Key takeaway: Capillary Technologies India Limited's investor presentation for Q1 FY27 reported a consolidated revenue of ₹2,566.4 million, reflecting a 43% year-over-year growth, with organic revenue increasing by 17% to ₹1,551 million. The company achieved an Adjusted EBITDA of ₹440.2 million, up 132% year-over-year, resulting in a margin of 17%. The presentation highlighted a Net Revenue Retention (NRR) of 111% for organic growth and 113% overall, driven by customer expansion and strategic acquisitions, including the successful integration of SessionM. However, the company reported a loss after tax of ₹95.5 million, attributed to an exceptional loss from a cyber fraud incident. The Annual Recurring Revenue (ARR) reached ₹10,266 million, marking a 43% increase from the previous year. Management emphasized ongoing efforts in AI-driven product enhancements and customer engagement strategies.

Key takeaway: Capillary Technologies India Limited provided an investor presentation on May 14, 2026, detailing its strategic focus on becoming an AI-native company. Management reported that Capillary is recognized as a leader in loyalty and engagement management, with a global presence and a significant customer base. The presentation highlighted the company's transition to AI-native products, emphasizing the integration of AI capabilities into its offerings and organizational structure. Management discussed growth strategies, including organic and inorganic growth playbooks, and reported a strong revenue increase, with organic revenue nearly tripling from FY23 to FY26. The company also outlined its long-term value creation goals, aiming for a 20% organic annual growth rate and a focus on customer retention and integration of acquired companies. Financial performance metrics indicated a robust growth trajectory, with significant improvements in revenue and profitability.

Key takeaway: Capillary Technologies India Limited held its earnings conference call on May 6, 2026, to discuss financial results for Q4 and FY26. Management highlighted the company's position as a global leader in AI-powered cloud solutions for loyalty programs, serving 20 Fortune 500 customers and managing data for approximately 1.9 billion consumers. The company reported a 26% year-on-year revenue growth in Q4, totaling INR 191 crores, and a 23% increase for the full year, reaching INR 734 crores. Adjusted EBITDA for Q4 grew by 28% to INR 35.7 crores, with a full-year adjusted EBITDA of INR 107 crores, reflecting a 43% increase. Management discussed three growth levers: net retention rate expansion, new customer acquisitions, and M&A activities, including the recent acquisition of SessionM. The company aims to enhance its AI capabilities and improve margins through customer upgrades from acquired platforms. Overall, management expressed confidence in the company's growth trajectory and profitability.

Key takeaway: Capillary Technologies India Limited provided an investor presentation on May 6, 2026, detailing its performance for the quarter and year ended March 31, 2026. The company reported a revenue from operations of ₹7,346 million, reflecting a 53% CAGR from FY23. Adjusted EBITDA increased by 43% YoY to ₹1,069 million, indicating improved unit economics. The presentation highlighted a strong organic Net Revenue Retention (NRR) of 114%, driven by platform usage and upselling. Capillary also completed the acquisition of SessionM, adding $35 million in Annual Recurring Revenue (ARR). The company emphasized its AI-powered platform capabilities and strategic partnerships with Fortune 500 companies. Management noted a focus on expanding customer relationships and enhancing profitability through higher gross margins. The presentation included a discussion on growth drivers, M&A integration, and corporate governance.

Key takeaway: Capillary Technologies India Limited held its Q3 FY26 earnings conference call on February 6, 2026, where management provided insights into the company's performance and strategic direction. CEO Aneesh Reddy highlighted the company's leadership in the loyalty and customer engagement sector, emphasizing its cloud-native platform and AI capabilities. The company reported a revenue of INR 184 crores for Q3, reflecting a 16% year-on-year growth, and an adjusted EBITDA of INR 30 crores, marking a 24% increase. Management noted a net retention rate (NRR) of 111%, with organic customers achieving 115%. The discussion also covered the impact of AI on operations and customer engagement, with a focus on the aiRA product. CFO Anant Choubey addressed financial metrics, including a PAT of INR 8 crores for Q3, and explained the increase in depreciation due to acquisitions. The call concluded with management expressing optimism about future growth and customer engagement.

Key takeaway: Capillary Technologies India Limited submitted an investor presentation on February 6, 2026, detailing its performance for the quarter and nine months ended December 31, 2025. The presentation highlighted a 22% year-over-year revenue growth, with revenue from operations reaching ₹5,432.5 million for the nine-month period. Adjusted EBITDA increased by 53% to ₹712 million, while profit after tax for Q3 FY26 was ₹79.9 million, reflecting a 4% margin. The company reported a net revenue retention (NRR) of 111%, with organic NRR at 115%. Capillary's annual recurring revenue (ARR) grew by 21% to ₹7,361 million. The presentation also discussed the integration of acquired companies and the strategic focus on expanding customer bases and enhancing product offerings through AI-driven solutions. Management emphasized the importance of maintaining high customer retention and profitability through effective cost management and operational efficiencies.