Capillary Technologies India Limited — PPTs, 06-05-2026: Investor Presentation

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

**Business Performance:** Capillary Technologies India Limited reported strong growth, with revenue from operations increasing by 23% YoY to ₹7,346 crore for FY26. This growth is attributed to both organic expansion and strategic acquisitions. The company also saw a significant jump in Adjusted EBITDA, growing 43% YoY to ₹1,069 crore, indicating improving unit economics and operating leverage.

**Growth Drivers or Strategy:** The company's growth is fueled by a robust Net Revenue Retention (NRR) of 114% organically, driven by increasing platform usage, product upsells, and expansion into new customer segments. Capillary is also strategically focused on accelerating new enterprise customer wins, including Fortune 500 companies, and integrating recent acquisitions like SessionM to add significant Annual Recurring Revenue (ARR).

**Recent Developments:** Capillary recently entered a 5-year strategic partnership with a US Fortune 50 retailer valued at over $20 million. The company also completed the acquisition of SessionM, adding $35 million in ARR from over 40 clients.

**Key Financial Metrics:**

* Revenue from Operations (FY26): ₹7,346 crore (23% YoY growth)

* Adjusted EBITDA (FY26): ₹1,069 crore (43% YoY growth)

* ARR (FY26): ₹7,654 crore (26% YoY growth)

* Basic EPS (FY26): ₹6.94 (260% YoY growth)

**Management Commentary / Outlook:** Capillary is leveraging its AI-first platform approach, including its aiRA (AI assistant), to enhance campaign design, customer engagement, and operational efficiency. The company is focused on continued NRR expansion and strategic M&A to drive future revenue predictability and profitability. They are also investing in AI-powered migration capabilities to speed up the integration of acquired customers.