Capillary Technologies India Ltd

Capillary Technologies India Limited's investor presentation for Q2 FY27 highlights strong revenue and profitability growth. Revenue from operations grew 47% YoY to ₹5,280 Mn in H1 FY27, with organic revenue up 23% YoY. Adjusted EBITDA more than doubled to ₹889 Mn, reflecting improved unit economics and operating leverage. Annual Recurring Revenue (ARR) reached ₹10,854 Mn, up 51% YoY, driven by NRR expansion, acquisitions, and new ACV growth. The company reported a 7505% YoY increase in PAT to ₹219 Mn in Q2 FY27. Key growth drivers include NRR expansion through existing customer revenue, new customer wins anchored on AI capabilities, and successful M&A integration, including the SessionM acquisition achieving break-even. Profitability metrics show a 17% margin on Adjusted EBITDA, with operating leverage on non-COGS costs and margin uplift from migrated customers. The presentation also notes a 55% YoY growth in subscription revenue to ₹4,977 Mn, representing 94.3% of total revenue. The company emphasizes operational efficiencies, AI-driven growth levers, and strategic focus on expanding its AI/ML platform and global presence. The document includes forward-looking statements and non-GAAP financial measures, with disclaimers about potential risks and uncertainties.

The presentation emphasizes strong revenue and profitability growth, successful M&A integration, and positive financial metrics, reflecting a confident and optimistic outlook.