Fractal Analytics Ltd

The investor presentation for Fractal Analytics Limited (FRACTAL) outlines the company's unaudited financial results for the quarter and six months ended September 30, 2026. The document highlights robust revenue growth of 20% YoY for Q2 FY27, with net income rising 139% YoY. Revenue reached INR 9,565 million, driven by strong performance across most industries and geographies, with notable growth in Consumer Packaged Goods (CPGR), Healthcare and Life Sciences (HLS), and Banking, Financial Services, and Insurance (BFSI). The Americas and Europe saw revenue increases of 22% and 20% YoY, respectively. The company reported a net revenue retention (NRR) of 115% for Fractal.ai, indicating strong client retention and expansion. Gross margin declined slightly to 44.0% from 46.2% YoY, while adjusted EBITDA margin improved by 123 basis points to 16.2%. The presentation also details strategic initiatives, including the integration of Iqigai and edtech teams into Fractal Alpha, and highlights key financial metrics such as cash reserves of INR 17,277 million, including IPO proceeds. The company emphasized its focus on enterprise AI solutions, partnerships with major technology firms, and its commitment to sustainability and governance. The document includes forward-looking statements about future growth prospects, which are subject to risks and uncertainties.

The presentation emphasizes strong revenue and net income growth, strategic integrations, and robust client retention metrics.