Capillary Technologies India Limited — PPTs, 14-05-2026: Investor Presentation

Here's a summary tailored for retail investors:

**Business Performance:** Capillary Technologies is showing strong revenue growth, up 23% YoY to ₹7,346 Cr in FY26. This is driven by both increasing business from existing clients (NRR expansion) and winning new customers. The company has also turned profitable at the Adjusted EBITDA level, reaching ₹1,069 Cr in FY26, up 43% YoY.

**Growth Drivers or Strategy:** The company is heavily focused on becoming an "AI-Native" organization. This involves integrating AI into its products (like the aiRA suite), its pricing models, and its internal operations to drive efficiency and deliver better customer outcomes. Strategic acquisitions are also a key part of their growth plan, particularly in the North American market, to expand their customer base and capabilities.

**Recent Developments:** Capillary is actively integrating its recent acquisitions, such as Kognitiv and SessionM, onto its core platform. This integration is expected to boost profitability and revenue retention.

**Key Financial Metrics:**

* Revenue: ₹7,346 Cr (FY26), +23% YoY

* Adjusted EBITDA: ₹1,069 Cr (FY26), +43% YoY

* Free Cash Flow (FCF): ₹1,106 Cr (FY26), 15% margin, demonstrating strong cash generation.

**Management Commentary / Outlook:** Capillary anticipates continued strong organic growth (20%+) and aims for over 45% FCF post-integration of inorganic acquisitions. They see significant opportunities in expanding their AI capabilities and leveraging their deep customer data to provide personalized experiences and drive loyalty program effectiveness. The company is targeting over 20% ROIC on new acquisitions and aims for a payback period of 4-5 years for M&A investments.