**

The company is focused on building leading Enterprise AI products like Cogentiq and PiEvolve, powered by deep AI research. Their investment in R&D, at 6.8% of revenue, is a key differentiator. Fractal's client-centric approach and focus on innovation are central to their strategy.

**Recent Developments:**

Fractal has secured "Preferred Supplier" status with two "Magnificent 7" clients, indicating strong relationships with major tech companies. Their AI models, Vaidya 2.0 and PiEvolve, are achieving top rankings on industry benchmarks like OpenAI's HealthBench and MLE-Bench.

**Key Financial Metrics:**

Profit after tax rose 10% YoY to INR 1,001 million. Gross Margin improved to 47%, and Adjusted EBITDA margin stood at 18%. Revenue per Billable FTE also saw a 6% increase in INR terms YoY.

**Management Commentary / Outlook:**

The company is well-positioned in the rapidly growing Enterprise AI market, estimated at $143 billion. With a consistent track record of revenue growth and strong client relationships, Fractal anticipates continued expansion and market leadership.